Cybersecurity Safeguards & Regulation S-P Compliance

Meet the SEC's amended Regulation S-P requirements before the June 2026 deadline. Written cybersecurity policies, incident response tracking, vendor risk management, and breach notification workflows — purpose-built for investment advisers and broker-dealers.

June 2026

Deadline

30 Days

Notification Window

Risk-Tiered

Vendor Management

The SEC Has Raised the Bar on Cybersecurity

Amended Regulation S-P creates new, enforceable obligations for every registered firm.

The SEC's 2024 amendments to Regulation S-P go far beyond the original Safeguards Rule. Firms must now maintain written cybersecurity policies, implement incident response procedures with specific notification timelines, and conduct risk-based oversight of third-party service providers. The compliance deadline is June 2026 — and firms that are not prepared face enforcement action, fines, and reputational damage.

How It Works

From assessment to continuous monitoring

1

Assess

Evaluate current cybersecurity posture and identify gaps against amended Reg S-P requirements. Map existing controls to regulatory expectations.

2

Implement

Deploy written cybersecurity policies, incident response procedures, and vendor oversight controls using pre-built templates and guided workflows.

3

Detect & Respond

Track incidents with automated 30-day customer notification countdowns and 72-hour vendor breach windows. Document every action taken.

4

Monitor & Report

Continuous compliance dashboards, audit trail logging, and exam-ready documentation. Always know where your firm stands.

Key Capabilities

Purpose-built for Reg S-P compliance

Written cybersecurity policies and procedures

Incident response plan tracking and management

30-day customer notification countdown timer

Vendor risk tiering and categorization

Vendor due diligence questionnaire management

72-hour vendor breach notification tracking

Real-time compliance status dashboard

Pre-built Reg S-P policy templates

Regulations Covered

Cybersecurity and data protection regulatory frameworks

Reg S-P Rule 248.30 — Safeguards Rule (Amended 2024)
Reg S-P Amendments — June 2026 Compliance Deadline
Reg S-ID — Identity Theft Red Flags Rule
SEC Cybersecurity Risk Management Guidance
NIST Cybersecurity Framework Alignment
State Breach Notification Laws (50-state coverage)

The Clock Is Ticking: June 2026 Reg S-P Deadline

The SEC's amended Regulation S-P requires all registered investment advisers and broker-dealers to have written cybersecurity policies, incident response procedures, and vendor oversight programs in place by June 2026. Firms that fail to comply face enforcement action, fines, and reputational damage.

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