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FTC Safeguards Rule

Safeguards Rule compliance, right-sized

FTC Safeguards Rule compliance for auto dealers, accounting firms, and non-bank financial institutions — qualified individual, risk assessment, and the nine required elements.

FTC Safeguards Rule services

What we deliver

The amended Safeguards Rule reaches far beyond banks — dealerships, CPAs, mortgage brokers, and anyone significantly engaged in financial activities. We implement the nine required elements without enterprise bloat: a designated qualified individual, written risk assessment, access controls, encryption, monitoring, training, vendor oversight, incident response, and board reporting.

Our areas of focus include:

Qualified Individual

Fractional fulfillment of the designated 'qualified individual' role the Rule requires — with board reporting included.

Written Risk Assessment

The documented risk assessment that drives your safeguards program — refreshed on a defined cadence.

Technical Safeguards

MFA, encryption at rest and in transit, access reviews, and secure disposal — implemented, not just documented.

Monitoring & Testing

Continuous monitoring or annual penetration testing plus vulnerability assessments — the Rule requires one path; we help you pick and run it.

Vendor Oversight

Service provider selection, contractual safeguards, and periodic assessment workflows.

Incident Response Plan

The written IR plan the Rule mandates, including the FTC's 30-day breach notification requirement.

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Drive your business forward.

We focus on execution, not theory — building security and infrastructure that actually supports your business.