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Protocol Wealth

Disclosure archive

Business Continuity, Trusted Contact & Financial-Exploitation

v2026.09.03

Document version
v1.2
Effective
2026-09-03
Change
material — supersedes v2026.07.08
SHA-256
d8d52696ba2ce9b7ba2f047b2191050c7177ae4b7ed4ee8426938c38985a3fda

Note

Corrects the closing paragraph, which said this document was "incorporated by reference into your Client Advisory Agreement". The Agreement incorporates only the General Terms and Conditions (section 4); section 5 records that this disclosure was delivered. The prior wording asserted contractual status the Agreement does not grant, and if it were true, revising this disclosure would amend a signed contract. No risk, practice or factual content changed.

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