01Identity
Confirm who you are dealing with
Check the legal entity, official domain and contact channels. Where authorisation is claimed, verify the relevant activity and jurisdiction in the official register.
Confidence starts with clear checks
Know what to verify before you take the next step.
A polished interface is not evidence of protection. Understand who provides the service, how access is managed and where responsibilities begin and end.
Explore the WorkspaceSecurity / Research notes
A practical review, layer by layer
Treat security as a set of questions that need current answers. Confirm the arrangements that apply to your account and region rather than relying on a badge or a general promise.
02Account access
Understand the available safeguards
Ask about multi-factor authentication, session controls and account recovery. Use unique credentials and never share passwords or one-time security codes.
03Personal data
Know what happens to your details
Review the privacy terms, requested information and contact permissions. Ask how access to personal records is controlled and how to raise a data request.
04Funds and custody
Separate research from fund handling
Before transferring funds, identify the recipient, custody arrangement and withdrawal process. A contact enquiry is not a funding instruction.
05Service continuity
Ask how issues are handled
Clarify support channels, incident communication and recovery procedures. Availability figures and assurance claims need a defined scope and supporting evidence.
06Independent evidence
Check the scope, not just the logo
If an audit or certification is cited, review its issuer, date and coverage. A supplier’s certification does not automatically cover the service you use.
Your next step
Bring your security questions to the conversation
Request clarification on access, privacy and provider responsibilities. Resolve the important unknowns before sharing more information or committing funds.
Return to the workspace →
Your next step starts here
Explore access to the workspace
Leave your details to request a follow-up about access, available tools and the questions you want answered before proceeding.