CLIENT PORTAL

How we handle your uploads

This notice explains the portal’s intended operation. It supplements Advizr’s privacy policy.

What we collect

Your verified email, recipient email, message and uploaded files. For security, we record timestamps, IP address when available, browser information, country code when available, and verification, upload, download request and deletion events. We do not use advertising trackers or device fingerprinting.

Why we use it

To receive documents for your work with Advizr, notify your recipient, acknowledge your upload and protect access. Advizr relies on the lawful basis appropriate to its engagement and legitimate interests for proportionate security. Acknowledging this notice is not consent to marketing.

Who can access it

Files are held securely in Advizr’s private storage. Portal downloads require verification of the recipient’s email. Authorised Advizr staff can also access files in that storage. Our storage, email and hosting service providers process data to operate the portal.

Retention

Uploaded files remain until the Advizr team deletes them, subject to periodic review and the firm’s record retention requirements. Security logs are removed after 90 days when the portal next handles a verification request. Expired email codes and sign-in sessions are removed at the same time. The portal is not intended to be your only backup.

Cookies and security

A strictly necessary sign-in cookie lasts up to four hours. An enabled anti-abuse check may use its own security technologies when invoked. Files are not virus-scanned by this portal. Do not upload executables; tell your recipient separately about any password-protected files.

Your rights

Contact hello@advizr.co.uk about access, correction, erasure or other data protection rights. Some records must be retained for legal or professional obligations. You can also raise a concern with the Information Commissioner’s Office.