PFS Privacy and Data Control
Understand how PFS describes control, consent, anonymised adviser snapshots and contact sharing.
Your assessment
PFS uses the information you provide to generate your assessment and report. The platform is designed around user control and explicit choices.
Adviser snapshots
When you request a connection, the adviser receives an anonymised profile snapshot rather than your name, phone number or email as part of the initial request.
Contact information
After acceptance, encrypted chat opens inside PFS. Contact information is not automatically revealed; it becomes visible to a professional only when you personally choose to share it.
Audience intake
When you use an adviser’s intake link, you can voluntarily choose whether to share your anonymous profile with that adviser. PFS does not automatically turn the intake into a public profile.
Important limitation
This page describes the product mechanics represented in the current PFS implementation. For the legally controlling privacy terms, users should refer to the current privacy policy and applicable notices served by the deployment.
Start with your financial picture
If you want to understand your current Personal Financial Stage, you can start the PFS assessment.
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