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Legal & Compliance
Every legal and compliance document for Invictus CRM and Policy Place, in one place.
Some documents on this page are still being finalized with legal counsel and will be updated as that review completes.
Core legal documents
| Document | What it covers | |
|---|
| Terms of Service | The rules for using Invictus CRM and our website | View → |
| Privacy Policy | What data we collect and how it's used | View → |
| Data Processing Agreement | How we process your clients' data on your behalf, as your processor | View → |
| Acceptable Use Policy | What is and isn't permitted when using the platform | View → |
| Security / Trust Center | How your data is protected, backed up, and access-controlled | View → |
Additional compliance documents
| Document | What it covers | |
|---|
| Data Security & Compliance Statement | The formal legal version of our security practices | View → |
| Anti-Spam Policy (CASL) | How we handle consent and unsubscribes for any email sent through the platform | View → |
| Electronic Signature & Records Consent | The legal basis for e-signatures completed inside Invictus CRM | View → |
| Life Insurance Advisor Disclosure Statement | Advisor licensing, carrier relationships, and compensation disclosure | View → |