Responsible Party and Operator
The broker or brokerage normally determines why and how client portfolio information is processed. My Personal Broker generally processes that information on broker instruction.
Trust centre / 03
Security that follows
the relationship.
Considered access, careful document handling and broker-aware data boundaries support every workflow.
PROTECTED CONNECTIONOUR APPROACH
Trust is not a badge. It is a chain of deliberate decisions.
From tenant boundaries to document access, My Personal Broker is designed around the responsibility that comes with client insurance administration.
Broker-aware boundaries
Root broker, sub-broker and staff access follows workspace relationships, client assignment and workflow ownership.
Private document handling
Private storage and signed access where needed help keep policy and signed-document workflows controlled.
Protected sensitive details
South African ID information is validated and handled using protected patterns, with only limited reference information displayed where needed.
Deliberate signature events
A stored signature is used only after the client opens the assigned document, acknowledges it and deliberately chooses to sign.
Incident support
Reasonable steps support investigation, containment and required responsible-party notifications when an incident is suspected.
Explore the exact platform position, responsibilities and limitations.