Confidentiality is a core principle of Valoris.

Our commitment to discretion

Valoris Captive Advisory treats confidentiality as a core operating principle. We recognise that captive planning may involve sensitive information concerning ownership, insurance expenditure, loss history, financial capacity, operational risk and strategic direction.

We do not disclose client identities, mandates, programme structures or commercially sensitive information without explicit consent, except where required by applicable law, regulation, court order or professional obligation.

Information submitted through the website

We request only the information necessary to understand an initial enquiry. Submission does not create an advisory relationship and should not be treated as a secure channel for highly sensitive records.

Data minimisation

Initial enquiries are designed to collect limited professional and organisational context. [CONFIGURE DATA CONTROLLER, RETENTION PERIOD AND PROCESSOR DETAILS BEFORE PUBLICATION].

Confidential engagement process

Where a discussion proceeds, scope, information requirements and an appropriate secure exchange process can be agreed before detailed materials are shared.

When sensitive information should be shared

Initial website enquiries should not include detailed claims files, policy schedules, financial records, ownership documents or other highly sensitive materials.

Client anonymity and mandate confidentiality

Valoris does not use client logos, publish identifiable case studies or disclose mandates without explicit consent.

Legal and regulatory limitations

Confidentiality is subject to applicable law, regulation, court order, professional obligations and proportionate security requirements.