Privacy and saving
Draft for discussion with your adviser. Your financial answers stay in this page. They are not automatically uploaded or sent. The client quick check sends answers to Johann only if the client fills in the send form, ticks consent and taps Send. Sources, assumptions, advice and applicable requirements need professional review before final sign-off or financial decisions.
This app has no account or analytics. Browser recovery is off unless you explicitly enable a password-protected copy on a private device. That optional copy contains encrypted answers only and needs your recovery password after reopening. Keep a separate protected-file backup and check that it reopens. Your browser may retain an open or restored page.
When you open the tool online, the website host receives normal request information such as your IP address and browser details. Financial answers are not added to those requests. Saved files, PDFs, paper and anything you choose to email are separate copies: keep them private. The app does not send email; your mail provider handles any message you choose to send.
Protection applies to the password-protected file only, with no lost-password recovery. Downloaded records remain until you remove them. Retention requirements, longer periods and holds need professional confirmation; the app never deletes records automatically. A version fingerprint checks content, not identity or a recognised electronic signature.
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