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The Deadline to Meet the Requirements of the New Safeguards Rule is December 9th

The information security controls needed to comply with the GLBA Safeguards Rule underwent a significant revision in December 2021. By December 9, 2022, several additional information security safeguards must be in place; otherwise, offenders will be deemed out of compliance.

Any entity that manages consumer financial information, whether in paper, electronic, or other media, must comply with the GLBA. This extends beyond traditional financial institutions.

Last Call for GLBA Compliance! Graphic

Who Must Comply with the GLBA Safeguards Rule

All customer information in your possession is subject to the GLBA Safeguards Rule, regardless of whether it relates to people you have a business connection with or to clients of other financial institutions that have shared information with you. Here are some examples

  • Accountants 
  • ATM Operators
  • Car Rental Companies
  • Courier Services
  • Credit Reporting Companies
  • Credit Unions
  • Education Institutions
  • Financial Advisory Firms
  • Hedge Funds
  • Non-bank Mortgage Lenders
  • Property Appraisers
  • Real Estate Firms
  • Retailers
  • Stockbrokers
  • Tax Preparers
  • Universities

Getting Started is Easy

  1. Schedule your initial consultation
  2. Create a customized information plan to obtain GLBA compliance
  3. Feel GREAT about your company’s GLBA information security plan