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Trust Center

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 Center: 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
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Privacy

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

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

  • From the desk of the CISO
  • DFIN white papers
  • Knowledge Hub
  • Current threat landscape
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Compliance you can trust

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

ActiveDisclosure

Affordable ESG and SEC reporting software from the leading SEC filing agent with real-time collaboration.

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Venue

Our intuitive virtual data room platform is continually optimized for security, productivity, and usability.

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Arc Suite®

Financial regulatory compliance software that helps you meet the challenges of an ever-changing regulatory environment.

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

Dannie Combs moderates at CNBC Technology Executive Council Summit

Dannie speaks with an executive panel to discuss the merger and integration of BB&T and SunTrust to form Truist Bank, how Truist turned to UiPath's Automation Cloud platform to build a digital workforce, automated over 150 processes, and tackled an unprecedented volume of fraudulent activity.

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
CISO Whitepaper Handbook Cover
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.

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.

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More findings, right this way

Blog

Be Deal-Ready with Smart Technologies

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Report

DFIN's IPO & Public Listing Report - Q3 2025 Edition

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Guide

The 2026 Proxy Playbook: 6 Key Trends

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Blog

SEC Form 25

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Blog

SEC Form 24f-2

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Blog

SEC Form TA-1 

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Video

Webinar Replay: Navigating DFIN's Guide to Effective Proxies - 13th Edition

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Press Release

DFIN introduces the new Venue, the most modern virtual data room on the market—designed to lead the industry in speed and simplicity

DFIN introduces the new Venue
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Resources

What is a Hostile Takeover?

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Resources

What is Corporate Consolidation?

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Press Release

DFIN Releases 13th Annual Guide to Effective Proxies: New Insights on AI, Cybersecurity and Investor Engagement

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Resources

What is a Leveraged Buyout (LBO)?

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Blog

AI In Financial Reporting

The Use of AI in Financial Reporting for Corporations - Card
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Blog

SEC Regulation Best Interest

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Blog

Statutory Reporting 101: What Financial Professionals Need to Know

Statutory Reporting 101: What Financial Professionals Need to Know - Social
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Blog

What is SASB & Why It Matters For Investors

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Blog

What is Bankruptcy? Pre-Planning, Filing Requirements & Business Strategies

What Is Bankruptcy Card
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Press Release

DFIN’s Now Filing via EDGAR Next: Simplifying Enrollment Ahead of SEC’s September 12 Deadline

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Case Study

European Wax Case Study

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Case Study

MBX Biosciences Case Study

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