Protecting Your Privacy: A Safer Approach to Financial Communication

Protecting Your Privacy: A New Approach to Email Communication

At Lifetime Financial Group, your privacy and security are our top priorities. To enhance the protection of your sensitive information, we're making some changes to how we communicate with you via email.

Why the Change?

In today's digital age, cyber threats are becoming increasingly sophisticated. Email, while a convenient tool, can be vulnerable to hacking and data breaches. To mitigate these risks, we've decided to limit the amount of personal information we share through email.

What Does This Mean for You?

Starting shortly, we will no longer be sending emails that contain the following personal information:

• Full tax file numbers (TFNs)
• Full bank account numbers

Instead, we'll use abbreviated versions, such as:

• Last four digits of your account number
• Tax File Number Recorded

A Safer Way to Access and Share Your Information

To ensure the security of your important financial documents, we're introducing two secure methods to access, manage, and share your information:

1. Client Vault: This secure online portal allows you to:
   • View and download your financial documents
   • Upload documents to share with us securely
   • Accessing your Client Vault is simple, but it requires two-factor authentication (2FA), which adds an extra layer of security.
     • The Client Vault can be accessed at https://lifetime.worksorted.com/login.php and requires;
       • Your usual email address we use when contacting you and
       • Your mobile number we have on file (For receiving the two-factor authentication code and
       • Your Surname (You will be prompted for this once you have entered your email and mobile and have received the two-factor authentication code).
         
         You will receive a text from +61 0428 726 753 confirming a document is ready to view and an email with the link. The email is from LifeTime Financial Group <notification@worksorted.com>
         
         If you are unsure, please call the office immediately on 03 9596 7733 for assistance
          
2. Annature: For documents requiring signatures, we will continue to use Annature, a secure electronic signature platform. This platform allows you to sign documents digitally, eliminating the need for paper documents and ensuring the confidentiality of your information.

Your Privacy, Our Commitment

By implementing these measures, we're taking proactive steps to safeguard your privacy. We believe these changes will significantly reduce the risk of your personal information being compromised.

We understand that change can sometimes be disruptive. However, we're confident that these measures will ultimately benefit you by providing a more secure and efficient way to manage your financial affairs.

If you have any questions or concerns about these changes, please don't hesitate to contact our Client Services team. We're here to assist you and ensure a smooth transition.

Thank you for your understanding and cooperation.