Client requirements
Security work for your Regulation S-P planning
Start with the technical work your organization needs and the evidence your advisers request.
Discuss the technical scope
Identify the Regulation S-P requirements that apply and the systems and controls they cover.
Assess where you stand today with security testing, configuration reviews, and a prioritized list of gaps.
Close the gaps with remediation assistance, then retest what was fixed.
Prepare the evidence and documentation your auditor or assessor asks for.
Please note
Who does what
We help you work out where you stand against Regulation S-P, close the gaps, and get ready for your audit or assessment. The audit opinion, attestation, or regulatory filing itself comes from your independent auditor or assessor and your organization, and your legal advisers confirm what applies to you.
Before you engage
Share your requirements, audit dates, and deadlines. We’ll discuss whether the requested work is a fit before proposing an engagement.
Discuss the technical workStart a conversation
Your next step.Let’s make it clear.
Tell us about your environment and priorities. We’ll discuss the scope and outline the next steps.