Mailock For Advisers
Secure email for financial advisers
Seamless, secure communications for client-facing advisers
Protect client data and follow ICO guidance with Mailock, the secure email service that makes sure only your intended recipients can open what you send.
Limited time offer. £8.50+VAT per month after trial.
Industry leading
Safe, secure document delivery - trusted by clients
Whether you're a solo adviser or part of a large firm, Mailock is easy to use and quick to deploy. Get started with our Outlook add-in or use our web app to encrypt emails and attachments.
- Authenticate recipients with 2FA
- Full revoke in case of human error
- Comply with GDPR, ISO27001, MIFID II
- Recipients reply securely for free
(including document transfers)
Key features
Our secure, encrypted email solution is designed to provide a seamless experience, protecting sensitive documents from cyber risk and human error and increasing client engagement.
Connect
Log in using your Unipass Identity, the industry standard cross-platform digital ID for advisers.
Compose
Encrypt messages and attachments from your Outlook desktop window or our secure website.
Challenge
Generate question and answer or SMS challenges to authenticate your recipient before they gain access to your email.
Revoke
Need to recall a message? Even after it’s been read? Fully revoke access to emails and attachments with a click.
Review
View a live trail of who opens your emails, and when. ISO 27001 guidance calls for auditable communications to meet compliance requirements.
Engage
Compliance
Know your customer
Digitise your KYC and AML processes to protect clients and stay compliant with regulatory requirements.
Operations
Accelerate process
Pair security with speed - 80% of secure emails are opened within 24 hours.
Strategy
Minimise resource
Switch to a paperless solution that cuts costs and reduces your carbon impact.
Communicating with clients and customers
- Simply compose your message on your computer.
- Add a personal identity challenge only your client will know, or send a secure code to their mobile automatically.
- Then, just click send!
Communicating with providers and platforms
With a growing number of financial services providers and platforms adopting the Mailock service, you can communicate with companies easily and automatically using your Unipass Identity.
- You will be required to present your Unipass Certificate or other Unipass credentials.
- Complete our subscription process to create your Mailock account.
- Once this is complete you can sign in to your new Mailock account, invite your colleagues and begin your free trial.
