High Security “E Vault”
In addition to the very large range of activities we undertake to ensure the best financial outcomes for our clients, and as an adjunct to the considerable hard copy data we already hold on behalf of our clients, we also have recently installed a high security electronic storage facility for our clients which can be accessed electronically through a protected portal on our website.
This portal has:
- Appropriate Security to a level described by our external consultants security experts as DMZ (demilitarized zone) status – a much higher level of document security than would ever ordinarily exist in a normal home or office situation.
- Client Reporting capability with considerable detail on client portfolios.
- Data & Document storage capability. The firm will hold all the appropriate statutory custodial and tax reports for at least the Statute of Limitations period to allow the client to deal with any tax or legal issues relating to company or personal financial matters at any time. The facility will also allow for the safe e-storage, filing and labelling of a range of documents that we regularly hold for clients, including trust deeds, key financial agreements or contracts, powers of attorney or guardianship, wills, etc. as the client wishes.
- Easy Access but with a high level of security for the client. The client will also have the capacity to directly import documents, as and when they wish, from either their own home or office situation, without having to use the firm as a conduit. Staff members at Harper Bernays will not be aware of clients passwords and access procedures.
Clients have indicated that they value such a capability which allows storage in one place, an offsite backup capability, and privacy, which ensured by a high level of security.