Trust Centre
Privacy and responsible data handling
RiGEL is designed for sensitive wealth, estate, trust, family, and community information. This page explains how we approach privacy, data handling, and responsible use of information — and points to where binding terms are published.
How RiGEL approaches sensitive information.
Estate, trust, and household information can include family details, beneficiaries, financial records, and — where you use RiGEL in community contexts — membership-related information. Collection and use should stay limited to what is needed for the guidance and workflows you choose.
Collection
What we collect
Information gathered through the product is intended to support wealth, estate, and trust guidance — for example assets, liabilities, beneficiaries, and contextual details your organization or household provides.
- • RiGEL does not sell client, community, trust, estate, or financial information
- • No brokered data ingestion for advertising
- • Intake through agreed advisor, enterprise, or household workflows
Use
How data is used
Used to operate the guidance experiences you use — for example structured calculations, records, and reports — not for advertising or unrelated profiling.
- • Rule-based, structured guidance where RiGEL applies logic you configure or import
- • No AI-powered substitute for professional, fiduciary, or legal judgment
- • RiGEL does not train AI models on private estate, trust, community, or financial information
Retention
How long data is kept
Retention follows the agreements and settings that apply to your deployment. Data can be deleted on request or when a contract ends, subject to legitimate record-keeping needs described in your terms.
- • Deletion processes aligned with your agreements
- • Contract- or deployment-aligned retention periods
- • Activity and decision records where RiGEL is configured to retain them
RiGEL may use privacy-conscious analytics to understand website performance, improve usability, and measure interest in pages or features. Analytics should not include private estate, trust, financial, beneficiary, community, or free-text form details.
Rights, transparency, and your responsibilities.
Organizations using RiGEL remain responsible for privacy requirements that apply to them. RiGEL provides workflows that can help teams respond to access, correction, deletion, and export requests in line with your processes.
Clients, beneficiaries, and households
Advisors and enterprises can handle requests for access, correction, deletion, and export according to their policies. RiGEL supports operational steps that make those workflows easier to run with transparency for families.
Organizations using RiGEL
Privacy responsibilities stay with your organization — whether you are an advisor, fiduciary team, institution, or Indigenous governance or trust office. RiGEL is a tool; accountability for lawful processing remains yours.
Binding terms and formal reviews
This overview is not a substitute for the Terms of Service, privacy provisions in your contract, or advice from qualified counsel. For indexed legal summaries and contracting paths, start from Legal; for Trust Centre context on security and implementation, see the hub.