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FromCFO
Security

Oversight without taking control of your money.

We see enough to advise. Never more than that.

Model

Four principles.

  • Minimal access

    Only the data needed for a decision.

  • Verified sources

    Every figure has a source and a date.

  • Role-based access

    You approve who sees what.

  • Audit trail

    A record of every access and change.

Boundaries

What FromCFO does not do.

  • FromCFO does not hold custody of client funds.
  • FromCFO does not execute transactions without proper authorisation.
  • FromCFO never asks for banking passwords or access credentials.
  • FromCFO does not claim to hold a legal or investment licence.
  • Legal, tax and regulated investment services are provided by independent, qualified partners.
  • Every figure carries a source, a date and a freshness status.