Client information stays protected, and the client controls who sees it
An estate plan holds sensitive family information. Access to it rests on the client’s consent, which the client can withdraw at any time.
Information held
The answers in the plan
The family, the guardians, the executor, who inherits, assets, gifts and wishes.
Uploaded files
Files the advisor or the client uploads, such as a fact find or an existing will.
The documents
Each document Florin prepares and, for a UAE will, its Arabic translation once the client has approved it.
Registered documents
The registered will and supporting files, kept in the client’s documents area.
The record of each action
Who entered each answer, who confirmed it, and who approved and signed the will.
Account details and messages
Names and email addresses, and messages between the client and their advisor.
Access to a plan
The client, always
Everything in their own plan: their answers, their will, their estate map and their documents.
Their advisor, while the client allows it
The same plan the client sees: the answers, the will, the estate map and the documents.
The firm’s administrators, status only
Administrators, team leads and compliance see the stage each plan has reached and the record of who entered, confirmed and approved each item. They do not see the answers, the will or the documents.
The client controls access to their plan
Removing data on request
A client can ask for their data to be removed by writing to [support email] from the email address on their account.
Support for your firm’s security review
Florin supports a firm’s security review before any client is invited. Send your questionnaire to the security contact and it will be completed in full.