Discretionary management · Since 1998
The annual review, without the annual paperwork.
Our regulator requires us to confirm your details each year. Until now that meant a letter, a form, and a copy of your passport. Now it means one notification on your phone, and one tap.
How the refresh works
- You share your details once, when you join.
- Our compliance team raises a refresh request.
- You approve it in your app, and we are current again.
What our compliance file holds
And, just as importantly, what our systems can prove without holding anything.
What we asked for
Every request we have ever raised, with the reason and the exact fields, kept as an audit trail.
When you agreed
Your approval is recorded against the request, so we can show a regulator consent without showing them your data.
Nothing in the middle
The audit trail holds field names. The values are encrypted for us alone, and Squiryl never sees them.