Cybersecurity Tools

Centrepoint Secure Sharing Portal

Centrepoint provides sensitive information and documents securely with you and your practice through a SharePoint document portal. Once you have been sent a document you will be prompted to set up a log on. This only needs to be done the first time you access the portal.

• CPAL external secure document portal – Access instructions.

Cyber Training

Security in Depth Training on Cyber and tips to avoid problems. Suitable for advisers and support staff. Advisers are also required to complete annual Cyber Training through Kaplan.

Security in Depth

Information on Security in Depth external Review:

• Your Cyber Review
• What to know before your Cyber Review
• Online Booking link

Sharing securely with SharePoint

• Webinar recording for sharing files securely recording.
• PowerPoint from webinar click here.

Secure Portal Options

• Xplan Portal – training webinar
• Elementa (Formerly Advice Revolution) – Additional information
• My Prosperity – Additional information

CPAL and Iress security information

These flyers can be used with your clients.

• Centrepoint How we manage your data and security
• Iress Information Security.

Cybersecurity Licensee Standard

• Cybersecurity Licensee Standard

Data Breach and Cybersecurity Breaches

• Data and Cyber breach notification form

Cyber Insurance cover for your business

Centrepoint Group Cyber Insurance

The Centrepoint Alliance Group Cyber Insurance Policy covers the corporate CAR and individual ARs for financial planning activities under our licence. We are pleased to announce that we have re-negotiated Centrepoint’s Group Cyber Insurance Policy. As a result the excess that applies to claims made by licensed firms has been reduced from $200,000 to $15,000 per claim.

Firms who are comfortable accepting an excess of $15,000 may wish to review their standalone cyber insurance cover in light of this change. It is important to investigate fully any differences between the Centrepoint Group Policy and your own standalone policy before taking any action. Important features of the Centrepoint Group Policy are:

• Policy excess is $15k per claim
• Policy covers cyber breaches attributable to activities that are authorised under the AFSL but excludes activities associated with other business lines e.g. accountancy, mortgage broking, general insurance etc.
• $5m limit compared to lower limits typically associated with standalone policies
• $250,000 sub-limit for Crime compared to lower sub-limits typically associated with standalone policies

ATC Cyber Insurance

ATC Cyber Insurance cover is available through PSC Insurance Brokers as a standalone policy for firms. Click here for the premiums for these options on a state-by-state basis (each state has varying stamp duty).

• Option A – Excess of $1,000, choose cover of $250k/$500k/$1m
• Option B – Excess of $2,500, choose cover of $250k/$500k/$1m

The insurer is Certain Underwriters at Lloyds through ATC Insurance Solutions. ATC requires you only to complete a simple standard application form – an IT checklist declaration and claims history information. If you are meeting the Cybersecurity Licensee Standard requirements you should broadly be able to meet the IT standards for the checklist declaration.

Most importantly, you should assess what cover you need for your specific circumstances. PSC Insurance Brokers can provide quotes for other options if you wish, or you may prefer to deal directly with your own broker.

Please email David Withers at dwithers@pscinsurance.com.au if you would like to know more.

Incident Response Plan

• Practice Incident Response Plan template