Privacy and Security

Folder for adding Privacy policy articles

Terms of service
Effective from 9 April 2020   Agreement These Terms specify the agreement between You and FinCap regarding the Services. They set out Our obligations as...
Thu, 9 Apr, 2020 at 11:56 AM
When to delete client records from Client Voices
Note: It is not correct that you’re expected to hold onto records for 5 - 7 years.   You should treat your digital records the same way you treat your phy...
Wed, 13 May, 2020 at 4:52 PM
Know when you should upload documents to Client Voices
Client Voices has features which enable you top attach a file to a client case. This could be a credit contract, a letter from a creditor or even a power bi...
Wed, 13 May, 2020 at 5:34 PM
Password requirements
The information you enter into Client Voices is highly sensitive, and while there are layers of security protecting that informaiton, we all play a part in ...
Thu, 14 May, 2020 at 12:12 PM
Template privacy notice
The information that goes into Client Voices belongs to your client. You need to be clear about why you’re collecting the information and what it may be use...
Thu, 14 May, 2020 at 12:25 PM
Good privacy practice
Your client gives you the information you require trusting that you will use it in the way stated up front, and that you will make the necessary efforts to ...
Thu, 21 May, 2020 at 12:27 PM
Responding to a privacy breach in your organisation
Privacy breaches are serious business and not to be taken lightly.   Client Voices has many layers of privacy and security built in to protect your client...
Thu, 21 May, 2020 at 1:51 PM
Automatically delete closed client cases and client records
A part of good record keeping is knowing when to destroy records once you’re done with them.   You should treat your digital records the same way you trea...
Thu, 21 May, 2020 at 4:20 PM
Client Voices Security and Privacy Standards
FinCap takes data security and privacy seriously, we recognise Client Voice’s information security practices are important to you. While we do not like to e...
Wed, 2 Jun, 2021 at 12:33 PM