We collect and process your data to offer risk awareness and financial safety net consultations. Your privacy is a priority — this policy details how we handle your information in South Africa.

Information Collected About You

We collect basic and account data to tailor our service.

• Contact details, such as your name, email address, and phone number, are gathered when you reach out for advice.
• Details about your financial routines, risk preferences, and goals to deliver personalized consultations.
• Technical data like IP addresses and device information to protect security and optimize our site experience.
• Records of service usage, including consultation history and communications for compliance and quality tracking.

How We Use Your Data

Your information is only used for delivering relevant, secure services.

• To provide custom recommendations based on your risk and security habits.
• To contact you about consultations or respond to your queries efficiently.
• For compliance with legal and regulatory obligations in South Africa.
• To improve our platforms and keep your account details secure.

Legal Basis for Processing Data

We process your information fairly and lawfully.

Data collection is based on your consent, contract fulfillment, compliance with South African laws and regulations, and our legitimate interest in improving services.

Information Sharing

Your data is not sold and only shared when required for service delivery.

• With trusted service providers for essential business functions, under strict confidentiality agreements.
• With regulators or authorities when legally required for compliance.
• During a business transfer or restructuring, your information will be handled with the same level of care.

Our Data Security

We use up-to-date security measures to safeguard your data against unauthorized access, alteration, or loss. Technical, organizational, and administrative protocols match South African requirements for handling personal information securely at all times.

Your Rights

You are entitled to control your information.

• Request a summary or copy of your personal data we hold.
• Correct or update your details whenever needed.
• Object to our processing or ask for deletion, within regulatory limits.
• Withdraw consent for specific uses where applicable.

Cookies and Tracking

Cookies help us optimize your experience and analytics. You control cookie settings in your browser. For details, consult our Cookie Policy.

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Contact Us

For privacy-related questions or requests, contact our Cape Town office. We respond to all requests within regulatory timeframes.

Policy Changes and Updates

If our privacy policy changes, we will update this page and post a notice. Check regularly for updates to remain informed.