Privacy Policy

Last updated: March 20, 2024

1. Introduction

InvestWise SA ("we," "our," or "us") values your privacy and is committed to protecting your personal data. This privacy policy explains how we collect, use, and safeguard your information when you use our investment consulting services.

2. Contact Information

If you have any questions about this Privacy Policy, please contact us at:

• InvestWise SA
• 1 Schiebe St, De Waterkant
• Cape Town, 8001
• South Africa
• Phone: +27 214 222 322
• Email: [email protected]

3. Information We Collect

We collect various types of information, including:

• Personal identification information (name, email address, phone number)
• Financial information (investment history, financial goals, risk tolerance)
• Professional information (occupation, business interests)
• Technical data (IP address, browser type, device information)
• Usage data (how you interact with our services)

4. How We Use Your Information

We use your information to:

• Provide and personalize our investment consulting services
• Process your transactions and manage your account
• Send you important updates and notifications
• Comply with legal and regulatory requirements
• Improve our services and customer experience

5. Data Protection

We implement robust security measures to protect your personal information, including:

• Encryption of sensitive data
• Regular security assessments
• Access controls and authentication procedures
• Employee training on data protection

6. Your Rights

Under South African data protection laws, you have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Object to processing of your data
• Data portability

7. Information Sharing

We may share your information with:

• Service providers who assist in our operations
• Regulatory authorities when required by law
• Professional advisers (lawyers, auditors)
• Third parties with your explicit consent

8. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services to you
• Comply with legal obligations
• Resolve disputes
• Enforce our agreements

9. International Data Transfers

When we transfer your data internationally, we ensure:

• Adequate data protection measures are in place
• Compliance with South African data protection laws
• Appropriate safeguards for data security

10. Updates to This Policy

We may update this privacy policy periodically. We will notify you of any material changes by:

• Posting the new policy on our website
• Sending you an email notification
• Obtaining your consent where required by law