Helvetic uses internal case-management and reporting processes to organise authorised instructions, documents, communication history, activity and outcomes.
Secure information exchange
The method used to exchange account information and documents is agreed with each client according to the nature and sensitivity of the data. Sensitive information should not be sent through the public website or an ordinary unprotected email unless specifically authorised.
Account control and auditability
Case activity, correspondence and relevant decisions are documented to support quality control, client reporting, complaint handling and appropriate oversight.
Clear reporting
Reporting can be structured around client needs, including account-level updates, portfolio summaries, closure reasons and information required for operational review.
Access and confidentiality
Access to personal and account information is limited to authorised personnel and approved service providers who need it for their work and are subject to confidentiality and data-handling requirements.
Human judgement
Helvetic does not use solely automated decision-making that produces legal or similarly significant effects on individuals. Account decisions involve human review.