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Confidentiality & Non-Disclosure Policy – Flair Financial Accounting

Confidentiality & Non-Disclosure Policy1. Scope of Confidentiality2. Non-Disclosure Obligations3. Signed NDAs & Engagement Contracts4. Internal Confidentiality Protocols5. Exceptions to Confidentiality6. Secure Storage & Transmission7. Duration of Confidentiality8. Breach Management9. Client Responsibilities10. Contact Us

Confidentiality & Non-Disclosure Policy

Effective Date: July 22, 2025

Website: https://flairfas.com

Flair Financial Accounting (“FlairFAS,” “we,” “our”) is committed to maintaining the highest level of confidentiality with respect to all client information, documents, and financial data. This policy explains how we protect confidential materials and the legal boundaries that govern access and disclosure.

1. Scope of Confidentiality

This policy applies to:

  • Client financials and accounting records
  • Internal company data, strategic plans, or valuations
  • Legal documentation and personal identifiers
  • Proprietary business models, formulas, and systems
  • Any data marked confidential or deemed sensitive by nature

2. Non-Disclosure Obligations

We agree to:

  • Not disclose, publish, or share confidential information with any third party without prior written consent
  • Use the information strictly for the purpose of delivering agreed-upon services
  • Restrict internal access to authorized personnel only

3. Signed NDAs & Engagement Contracts

Where applicable, FlairFAS:

  • Signs mutual or one-way non-disclosure agreements with clients
  • Includes confidentiality clauses in service agreements and engagement letters
  • Honors third-party NDAs shared through intermediaries (e.g., donors, government entities)

4. Internal Confidentiality Protocols

All FlairFAS team members are subject to:

  • Signed employee confidentiality agreements
  • Ongoing confidentiality training
  • Role-based information access and secure communication protocols

5. Exceptions to Confidentiality

Information may be disclosed only if:

  • Required by law, court order, or regulatory authority
  • Already publicly available through no fault of FlairFAS
  • The client provides written consent for release or publication

In all cases, disclosures are made in good faith and with the client’s awareness wherever possible.

6. Secure Storage & Transmission

We protect confidential documents through:

  • Encrypted email and document sharing tools
  • Secure cloud storage with access logs
  • Audit trails for document uploads, downloads, and edits
  • VPN-secured team access and restricted portal entry points

7. Duration of Confidentiality

The confidentiality obligations remain in effect for:

  • The duration of the client relationship
  • A minimum of five (5) years post-engagement, unless otherwise agreed
  • Longer if mandated by law, regulation, or donor agreement

8. Breach Management

Any suspected or actual breach of confidentiality is:

  • Investigated immediately by the FlairFAS compliance team
  • Logged and resolved according to internal protocol
  • Reported to affected clients or authorities if applicable

9. Client Responsibilities

Clients are expected to:

  • Mark sensitive data or documents as “Confidential” when shared
  • Use secure channels provided by FlairFAS
  • Alert us if any breach, loss, or unauthorized disclosure is suspected

10. Contact Us

For questions or concerns about confidentiality or NDA enforcement:

Flair Financial Accounting

Email: policy@flairfas.com

Website: https://flairfas.com

Frequently asked questions

Confidentiality & NDA Policy

1. Do I need to sign an NDA with FlairFAS?

We offer both mutual and one-way NDAs. Many engagements include confidentiality clauses by default in the engagement letter.

2. How does FlairFAS handle my confidential documents?

All documents are encrypted, access-controlled, and shared through secure channels. Only authorized team members are granted access.

3. Can FlairFAS share my data with third parties?

No, not without your written permission — unless required by law or by an audit authority under strict compliance.

4. What if my information is accidentally disclosed?

FlairFAS has breach protocols in place to immediately investigate, contain, and report any incident. You will be notified of any unauthorized disclosure.

5. How long does FlairFAS keep confidential information?

We retain information securely for at least 5 years post-engagement or longer if required by donor or legal frameworks.