Secure document collection

Secure Document Collection for UK Advisors

Docustody is the only document collection platform built around deletion, not storage. Create time-bound vaults, give clients full transparency, and prove compliance with automatic audit trails.

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Time-bound custody instead of endless storage.
Client transparency dashboard with deletion countdowns.
Audit-ready exports for FCA and GDPR reviews.

Client vault previewExpires in 18 days

Checklist progress

Bank statements

Uploaded 2 days ago

Verified

Proof of ID

Awaiting client

Pending

Audit trail

38 events captured

Export ready for compliance review

How Docustody works

Collect documents without chasing.

Docustody turns every intake into a guided workflow, so advisors and agents can focus on clients instead of follow-ups.

Create a guided request

Pick a checklist template and set the retention window. Docustody builds a secure vault with every required document listed.

Clients upload securely

Clients receive a secure link, upload from any device, and see exactly what is outstanding and when files expire.

Prove compliance automatically

Audit trails capture every view, download, and deletion event. Export evidence in seconds when regulators ask.

Built for compliance, designed for trust

Replace storage risk with time-bound custody.

Docustody focuses on collection, not storage. Documents live in controlled vaults, with strict retention windows and deletion proof. Your clients always know what is happening, and your compliance team always has evidence ready.

Temporary custody by design

Docustody keeps documents only as long as you need them. No more orphaned files on shared drives.

Deletion certificates included

Every vault produces proof of deletion, giving clients confidence and compliance teams evidence.

Purpose-built for UK regulated teams

Built for FCA, GDPR, AML, and right-to-rent workflows with audit-ready reporting.

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Compliance coverage

GDPR data minimisation and deletion timelines
FCA-ready audit exports
Right-to-rent document handling
AML evidence retention controls

Read the GDPR retention guide →

Industry playbooks

Built for UK regulated teams.

Every industry page includes tailored pain points, compliance notes, and document checklists.

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Mortgage Advisors

Stop chasing mortgage documents.

Collect payslips, bank statements, and ID securely, then auto-delete as soon as the case closes.

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Letting Agents

Right-to-rent compliance without the paperwork pile.

Collect tenant documents securely, verify quickly, and delete on schedule with proof.

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Estate Agents

Move vendors and buyers forward with secure document requests.

Collect proof of funds, AML documents, and contracts in a single secure vault.

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Financial Advisors

Client onboarding built for FCA oversight.

Securely collect investment, pension, and KYC documents with automatic deletion.

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Checklists

Document checklists that clients understand.

Publish clear, compliant checklists for every onboarding flow. Each checklist explains what is needed and why, making it easier for clients to respond fast.

View all checklists →

Mortgage Application Documents

Mortgage application

Open checklist →

First-Time Buyer Documents

First-time buyer mortgage

Open checklist →

Self-Employed Mortgage Documents

Self-employed mortgage application

Open checklist →

Buy-to-Let Mortgage Documents

Buy-to-let mortgage application