How do you keep my information confidential?
We are often asked this question by prospective clients, and we are always happy to provide our answer because we are confident in the proven protocols we have established to protect our client's confidentiality.

As long-standing experts in the family office accounting and outsourced bill pay fields, and with decades of experience working with high-net-worth individuals and family offices, Plumb understands that financial privacy and security are of paramount importance.

We proactively protect sensitive data in several vital ways.

• We have a customised cloud network built on unique specifications, backed by a singular data centre that keeps all data stored and safe from localised data loss. This data centre is certified PCI 3.0 compliant, HIPAA compliant, and SSAE-16 Type II compliant.

• We maintain state-of-the-art bank-level security and an in-house IT department that provides constant monitoring and oversight. Our vigilant IT department educates and updates our meticulous Plumb team on cyber-safety on a regular basis.

• We have strict supervision over internal access to client information.
  • Only select designated Plumb team members have access to client records.
  • Only our Executive Team has wire and other approval rights.

• We focus on clear segregation of duties among our team.
  • This provides not only protection of confidentiality, but also the essential checks, balances, and oversight that only multiple reviews and sets of eyes can offer.

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