13. Client Data Confidentiality (Enhanced Protection for Financial Information)

At OYBN (Own Your Business Numbers), we recognise that our clients entrust us with highly sensitive financial and business information. We treat this information with the highest level of confidentiality and care.

13.1 Confidential Nature of Client Data

All financial, operational and business information provided to us is treated as strictly confidential, including but not limited to:

Financial statements, reports and forecasts

Cash flow data and business performance metrics

Pricing, margins and cost structures

Strategic plans and business decisions

Access to accounting systems and financial platforms

All personal information provided in coaching sessions

13.2 Use of Confidential Information

We will only use your confidential information for the purpose of:

Delivering our services (including coaching, training, and Virtual CFO services)

Providing insights, recommendations and reporting

Supporting your business decision-making

We will not use your information for any unrelated purpose without your explicit consent.

13.3 Non-Disclosure

We will not disclose your confidential information to any third party except:

Where required to deliver services (e.g., secure software platforms)

With your prior consent

Where required by law

All third-party providers are required to handle your information in a secure and confidential manner.

13.4 Access Controls

Access to client data is strictly limited to:

Authorised personnel within OYBN

Contractors or service providers bound by confidentiality obligations

We take reasonable steps to ensure that all individuals with access to your information understand and comply with confidentiality requirements.

13.5 Data Security for Financial Information

Given the sensitive nature of financial data, we implement enhanced safeguards including:

Secure cloud-based systems with encryption

Controlled access permissions, including using 2 Factor Authorisation wherever possible

Secure transmission of financial documents

Use of reputable accounting and financial platforms

13.6 Data Separation

We maintain strict internal controls to ensure that:

Client data is not shared between clients

Data is isolated and protected within systems

Cross-client visibility is prevented

13.7 Ongoing Confidentiality

Our confidentiality obligations continue:

During the course of our engagement

After services have ended

13.8 Client Responsibility

You are responsible for:

Maintaining the security of your own login credentials

Providing accurate and authorised information

Not sharing access to systems without appropriate safeguards

13.9 Professional Duty

As financial professionals, we operate under a strong ethical framework and are committed to maintaining trust, discretion and integrity in all client relationships.