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Rootsly Trust centre

Clear boundaries. Visible versions. No hidden commercial influence.

Privacy, terms, security, accessibility, service providers, rights and referral disclosures live here as version-controlled records—not scattered promises.

Current records

Every card names its current version and review state. Replaced versions remain available through the archive.

Version archive
Review required

Privacy information

How Rootsly minimises, uses, separates and shares personal information, together with the controller-role and retention decisions that still require professional approval.

Version 1.0.0 · not public-pilot effective

Read current record
Review required

Assessment terms

The proposed terms for using Rootsly decision support, including eligibility, accuracy, professional limits, separate permissions and secure report access.

Version 1.0.0 · not public-pilot effective

Read current record
Code reviewed

Cookies, local storage and measurement

A plain-language record of essential staff authentication, seven-day homeowner recovery, bounded attribution and first-party aggregate events—with no advertising tracking.

Version 1.0.0 · not public-pilot effective

Read current record
Code reviewed

Accessibility statement

Rootsly's WCAG 2.2 AA target, implemented design commitments, current limits and an accessible route for reporting a barrier.

Version 1.0.0 · not public-pilot effective

Read current record
Code reviewed

Security overview

The platform security boundary, tenancy controls, private storage, authentication, operational evidence and routes for service status and responsible disclosure.

Version 1.0.0 · not public-pilot effective

Read current record
Review required

Subprocessor register

A versioned register of platform providers, their bounded purposes, review state, processing information, safeguards and exit or deletion plan.

Version 1.0.0 · not public-pilot effective

Read current record
Review required

Privacy and data rights

The verified route for access, correction, restriction and anonymisation review, with separate responsible-organisation work and immutable action evidence.

Version 1.0.0 · not public-pilot effective

Read current record
Review required

Support and complaints

How technical, calculation, account, client-service, referral, privacy and security work is separated, routed and escalated.

Version 1.0.0 · not public-pilot effective

Read current record
Review required

Commercial and referral disclosure

The separation between an impartial Rootsly result and later report, contact, referral, fee and partner choices.

Version 1.0.0 · not public-pilot effective

Read current record