Privacy Policy

1. Introduction

Welcome to FinVista. We respect your privacy and are committed to protecting any personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and protect your personal data when you visit our website and interact with our services.

This Privacy Policy is drafted in accordance with South African privacy laws, including the Protection of Personal Information Act (POPIA), and is aligned with international best practices in data protection. By using our website, you acknowledge that you have read and understood this Privacy Policy.

If you do not agree with the terms outlined in this policy, please do not use our website.


2. Information We Collect

We collect different types of personal data depending on how you interact with our website.

2.1. Information You Provide Voluntarily

When you engage with our website, you may provide personal information in the following ways:

Filling out a contact form (Name, Email Address, Phone Number, Message Content)
Subscribing to our newsletter or requesting financial insights
Communicating with us via email or other channels

2.2. Information Collected Automatically

Certain data is collected automatically when you visit our website:

Device Information: Your browser type, operating system, and screen resolution
Log Data: IP address, pages visited, time spent on pages, and referring URLs
Cookies and Tracking Technologies: Used to improve user experience and website performance (see our Cookie Policy)

We do not collect sensitive personal data (such as racial or ethnic origin, religious beliefs, or biometric data) unless explicitly provided by you for specific communication purposes.


3. How We Use Your Information

We use collected data for the following purposes:

3.1. To Provide and Improve Our Services

Responding to inquiries and contact form submissions
Enhancing website functionality and user experience
Sending requested information about financial consulting

3.2. Compliance with Legal Obligations

Ensuring compliance with data protection laws in South Africa
Protecting against unauthorized use or access to our website

3.3. Communication and Marketing

Sending updates related to financial planning and investment consulting
Providing information on relevant topics related to financial services

We do not sell, rent, or share your personal data with third parties for marketing purposes.


4. Legal Basis for Processing Personal Data

We process your personal data based on the following legal grounds under POPIA:

Consent: You have given clear consent for us to process your personal data for a specific purpose.
Contractual Necessity: Processing is necessary for responding to your inquiries.
Legal Obligation: Processing is required to comply with the law.

You have the right to withdraw consent at any time by contacting us.


5. Data Sharing and Third-Party Disclosure

We may share your data only in the following situations:

Legal Compliance: If required by South African law enforcement or regulatory authorities.
Service Providers: We may use third-party service providers (such as website hosting, analytics tools, and email communication services) to improve our website. These providers are obligated to keep your information confidential.

We do not transfer personal data outside of South Africa unless adequate data protection measures are in place.


6. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy. The retention period may vary based on:

Legal compliance requirements
The need to respond to inquiries
Security and fraud prevention measures

If you request deletion of your data, we will take reasonable steps to erase your personal information, unless retention is required for legal or regulatory reasons.


7. Your Rights Under South African Law

Under POPIA, you have the following rights regarding your personal data:
7.1. Right to Access

You can request information about the personal data we hold about you.
7.2. Right to Correction

If your personal data is inaccurate or incomplete, you can request corrections.
7.3. Right to Deletion

You may request that we erase your personal data, subject to legal limitations.
7.4. Right to Object to Processing

You can object to our processing of your personal data under specific conditions.
7.5. Right to Withdraw Consent

If processing is based on consent, you can withdraw your consent at any time.

To exercise these rights, please contact us using the details below.


8. Data Security Measures

We implement appropriate technical and organizational security measures to protect personal data against:

Unauthorized access
Accidental loss or destruction
Cyber threats

Despite these efforts, no online system is entirely secure. We encourage users to take necessary precautions when sharing personal information online.


9. Use of Cookies and Tracking Technologies

We use cookies to improve website functionality and enhance user experience. Details about the types of cookies we use and how to manage them can be found in our Cookie Policy.


10. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy policies or practices of third-party sites. Please review their policies before providing any personal information.


11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on this page with the updated date. Continued use of our website after changes are posted signifies acceptance of the revised policy.


12. Contact Information

If you have any questions regarding this Privacy Policy or wish to exercise your rights under POPIA, please contact us:

📍 Address: 1 Kontiki Ave, Glen Ive, Cape Town, 7550, South Africa
📞 Phone: +27 21 919 1191
📧 Email: [email protected]