Wiseplan PRO Digital estate planning
Trust centre

Security and compliance, stated plainly.

Wiseplan Pro is in pre-launch preparation. We are putting the UK GDPR, security and supplier materials in place before launch, and this page will be updated only as each item becomes accurate to state publicly.

Last updated: July 2026

Security approach

  • Encryption approachComing soon
  • Mandatory MFA for professional usersComing soon
  • UK data-hosting statementComing soon
  • Audit logging approachComing soon

Compliance status

  • Cyber Essentials PlusComing soon
  • ISO 27001Coming soon
  • ICO registrationComing soon
  • UK GDPR documentationComing soon
  • Professional due-diligence packComing soon
UK GDPR readiness

Supplier information will be handled through due diligence.

We maintain a supplier and sub-processor register as part of our UK GDPR preparation. We do not plan to publish a full supplier map publicly, but we will provide the relevant register to professional firms during due diligence and contract review.

Public transparency

Public pages will explain the categories of suppliers we use, the purpose of processing, and whether international transfers apply.

Firm review

Professional firms will be able to review named supplier, data-location and safeguard information before contracting.

Change control

Our customer terms will set out how relevant sub-processor changes are notified once Wiseplan Pro is live.

Security pack

Due-diligence materials will be available on request.

We are preparing a standard DPA, security pack, supplier register, data-flow information and continuity documentation for professional firms. We will not publish or share documents until they are accurate and ready for review.

Request firm information