Trust is at the centre of everything we do at Standard Ledger.
Our clients trust us with sensitive financial, commercial, and personal information. We take that responsibility seriously, and we design our systems, processes, and ways of working to protect that trust.
This page outlines how we think about security, data protection, and the responsible use of technology, including artificial intelligence.
We believe trust is built through a combination of:
Technology supports this, but it never replaces judgement or oversight.
We operate a secure, cloud-based environment designed to protect client and business information.
Our approach includes:
Access to systems is limited to what people need to do their job and is reviewed as roles change. Today we use Practice Protect as our core security and identity management system.
Client data is treated as highly sensitive.
We design our processes to ensure that client information is:
Further detail on how personal information is handled is set out in our Privacy Policy.
While we use modern tools and automation to work efficiently, responsibility for decisions, advice, and outcomes always sits with people.
Work delivered to clients is reviewed and owned by Standard Ledger team members who understand the client’s business and context.
This principle applies across everything we do, including how we use new technologies.
Artificial intelligence is one of the technologies we increasingly use to support our work.
We use AI as an assistive tool to help with tasks such as research, analysis, and drafting, allowing our team to spend more time on review, thinking, and advising.
Our approach to AI is guided by clear principles:
You can read more about this on our How We Use AI at Standard Ledger page.
We maintain internal policies and standards covering security, data protection, system access, and the use of AI.
These standards define:
Our governance framework is designed to evolve as technology and risks change, without compromising trust or accountability over time.
Further detail can be provided to clients, regulators, or partners on request.
Technology, security threats, and regulatory expectations continue to change.
We regularly review our systems, controls, and standards to ensure they remain appropriate and effective, and we update our approach as needed.
What does not change is our commitment to protecting client information and delivering advice and services responsibly.
Email us at [email protected] or ask your Standard Ledger team member directly.
