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Confidentialty &  Data Protection Policy

We understand that the information reviewed is often sensitive, legal, or Proprietary.

  • Non-Disclosure:  All information provided for review remains the exclusive property of the client. Any retention of records, work product, or related materials by BBIC does not alter client ownership and will be handled in accordance with this policy.  

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  • Secure Handling:  Files are stored on secure, encrypted systems.

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  • Record Retention:  BBIC may retain records, work product, and related materials after project completion where appropriate for audit, research, quality assurance, legal and regulatory compliance, internal recordkeeping, conflict checking, training, service improvement, and to support continuity in the event of future related work.

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  • Client Preference & Disposal:  Subject to BBIC’s record-retention practices, legal requirements, professional responsibilities, and legitimate business purposes, files may be returned or securely destroyed upon client request. Where BBIC determines it is appropriate or necessary to retain certain records, such materials will continue to be protected in accordance with this policy.

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  • NDA Ready:  BBIC has a Non-Disclosure Agreement available for limited customization and signing and welcomes the opportunity to review a client’s customized NDA prior to the initiation of any analysis.

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