Privacy Policy
At YBWM Financial Advisors, we are committed to safeguarding your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with South African privacy laws, including the Protection of Personal Information Act, 2013 (POPIA).
1. Information We Collect
We may collect and process the following personal information:
- Contact Information: Your name, email address, phone number, and postal address..
- Financial Information: Details related to your financial status and investments.
- Identification Information: Identification numbers or documents required by regulatory authorities.
- Communication Records: Records of correspondence between you and our advisors.
- Website Usage Data: Information about your interactions with our website through cookies and similar technologies.
2. How We Use Your Information
We use your personal information for the following purposes:
- To provide financial advisory services and manage your investments.
- To comply with legal and regulatory requirements.
- To communicate with you regarding our services, updates, and offers.
- To improve our website and services.
- To protect against fraud and unauthorized access.
3. Sharing Your Information
We may share your personal information with:
- Regulatory authorities as required by law.
- Third-party service providers who assist us in delivering our services.
- Affiliated companies for business purposes.
- Third parties with your consent.
4. Your Rights
Under POPIA, you have the following rights:
- Access to your personal information.
- Correction of inaccurate information.
- Deletion of your personal information.
- Objecting to the processing of your data.
- Withdrawal of consent.
5. Security
We take appropriate measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction.
6. Data Retention
We will retain your personal information for as long as necessary for the purposes outlined in this policy or as required by law.
7. Cookies
Our website uses cookies to enhance your browsing experience. You can manage your cookie preferences through your browser settings.
8. Contact Us
If you have any questions or concerns about our Privacy Policy or wish to exercise your rights under POPIA, please contact our office.
9. Changes to this Privacy Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. Please review this policy periodically.