Privacy Policy

At our independent financial services advisory practice, we take your privacy very seriously. This privacy policy outlines how we collect, use, and protect your personal information in accordance with the General Data Protection Regulation (GDPR) and other applicable data protection laws. By using our services, you consent to the collection and use of your personal information as outlined in this policy.

Personal Information We Collect

We collect personal information that you provide to us when you engage our services. This may include:

  • Name, address, phone number, and email address
  • Financial information, such as income, assets, and liabilities
  • Investment goals and risk tolerance
  • Information about your financial accounts and transactions
  • Information about your employment, education, and other personal details

We may also collect personal information from third-party sources, such as credit bureaus or public records.

Use of Personal Information

We use your personal information to provide you with our services and to meet our legal and regulatory obligations. This may include:

  • Analysing your financial situation to provide personalized investment recommendations
  • Communicating with you about your accounts and transactions
  • Providing you with periodic statements and reports
  • Complying with legal and regulatory requirements, such as anti-money laundering laws

We may also use your personal information for marketing purposes, such as to send you newsletters or other promotional materials. You can opt out of these communications at any time by contacting us using the information provided below.

Disclosure of Personal Information

We may share your personal information with third parties for the purposes described in this policy. This may include:

  • Service providers who help us provide our services, such as custodians or accountants
  • Other financial institutions with whom we work to provide investment products and services
  • Regulatory authorities or law enforcement agencies, as required by law
  • We may also disclose your personal information to other parties with your consent or as otherwise permitted by law.
  • Security of Personal Information

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. This includes physical, technical, and administrative safeguards, such as secure storage, firewalls, and access controls. However, no security measures are fool proof, and we cannot guarantee the security of your personal information.

Retention of Personal Information

We retain your personal information for as long as necessary to provide our services and to meet our legal and regulatory obligations. We may also retain your personal information for a longer period of time if required by law or if necessary to defend against legal claims.

Your Rights

You have certain rights with respect to your personal information under the GDPR and other applicable data protection laws. These may include the right to access, correct, or delete your personal information, as well as the right to restrict or object to certain types of processing. To exercise your rights, please contact us using the information provided below.

Changes to this Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website or by other means as required by law.

Contact Information

If you have any questions or concerns about this privacy policy or our privacy practices, please contact us at:
admin@investlife.co.za
011 675 0142