Policy

Document Handling and Retention Policy

Last updated: 2026-07-01. This document is a placeholder pending professional legal review before public launch.

Retention Categories

  • General enquiries
  • Unconverted proposals
  • Customer identification
  • Corporate formation documents
  • Payment records
  • Government receipts
  • Visa documents
  • Tax documents
  • Banking-readiness documents
  • Support messages
  • Closed-project records

Retention periods will be configured after legal review. Secure deletion applies at end of retention, subject to legal retention exceptions.

Security Controls

  • Encrypted transfer and storage
  • Restricted role-based access
  • Access logging
  • Malware scanning of uploads
  • No public file URLs; documents are not indexed
  • Documents are not used for marketing or AI training