The WhatsApp Exposure Scorecard.
26 questions across five areas — channel governance, evidence chain, identity & access, data sovereignty, and incident readiness. Score honestly. You'll get a weighted result, the gaps that matter most to close first, and a downloadable PDF to share internally. 25–30 minutes.
Rating scale
0 Not in place
1 Informal / very partial
2 Partial
3 Standard practice
4 Strong
5 Best practice with evidence
0 / 26 answered
— / 124
Your weighted score
— / 124
Complete all questions to see your result
In progress
Once you finish, your tier and what it means will appear here.
Your top five gaps to close first
Ranked by weight × distance from best practice. Closing these in order
produces the biggest reduction in your exposure profile.
Complete the scorecard to see your priority gaps.
How to read this. The scorecard is a structured diagnostic, not
a compliance certification or legal advice. Criteria are drawn from FADP, FinIA,
and FINMA risk monitor expectations, observed Swiss SO audit programmes, and
published practice across the Swiss EAM, trustee, and family office segments.
Results are weighted estimates of communication-channel maturity, not predictions
of regulatory or legal outcomes.
For your firm's specific situation, consult a Swiss-qualified lawyer and your insurance broker.
For your firm's specific situation, consult a Swiss-qualified lawyer and your insurance broker.