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Click here for the customer site.
Where you are required to logon to use some of our online tools and services the following points will be applicable.
secure server site uses state-of-the-art SSL 128-bit encryption to prevent
anyone from accessing your client information online. When you log on, you will
be asked to provide us with your personal access details before you can view
and access your accounts. When you enter this data, it will be automatically
encrypted, so that no one else can read it.
make our online tools and services even more secure we automatically instruct
most browsers not to cache personal information (i.e. store information in
memory). Where the browser does not cache information, you may not be able to
retrieve the last page you have visited by using the browser's back button. In
some cases you may have to follow additional steps to refresh the page which
you have seen. Using the online service navigation buttons (rather than the
browser navigation buttons) avoids this.
best way to be secure on the Internet is to use a version of an Internet
browser that offers the latest encryption technology, such as Internet Explorer
and Mozilla Firefox.
we take all reasonable steps to secure your access to our websites, you are
strongly recommended to implement your own security measures such as a
firewall, up to date anti-virus software, up to date anti-spyware software and
to ensure that your personal computer has the latest security patches installed
for your operating system.
we've taken extensive steps to ensure that our online tools and services are
safe for all Financial Advisers, there are a number of things you need to do to
ensure that no one can access your details. You should try to incorporate these
into your online habits, just as you would always keep your credit/debit cards
and chequebook separate, or ensure that you don't leave credit card slips lying
should always ensure that you click on the “log out” button when you have
finished using the online services or tools. Although we have set up the
system to do so automatically after 10 minutes of inactivity, someone else may
still have time to tamper with your computer.
factor authentication is a highly secure form of online access, similar in
security terms to ‘chip and PIN’. It is based on the principle of combining
‘something you have’, for example your credit card or a grid card, and
‘something you know’, your PIN.
that employ single-factor authentication based on username and password are
increasingly being attacked; these attacks can take the form of:
new system is simple and easy to use. The ‘something you have’ is your mobile
phone or grid card, and the ‘something you know’ is your user name and
you have registered as an online services user on the Phoenix Wealth
website, you will be sent a random 6-digit number to your mobile phone each
time you log in. This PIN needs to be entered before you can access online
services. The PIN helps ensure it really is you – protecting you and your
authentication using SMS text messaging or a grid card