Financial Advisers

Secure email for financial advisers

As an Independent Financial Adviser (IFA), it’s your responsibility to protect sensitive client information and documents. Mailock gives you the power to exchange emails easily and securely, with full compliance.

  • Used by Tier 1 UK financial providers
  • Read-without-registration for clients
  • Encrypted replies (return forms safely)
  • FCA, ISO 27001 and GDPR compliant
Mailock for financial advisers

Share securely.
Deliver instantly.

Accelerate your client communications and protect against human error and interception. Exchange emails securely with Mailock.

icon_orange_encrypt

AES-256 encrypted

Encrypt emails sent from your email client to prevent interception and comply with FCA guidance.

icon_orange_partnership

FCA compliant

Record audit trails for all message activity. FCA guidance says auditable comms are essential.

icon_orange_roadmap

Easy-to-integrate

Integrate Mailock with your current email provider, use our Outlook add-in, or send securely on the web.

icon_orange_verification

ID-secure

Verify ID with a range of authentication challenges including SMS, question and answer, and Unipass Identity.
icon_orange_revoke

Full revoke

Sent to the wrong person? Full Revoke gives you the ability to block access regardless of the receiving email client.
icon_orange_award

"Clients love it!"

No more waiting around for posted documents means a more efficient service and happier clients.

How it works

Step-by-step

1. Encrypt

Start an encrypted message with the click of a button in your email client, compose, and send. Get prompts to encrypt if Mailock thinks you’re sending sensitive data.

How it works 1

2. Connect

Recipients click ‘Open’ on the digital envelope delivered to their inbox to start the Mailock in-browser app. Set challenges to verify their identity - or, if they're a trusted contact, they can decrypt and read right away.

How it works 2

3. Engage

Our browser app works just like an email client. Recipients download files, compose, attach, and reply. When you receive their replies, they are automatically decrypted into your inbox.

How it works 3
How it works 1
How it works 2
How it works 3
97K
Users
1.8K
Companies
450K
Recipients

It only takes an email...

Protect sensitive client comms

The world of face-to-face client meetings is gone, replaced with a hybrid model where communication takes place across multiple channels. Email is the central thread tying all these channels together, but it comes with inherent risks. Emails containing sensitive information can easily be intercepted or even sent to the wrong person. It only takes one email to cause a data leak, possible fines, and reputational damage.

Financial adviser with client face-to-face

Secure digital delivery

Take your workflows digital

Whether you're an individual, a small team of advisers, or a large intermediary - Mailock is designed to power your secure digital communications. Integrate with your current email provider and start sending secure messages and documents today. Eliminate the inefficiencies associated with postal mail and maximise security with an encrypted thread from you to your clients.

Couple receiving email from financial adviser

Make an impact

Transform your comms

Upgrade your workflows for the 21st century - exchange information securely with Mailock.

man using laptop in office

Protect client data

Communicate securely by encrypting your client emails and attachments. Enable multi-factor authentication to make sure only the intended recipient can open emails. Use Full Revoke as a last resort option to block access.

Couple doing finances

Increase efficiency

Have your clients asked, "can't you just email it"? Send documents with full audit trails and deliver on your service commitments immediately, without the inefficiencies of postal mail. Save time, save cost, and save paper.

Adviser talking about compliance with partner

Maintain compliance

The FCA advises that all sensitive information sent off site should be encrypted and records should be kept for client communications. Secure data and track activity with full audit trails of open, read, and document access.

GDPR

“Personal data shall be: processed in a manner that ensures appropriate security of the personal data, including protection against unauthorised or unlawful processing and against accidental loss, destruction or damage, using appropriate technical or organisational measures ('integrity and confidentiality').”
ICO, 2021

MiFIID II

“An investment firm shall have sound security mechanisms in place to guarantee the security and authentication of the means of transfer of information, minimise the risk of data corruption and unauthorised access and to prevent information leakage maintaining the confidentiality of the data at all times.”
ESMA, 2021

ISO 27001

“You should use encrypted communication channels when transmitting personal data. You should have an encryption policy in place that governs how and when you implement encryption, and you should also train your staff in the use and importance of encryption. When storing or transmitting personal data, you should use encryption and ensure that your encryption solution meets current standards.”
— ICO, 2021

Professional encrypting emails

Mailock trial

Start your trial

Get a free 14-day trial and start securing your comms. Protect clients and maximise efficiency.

Case studies

Customer stories

2 min read
Aegon Saves Carbon With Mailock
FinServ
08 04 22

How Aegon Saved an Estimated 270 Tonnes of CO2 Using Unipass Mailock

Learn how Aegon, a leading provider of life insurance, pensions and asset management, saved an estimated 270 tonnes of Co2 using Unipass Mailock.

4 min read
colleagues high-five over successful business venture
FinServ
17 01 22

How Mailock Assists Harwell Finance Group with Email Compliance

Protecting your business from digital risk has never been more important. Find out how Harwell Finance Group secured their communications during the pandemic.

3 min read
Fair Deal Mortgages Case Study Mailock
FinServ
30 11 21

How Fair Deal Mortgages Prioritises Client Safety in the 'New Normal'

Learn out how Fair Deal Mortgages uses Mailock email encryption to protect their outgoing email communications and secure their data against cyberattack.