Protection of Client Information

Financial mentors safeguard all client information by maintaining confidentiality, using secure storage and communication methods, and sharing details only with consent or when legally required. This ensures clients can trust that their personal and financial information is protected, supporting ethical practice and enabling open, safe discussions about their financial wellbeing.

It is paramount that we protect the privacy and confidentiality of all client information in accordance with legal requirements and professional standards. 

In practice, this means: 

• collecting only information necessary for service provision 
• storing and transmitting client information securely 
• obtaining explicit consent before sharing information with third parties 
• explaining privacy policies and client rights clearly; and 
• ensuring client information in use or disclosure is accurate, complete and not misleading.