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Equify Advisors Trust Center

At Equify Advisors, protecting the confidentiality, integrity, and availability of client data is our highest priority. Our security and privacy framework combines industry-leading practices, regulatory compliance, and continuous monitoring to ensure client confidence.

Security Commitments

  • Cloud Infrastructure – We operate entirely on Microsoft 365 cloud services with centralized endpoint management (Microsoft Intune), enforced multi-factor authentication (MFA), and full disk encryption on all company-issued devices

  • Data Protection – Sensitive client and internal data is encrypted in transit and at rest using industry-standard protocols (AES-256, TLS 1.2+). Secure portals are used for sharing sensitive files externally

  • Access Control – User access is provisioned on a least-privilege basis, with quarterly reviews. Shared accounts are prohibited.

Privacy & Compliance

  • GDPR & Global Privacy Laws – Equify Advisors complies with the General Data Protection Regulation (GDPR) and other relevant privacy regulations. We uphold data subject rights, including access, rectification, erasure, and portability.

  • Privacy Oversight – A designated Privacy Officer monitors compliance, manages Records of Processing Activities (RoPA), and oversees vendor risk assessments.

  • Vendor Governance – Third-party providers undergo security due diligence and must meet equivalent data protection standards, including breach notification requirements

Certifications & Assurance

  • Audit & Monitoring – Continuous monitoring, vulnerability assessments, and quarterly reviews ensure ongoing compliance and readiness.

Incident Response

We maintain a tested incident response plan that includes rapid detection, containment, notification, and remediation. Clients are promptly informed of any security issues in accordance with legal and contractual obligations.

 

International Data Transfers

When processing data across borders, we implement Standard Contractual Clauses (SCCs) and UK GDPR addenda to maintain lawful international transfers.

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