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LEDZERLY TRUST CENTRE · ORIGINAL DRAFT

Confidentiality Policy

Ledzerly treats practice, client, accounting, audit, tax and operational information as confidential business information.

Original Ledzerly draft · Prepared August 2026 · For review
  1. Access is limited to authorised users and service providers who need the information to operate the service.
  2. We do not use customer data to promote another customer or disclose it except to provide the service, comply with law, protect rights or with permission.
  3. Customer information is returned, exported or deleted according to the service arrangement and applicable retention requirements.
  4. If you identify a suspected disclosure, contact contact@ledzerly.com immediately with the relevant account and details.
  5. This policy applies to Ledzerly website visitors, trial users, customers, authorised workspace users and service providers where relevant.
  6. Ledzerly documents operational decisions, assigns responsibility and reviews controls as the products, threats and applicable requirements change.
  7. Customers must provide accurate information, maintain appropriate internal approvals and ensure that their users have the authority to act on their behalf.
  8. A concern or request should include the relevant account, dates, records and contact details so Ledzerly can investigate and respond proportionately.
  9. Ledzerly may update this policy when its services, providers, security controls or legal obligations change, with the revised date shown on the page.
  10. Nothing in this policy limits rights or remedies that cannot lawfully be excluded, and the final customer agreement may contain additional obligations.

Review notice: This original draft is product guidance, not a substitute for legal advice or a signed customer agreement. Ledzerly should confirm the final contracting entity, applicable law, dispute process, data retention schedule and regulatory obligations before publication.

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