Security Policy

Wealth Planning-Website Security

General terms for the provision of services
Version (1)

1. Introduction

There is no such thing as “perfect security”. We have to compromise between increased levels of security and the convenience to you in transacting with us.

2. Our security responsibilities

We will ensure that:

3. Our security disclaimers

Please note the following:

4. Your security responsibilities

4.1 Recommended steps. You should:

4.2 Additional steps. Other steps you should take to help protect your computer include:

5. Protecting your password

You should:

6. Credit card information

6.1 Safe and secure. Transacting with us electronically (including transacting and using your credit card on our website) is safe and secure. It is much the same as transacting in person face-to-face.

6.2 Payment processing. We do not get involved in any credit card transactions directly. All credit card transactions are handled or acquired for us via our approved payment gateway for our bankers. No credit card details are stored on our website. Our payment gateway uses the strictest form of encryption, namely Secure Socket Layer 3 (SSL3).

6.3 Payment verification. A Certificate Authority (or CA) checks, verifies, and certifies our service provider’s company registration documents and domains to ensure that nobody can impersonate them to obtain your payment Information.

6.4 Secure URL. Once you begin the checkout process you will notice that the site URL will change from “http” to” https” and a small padlock will appear at the bottom of your screen. This is indicative of a secure Internet transaction.

6.5 Verification programs. We do not currently support the Verified by Visa program [insert hyperlink -] or the MasterCard SecureCode [insert hyperlink -]. You can still use your Visa or MasterCard credit card as payment for an order, but we will not ask you to enter your Verified by Visa password or MasterCard SecureCode.

7. Phishing

7.1 Secure URL. You must only log in to your account from a page that begins with

7.2 No confirmation through links. We will never ask you to confirm your username and password or other sensitive information by clicking on any links in an email other than the email link we send you at registration to verify your email address. Be aware of “phishing” attacks where criminals attempt to obtain your sensitive information by sending you an email, masquerading as an email from us, asking you to access your account or verify information via links in the email, or diverting you to a fake Total Send website. Please report any suspected phishing attacks to us immediately to prevent any harm to you or other users.

8. Contact us

Please report any suspicious or unauthorised activity relating to your use of our website to us directly, because it will help make our website as secure as we can.

9. Our right to take action

We reserve the right to take whatever action we may deem necessary at any time to preserve the security and reliable operation of our system. You undertake not do (or permit anything to be done) that may compromise the system under our control.