Purpose
This draft notice explains the intended handling of information submitted through the Wimbledon Financial website. It should be completed and reviewed before production use.
DRAFT — FOR LEGAL REVIEW BEFORE PRODUCTION.
Data & Security
Draft prepared September 1, 2026
Transmission
Application information and uploaded files are prepared in the browser and submitted to the configured intake endpoint. The website does not persist SSN, EIN, signature or file data locally or on an application server.
Endpoint Controls
Production teams should confirm access controls, monitoring, retention settings and downstream handling for the configured webhook and any connected storage or workflow systems.
Files
The website restricts accepted upload formats and file size in the browser. Production systems should also validate files after receipt.