Information Security Statement
As part of our mission to empower financial planners with intelligent, secure, and locally attuned software that simplifies practice management, enhances client relationships, and safeguards sensitive data, ClientManager (Pty) Ltd. handles privileged information about our signatories. The information we hold needs to be treated with care and respect regardless of its physical or electronic format.
ClientManager (Pty) Ltd. has legislative, moral and contractual responsibilities to ensure that we protect all information adequately. Through designing for security, establishing policies and training, we can help protect the information we handle against various growing information security threats.
The security controls implemented to safeguard the information should mitigate threats to prevent harm from coming to those we are assisting and ensure we can continue to provide first-class services.
ClientManager (Pty) Ltd. has produced a series of policies that guide us in operating at the highest standards when securing information. They will also help demonstrate to our clients that we operate with integrity and accept that we are accountable for protecting the information entrusted.
The policies created are based on the following fundamental security principles.
- Confidentiality – Protecting information from unauthorised disclosure.
- Integrity – Protecting information from unauthorised or erroneous modification.
- Availability – Ensuring that information and associated services are available when and where required to meet ClientManager (Pty) Ltd. clients’ service needs.
The policies apply equally to all staff or contracted parties accessing information or information processing systems. ClientManager (Pty) Ltd. will ensure that all users are issued with the appropriate policies, can access them easily and understand the importance of adhering to them
The policies will be reviewed and updated to meet the changing business requirements.