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How are we protecting your data?

By October 27, 2022No Comments

Data security breaches are unfortunately not uncommon at the moment, and with the threat of hacks not going anywhere, we are doing everything we can to protect your data.

As part of our fiduciary responsibility, and due to regulations in place, we are required to hold some of personal data on file, in order to fulfill our role as your financial adviser.

This includes your date of birth, phone number and email address, TFN, a copy of in-date identification, as well as your super and investment fund details.

Because of this, we take data security very seriously and wanted to take an opportunity to share the policies and measures we have in place to keep your data secure.

This is an ever-evolving world, and we are continually working with our partners and taking a pro-active approach. Therefore, we will continue to update you, as and when appropriate.

Firstly, you would have recieved our Privacy Policy and Data Protection Policy when we first started working together, but as a reminder, you can find them in the footer (at the bottom) of our website, at any time.

Here are some more specifics on the technology, platforms and processes used here at Treysta:

  • Treysta utilise an external provider to act as a line of defence to monitor our security and potential threats, this provider is The Missing Link
  • All staff use a secure password manager called LastPass, to record and protect all passwords
  • All staff use Multi Factor Authentication for our systems such as:
    • Office 365
    • SharePoint – a Microsoft cloud server, used to store internal files and client document
    • Salesforce – our CRM where specific client (your) data is stored
      • Certain data is also encrypted
      • Salesforce has an extremely secure infrastructure, with multiple lines of defence should any data threats be detected
    • All staff have:
      • Mimecast – an email security software
        • Protection to safeguard against targeted email threats – which is usually how data becomes compromised, through suspicious links in emails
        • Security awareness training and threat remediation to protect inside the business
      • Sophos – an Antivirus and Security software
        • Detects and blocks malware threats
        • Advanced anti-ransomware capabilities that detect and block malicious encryption processes used in ransomware attacks. Files that have been encrypted will be rolled back to a safe state, minimizing any impact to business productivity.
        • Anti-exploit technology stops the exploit techniques that attackers rely on to compromise devices, steal credentials and distribute malware.

We will soon be introducing a secure, password protected, file sharing system for clients, similar to what we use internally. More on this to follow.

If you have any questions or would like more details on the above, or to understand what data we hold of yours, please don’t hesitate to get in touch.

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