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REGULATORY DISCLOSURESWhat it is
The privacy notice, explained.
Explains what personal information a firm collects, how it uses and shares it, and the choices clients have, under US rules such as Regulation S-P and Canadian privacy law.
Key fields
What Intelligent Document Processing extracts
Firm nameInformation collectedHow it is sharedOpt-out choicesContact for questionsEffective date
How IDP works With FutureVault
How FutureVault handles the privacy notice.
Delivered at the right momentDeliver the Privacy notice at account opening and whenever it changes.
Proof of deliveryEvery delivery and view is recorded, ready for examiners.
Full version historyEvery version is retained with its effective date.
FAQ
Privacy notice questions, answered.
When is the privacy notice due?
In the US, at the start of a customer relationship and annually unless an exception applies. In Canada, privacy policies must be available under PIPEDA and provincial law.
Can FutureVault extract data from the privacy notice?
Yes. Intelligent Document Processing reads the privacy notice and captures fields such as firm name, information collected, how it is shared, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the privacy notice?
Deliver the privacy notice at account opening and whenever it changes. Every delivery and view is recorded, ready for examiners.