When communicating with clients, please be mindful that including personal data in standard emails (such as names, addresses, DOBs, mortgage details, or account numbers) carries security risks. Unencrypted email can be intercepted, misdelivered, or accessed if an account is compromised, potentially leading to a GDPR breach.
It is fine to send general market updates, confirm appointments and also use their name, providing there are no other personal identifiers.
Wherever possible, encourage clients to use the OMS client portal. Your clients can safely send secure documents to you this way and can read any updates you make visible in a secure way.
If email must be used, you should ensure files are encrypted before sending.
Having completed our due diligence process we are happy to recommend Mailock from Beyond Encryption as the preferred solution.
Why This Matters
As a regulated firm, you’re required to ensure that any communication containing personal, sensitive, or financial data is protected. Secure email is a practical step toward fulfilling your obligations.
We have assessed Mailock against key compliance, usability, and integration criteria. The platform:
- Encrypts emails and attachments, protecting client data in transit.
- Allows you to verify recipients’ identities before granting access.
- Provides a full audit trail, helping to demonstrate your compliance efforts.
- Can be used with Outlook and your web browser, making it easy to adopt.
- Enables clients to respond securely without creating an account.
Mailock is already in use across many firms in the industry, and it has been recognised for its focus on regulatory compliance and client experience.
How to Get Started
We have secured a Connect Mortgages Member price of £8.50 per user/month, making it both a compliant and cost-effective choice.
This rate has been negotiated on your behalf, but each firm will contract directly with Beyond Encryption the providers of Mailock.
To take advantage of this offer or learn more, please click below:
Connect Mortgages Mailock Trial Registration
Alternatively, join a live Webinar and see Mailock in action:
Join a 30-minute webinar hosted by Carole Howard from Beyond Encryption on 2nd September at 11:00 am to see how Mailock works in practice and ask your questions live:
Register for the Mailock Webinar 02.09.25
For any further information: Carol Howard, Beyond Encryption Carole.Howard@beyondencryption.com
+44 20 8123 4546 | 07929750654
Regards
Alan Baldwin
Director of Compliance & Operations
For any questions or queries, contact the Compliance Team
Call : 01708 676110