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US: Financial Services

Meet Gramm Leach Bliley (GLBA) Act, FINRA, IRS Pub 4557, SEC, PCI-DSS and other financial data security obligations.

  • IRS Pub 4557 Compliance for Tax Practitioners

    IRS Publication 4557 provides seven checklists for tax preparers to help protect tax clients' tax data. The safeguards also protect your business from a data breach and the resulting loss of revenue a...

  • Gramm Leach Bliley (GLB) Act Compliance

    The GLB Act of 1999 and the Safeguards Rule of 2002 require all financial service providers to protect their customer's financial privacy and is enforced by the US Federal Trade Commission (FTC). Ency...

  • FINRA Compliance

    Encyro helps you comply with FINRA cyber-security requirements is the following ways: Encyro maintains the confidentiality and integrity of data as required by FINRA.  Encyro uses US federal standards...

  • PCI-DSS

    PCI-DSS requires safeguarding credit card data that you receive.  Email is not a secure way to ask a customer to provide their credit card information to set up their automatic payment or pay. Email i...

  • SEC Regulations

    The SEC Regulation  Title 17: Chapter II, Part 248, Subpart A: §248.30 requires every broker, dealer, and investment company, and every investment adviser registered with the SEC to adopt written poli...