No-one employed by Legado, or any third-party, has access to your data unless you specifically give them access. Some of the actions and events you perform, e.g. add a contact or complete a form are also available as high-level stats but not any of the content. You may receive your Legado account through a professional advisor, eg IFA, Solicitor or Accountant. They will talk to you about the benefits of the account and will send you an invite to join. This adviser introducing you will, if you allow them, have access to view and upload files to your account, and it is likely to be beneficial to you for them to continue to have that access. However, during your onboarding journey, and at any time after, you can change the level of access they have, through the normal mechanism for managing contact access.

No-one employed by Legado, or any third-party, has access to your data unless you specifically give them access. Some of the actions and events you perform, e.g. add a contact or complete a form are also available as high-level stats but not any of the content. You may receive your Legado account through a professional advisor, eg IFA, Solicitor or Accountant. They will talk to you about the benefits of the account and will send you an invite to join. This adviser introducing you will, if you allow them, have access to view and upload files to your account, and it is likely to be beneficial to you for them to continue to have that access. However, during your onboarding journey, and at any time after, you can change the level of access they have, through the normal mechanism for managing contact access.