Privacy Policy - Investment Consulting Services

Information We Collect

We collect information necessary to provide effective investment consulting services and financial planning guidance. This includes personal details, financial information, and consultation preferences to deliver customized wealth management recommendations.

• Personal identification information for investment consulting registration
• Financial data necessary for portfolio diversification analysis
• Communication preferences for ongoing financial planning support

How We Use Your Information

Your information enables us to provide personalized investment consulting services, conduct thorough financial planning analysis, and deliver relevant wealth management recommendations tailored to your specific needs and goals.

• Providing customized investment consulting and portfolio diversification strategies
• Conducting comprehensive financial planning analysis and risk assessment
• Delivering ongoing wealth management support and market analysis updates

Information Protection

We implement robust security measures to protect your financial information and personal data. Our investment consulting platform uses encryption and secure protocols to safeguard sensitive information shared during financial planning consultations.

Cookie Usage

Our investment consulting website uses cookies to enhance your experience and provide relevant financial planning content. You can manage cookie preferences through your browser settings or our preference center.

Information Sharing

We do not sell or share your personal information with third parties except as necessary to provide investment consulting services or as required by South African law. Your financial planning data remains confidential and secure.

Your Privacy Rights

Under South African privacy legislation, you have specific rights regarding your personal information used in our investment consulting services. You can exercise these rights by contacting our privacy team.

• Access and review personal information held for investment consulting purposes
• Request corrections to financial planning data and consultation records
• Request deletion of personal information subject to legal requirements

Policy Updates

This privacy policy may be updated to reflect changes in our investment consulting services or legal requirements. We will notify clients of significant changes through email or website announcements.

Privacy Contact Information

For privacy-related questions about our investment consulting services or to exercise your rights:

By using our investment consulting services, you acknowledge that you have read and understood this privacy policy and consent to the collection and use of your information as described.