SECURITY & CONFIDENTIALITY
Your matter deserves careful handling from the first conversation through to completion.
Property transactions often involve sensitive personal, financial, and identity information.
Excel Legal applies a careful approach to the handling of client information, documents, and communications throughout your matter.
Security of Information
We take reasonable steps to protect the information provided to us and to reduce the risk of unauthorised access, misuse, or loss. This includes secure systems, careful document handling, controlled access, and appropriate verification procedures where required.
Sensitive information is not requested or shared through informal channels. Clear instructions and secure links will be provided where appropriate.
Identity Verification
Where verification of identity is required, we will guide you through the process and explain what is needed clearly and practically.
Confidentiality & Records
Excel Legal is bound by professional obligations of confidentiality. Information provided in connection with your matter is treated as private and confidential, subject to our legal and professional obligations.
Records are maintained in accordance with professional obligations and stored securely, with access limited as required.
Cyber Safety & Payment Fraud
Property transactions can be targeted by email fraud and payment redirection scams. Clients should always exercise caution with emails containing bank details, urgent payment requests, or changes to settlement information. Bank details and payment instructions should always be confirmed by telephone using trusted contact details before any funds are transferred. We will never notify you of a change to our bank details by email.
Privacy
Personal information is collected and used for the purpose of providing legal services, managing your matter, and communicating with you in relation to your transaction.
It is handled in accordance with our professional obligations and applicable privacy requirements.