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Privacy PolicyGoverning the collection, use, and disclosure of personal data you provide to us

Finmap Financial Services (Pty) Ltd. a private company registered in the Republic of South Africa, Reg No. 1999/014433/07.
Finmap Financial Services (Pty) Ltd is an authorized FSP in terms of the FAIS Act, 2002 (10892). We have a category 1 license to deal with Securities and Instruments (Shares) and foreign currency investments.

This policy document underlines our commitment to the protection of personal information as outlined in Protection of Personal Information Act (POPIA) and Financial Sector Regulation Act (FSRA) and other applicable legislation.

This Privacy Policy outlines how we collect, use, store, and protect personal information. We recognise the importance of safeguarding the privacy rights of individuals, including our customers, employees, business partners, and stakeholders. We are dedicated to ensuring that your personal information is processed lawfully, fairly, and transparently.

This policy applies to all personal information processed by us, whether provided directly by you or obtained through interactions with us. Please take a moment to read this policy carefully to understand how we handle your information and the choices available to you regarding your personal data.

How we collect your personal information

In accordance with POPIA, we collect personal information lawfully and fairly, as required by law. We ensure that the collection of personal information is necessary and relevant to the purpose for which it is being collected. The types of personal information we collect depend on your interactions with us and may include, but are not limited to, the following:

  • Contact details (e.g., name, email address, telephone number)
  • Identification information (e.g., ID or passport number)
  • Investment preference information (e.g. risk appetite, estate planning)
  • Financial information (e.g., source of funds, bank details)
  • Employment or demographic details (where applicable)
Legal basis and purpose of collection

Obtaining and retaining personal data for the following purposes:

  • To comply with legal obligations under FSRA
  • To fulfill contractual obligations
  • Based on consent where applicable
  • Regulatory compliance (e.g., FSCA licensing)
  • Risk analysis and fraud prevention
  • Customer service and account management
Data collection methods

Data collection may take various forms as stated, but not limited to the following:

  • Directly from users via forms, calls, or emails
  • Indirectly from third-party sources (e.g., credit bureaus)
Data sharing and disclosures

Data will be handled with utmost integrity but may be shared, as and when is required, with:

  • Regulatory bodies (e.g., FSCA)
  • Service providers and partners
  • Legal authorities when required
Data retention

Paper documentation will be kept for 5 years after last contact with client.
Data that has reached maturity requirements as stipulated by law, will be securely disposed by a certified, third-party partner.

User rights

Under POPIA, users have the right to:

  • Access their personal data
  • Correct or delete inaccurate data
  • Object to processing
  • Lodge complaints with the Information Regulator
Policy updates

Finmap reserves the right to amend this policy at discretion.
Policy updates will be done, if and when required by law. No further communications will be issued in this regard.