Security & your data
Your brokerage data should stay yours.
Your customer and commercial data is the core of your business. This page will set out exactly how Energen handles it.
Data separation
How each firm’s data is logically separated from other firms.
Access and permissions
Role-based access within a firm, who in your firm controls access, and how support access works and is logged.
Data processing
The legal entity, controller and processor roles, subprocessors, hosting regions, retention and international transfers.
UK GDPR
Lawful processing, data-subject rights, incident response and how to contact us.
Exports and exit
What you can export and in which formats, how deletion is requested, and backup retention.
AI, bills and transcripts
Which providers process uploaded bills and call transcripts, whether content is used for model training, retention and your controls.
Security practices
Authentication, encryption in transit and at rest, backups, access logging, vulnerability management and incident process.
Have a question about your data?
Get in touch and we’ll send our data handling summary.