Mailock For Advisers

Secure email for

financial advisers

Exchange email messages and attachments easily and securely. Do your duty to protect sensitive information.

Integrated with Unipass logo-1

Financial adviser using Mailock secure email to communicate with customers

Data protection

Save yourself some

awkward client calls

Protect sensitive email information

Are you ready to tell a client, "your information's been stolen, your money's gone"? Save yourself some awkward client calls by keeping confidential emails safe.

  • Encrypt: Secure emails and attachments to prevent interception
  • Identify: Set challenges so only the right people can gain access
Financial adviser interacting with Mailock trigger words interface

Client engagement

“Can’t you just

email it to me!?”

Empower clients to respond

Advisers and clients have used email for years, but for sensitive information it is too great a risk. With Mailock, emails are safe and two-way information exchanges are easy.

  • Easy secure replies for clients
  • 5+ sends per month for clients
Couple doing their finances on the sofa with laptop at home

Secure community

A trusted financial

services community

Send into providers with ease

Share sensitive client information with trusted providers and advisers using Unipass ID and Mailock secure email.

provider logos

Our financial services ecosystem simplified


Regulatory guidance

Do right by clients and data regulators.

Encrypt personal information (GDPR)

The Information Commissioner's Office (ICO) and Financial Conduct Authority (FCA) require businesses to encrypt sensitive data transferred digitally. The ICO can levy fines of up to £17m for non-compliance (or 4% of turnover).

Record proof-of-delivery (MIFID II)

All businesses should record digital communications and retain proof-of-delivery to align with ICO guidance. Proof-of-receipt is also required by the FCA for certain types of document (e.g., KIDs).

Protect customers (Consumer Duty)

Are you encouraging customers to send their information into your business unsecured? The FCA's Consumer Duty is a mandate to provide easy-to-understand communications and protect customers from financial harm.

Download the financial services email compliance fact sheet


Who wants to ring a client and say, "your account's been hacked"?

Although email is a simple way to share information, we should always be aware that unencrypted emails can easily be intercepted.

 Ian McKenna  FTRC
Financial adviser's client finding out their accounts have been hacked and worrying

How it works


1. Encrypt

Start a secure email from your desktop email client or your web browser. Set a challenge so only the right people gain access.

Secure send button in Outlook email client

2. Connect

Recipients click ‘Open’ on the notification delivered to their inbox. They’ll answer your challenge, or if they're trusted, they can read right away.

Enter the code to unlock your secure email

3. Engage

If recipients need to respond to a secure message, they can use Mailock to compose, attach, and reply using their existing email address and account.

Secure read pane in Mailock web application
Secure send button in Outlook email client
Enter the code to unlock your secure email
Secure read pane in Mailock web application


Protect clients. Email data securely.

Make sensitive adviser-client comms simple by shielding email data from risk.

Customer choice icon

Use Unipass ID

Sign in with your Unipass ID and use it to verify your identity when you receive new secure messages.

Integration icon


Use our Windows Outlook add-in, our browser app, or integrate Mailock as a secure gateway (cloud/on-premise).

Encryption icon


Encrypt confidential emails and attachments to prevent interception and comply with FCA/ICO guidance.

Authentication icon


Verify recipients using a range of authentication challenges including SMS, Q&A, and Unipass ID.
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FCA compliant

Record audit trails for all message activity. FCA guidance says keeping auditable logs is essential.

Revoke icon

Message revoke

Sent to the wrong person? Revoke access immediately regardless of the receiving email provider.
Adviser using laptop to communicate with clients in office

Protect client info

Communicate securely by encrypting your client emails and attachments. Enable multi-factor authentication to make sure only the intended recipient can open emails. Message revoke gives you a last resort lockdown option.

Couple doing their finances in the kitchen at home and smiling

Increase efficiency

Have your clients asked, "can't you just email it"? Send documents instantly and safely. Deliver on your service commitments without the inefficiency and expense of printed and posted mail. Save time, save costs, and save paper.

Financial adviser working with customer on laptop

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.

Female financial adviser using computer in office

Mailock Pro

Ready to get started?

Start a 14-day trial to secure your comms.

Case studies

  Hear from our users

7 min read
MPA Financial Management
26 02 24

MPA Financial Management Uses Mailock to Support & Safeguard Clients

Learn how MPA Financial Management supports and safeguards clients at an affordable price, using Mailock secure email.

1 min read
How Westcoast Cloud Chose Mailock As Its Solution Of Choice For IT Resellers
31 01 24

How Westcoast Cloud Chose Mailock As The Solution For UK IT Resellers

We spoke to Mark Davies at Westcoast Cloud about how they chose Mailock to bring secure email to their base of IT reseller partners.

1 min read
Jordan Hindley interview with beyond encryption
08 01 24

Why EQ Chose Mailock To Drive Engagement In The Pensions Market

We spoke to Jordan Hindley at EQ Group (Equiniti), Solution Owner For Wealth, Life and Pensions, on why they chose Mailock for secure customer engagement.