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Trust Centre

Get details about DFIN’s security, privacy, compliance, resiliency, and the latest product security information.

Security Vault

Trust begins with transparency

Our mission is to build our products and services with security, privacy, compliance, and resiliency in mind. That’s why we created the Trust Centre: to give you access to the latest information when you need it.

Security

  • Protect your data's integrity, availability, and confidentiality
  • Explore DFIN security products and services
  • Report a security issue
Learn more

Privacy

  • See how DFIN protects and respects individuals' privacy
  • View data protection guidelines
  • Explore global compliance data protection laws
Learn more

Compliance

  • Request compliance certificates
  • Global offerings (ISO/IEC, SOC, Bridge Letters, BSI, etc.)
  • Local and industry-specific certificates
Learn more

Security Matters

  • From the desk of the CISO
  • DFIN white papers
  • Knowledge Hub
  • Current threat landscape
Learn more

Compliance you can trust

Compliance brand - AICPA SOC Compliance brand - ISO 2700I Compliance brand - Cibersecurity Framework Compliance brand - GDPR

ActiveDisclosure

View our white paper detailing ActiveDisclosure's comprehensive security and privacy programs.

Learn more

Venue

View our white paper detailing Venue's comprehensive security and privacy programs.

Learn more

Arc Suite®

View our white paper detailing Arc Suite's comprehensive security and privacy programs.

Learn more
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We can provide additional information including our SOC 2 Type II report, once a Non-Disclosure Agreement is signed

WHITE PAPER

How to secure today’s digital workplace

CISOs play a critical role in today's digital workplace, guiding executive leadership teams on how to align cybersecurity initiatives with business objectives.

Download white paper
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Dannie Combs - Chief Information Security Officer

From the desk of the CISO​

Led by Dannie Combs

CISO & CNBC Technology Executive Council Member
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Security is integral to global operations

Our information security program is an integral part of our global operations. Over 10,000 businesses trust DFIN to safeguard their data. Our program is subject to annual independent audits for compliance and industry standards certifications, ensuring that our program not only meets but exceeds the most stringent of security requirements.

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Data privacy is a top priority

Protecting our customer’s data privacy is a top priority. DFIN understands the importance of protecting the critical business and personal information entrusted to DFIN. We’re also committed to the General Data Protection Regulation (GDPR) compliance and have bolstered our already-strong data protection practices by evaluating and updating our company privacy policies and practices.

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Meeting and exceeding compliance standards

DFIN is committed to achieving and maintaining the trust of our customers. Our data governance standards, policies, and procedures are informed by a full range of factors, including continuous monitoring of the security and privacy landscape to ensure our approach remains in step and complies with the latest state, federal, and international requirements.

Security matters

Our mission is to build our products and services with security, privacy, compliance, and resiliency in mind. That’s why we created the Trust Centre: to give you access to the latest information when you need it.

DealMaker Cybersecurity Tablet
DFIN AND MORNING CONSULT RESEARCH

DealMaker Meter Cybersecurity Edition

69% of enterprise leaders say the risk outweighs the rewards of storing detailed data. Find out why and gain other valuable insights.

Download report

DFIN leverages several technologies, processes, and procedures to ensure customer data remains secure. MFA (multi-factor authentication), data encryption in transit and at rest, EDR (Endpoint Detection and Response), antivirus and malware protection, robust access controls (based on least privileged access), and Network perimeter security to ensure comprehensive data protection for our clients.

DFIN leverages a Secure Software Development Life Cycle process (SSDLC) whereby security is incorporated into all stages of the software development life cycle. Static code analysis (SAST), Dynamic application scanning (DAST), continuous vulnerability scanning, secure software release management, software architecture reviews, and annual independent penetration testing contribute to DFIN's application security practice.

DFIN’s security team is made up of approximately 40 team members spread across several functional teams including Application Security, Cyber Threat Intelligence, Identity and Access Management, Security Architecture, Network Security, IT GRC (Governance, Risk, Compliance), Supply Chain Security, and Cyber Awareness and Advocacy, all under the leadership of our CISO, Dannie Combs. Additionally, DFIN partners with third-party security providers for 24x7 security monitoring and incident response.

Simply click the “Talk to an expert” button and we will be in touch!

Blog from the CISO

Congratulations Dan

Shining a Light on Dark Data

Learn more about how DFIN protects our clients and employees from ransomware and phishing with advanced technology products, enhanced security features, and required employee training.

Read the blog
Dannie Combs - Chief Information Security Officer

More findings, right this way

Article

Investment Companies 2025 Outlook

eric johnson
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Calendar

2025 Investment Companies Regulatory Calendar

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Resources

How To Optimize the Investor Onboarding Process  

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Fact Sheet

Drive Efficiency and Mitigate Risk with Purpose-Built Content Management Software

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Blog

DFIN's Software Success Continues in Third Quarter

Craig Clay
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Case study

How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process

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White paper

ESEF Annual Reporting Inline XBRL Explained

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Case study

How We Helped a Medical Technology Company Collaborate on Proxy Statements

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Case study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

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White paper

How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations

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Resources

Compensation Discussion and Analysis (CD&A) Guidelines

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Resources

What Is a Proxy Statement?

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Case study

How We Helped a Global Investment Bank Drive Secure Collaborations & Data Sharing Worldwide

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Resources

CSRD Readiness: Key Steps and Challenges for Compliance

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Case study

How We Helped Hummingbird Bioscience Modernize its Financial Reporting Workflow with ActiveDisclosure

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Case study

How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity

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Resources

The Complete M&A Due Diligence Checklist

Priya Shah
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Resources

IPO Market Trends & Outlook 2025

IPO Market Trends - Card
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Resources

EDGAR Next is Here. DFIN Has You Covered.

clark
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Fact Sheet

ArcRegulatory®: Meet Form CPO-PQR Requirements with Greater Ease and Confidence

View fact sheet