Privacy and Policies
FSB no: 36445
PRIVACY POLICY DOCUMENT
This Document illustrates the Privacy Policy of this Website,
https://www.assuredinvestmentsolutions.co.za.
It explains how we obtain, use, and disclose your personal information, in accordance with the requirements of the Protection of Personal Information Act (“POPIA”).
PERSONAL INFORMATION
At ASSURED INVESTMENT SOLUTIONS (and including this website, POPI Act- Compliance) we are committed to protecting your privacy and to ensure that your personal information is collected and used properly, lawfully, and transparently. We will not sell or rent its user’s personal identifiable information to third parties. The Company details and the Information Officer details is noted below. The Information Officers registration certificate is available for your perusal.
COLLECTING AND SHARING OF INFORMATION
We collect and process your personal information mainly to contact you for the purposes of understanding your requirements and delivering services accordingly. For this purpose, we will collect contact details including your name, organisation, biometrics, and asset information to manage risks and provide you with the most suitable financial advice to fit your needs.
We will share your personal information only for the purposes for which it was collected and agreed with you. In addition, where necessary your information may be retained for legal or research purposes. We may disclose your personal information to our service providers who are involved in the delivery of products or services to you. We have agreements in place to ensure that they comply with the privacy requirements as required by the Protection of Personal Information Act.
We may also disclose your information:
• Where we have a duty or a right to disclose in terms of law or industry codes.
• Where we believe it is necessary to protect our rights.
• We do not share your personal information with 3rd parties other than providers for the purposes of quotations and managing client asset risks.
INFORMATION STORAGE
We are legally obliged to provide adequate protection for the personal information we hold and to stop unauthorized access and use of personal information. We will, on an on-going basis, continue to review our security controls and related processes to ensure that your personal information remains secure.
• Physical security.
• Computer and network security
• Controlled Access to personal information
• Secure communications
• Retention and disposal of information
• Acceptable usage of personal information
• Governance and regulatory issues
• Monitoring access and usage of private information
• Investigating and reacting to security incidents
When we contract with third parties, we impose appropriate security, privacy, and
confidentiality obligations on them to ensure that personal information that we remain
responsible for, is kept secure. We will ensure that anyone to whom we pass your personal information agrees to treat your information with the same level of protection as we are obliged to.
YOUR RIGHTS: ACCESS & CORRECTION OF INFORMATION
You have the right to request a copy of the personal information we hold about you.
To do this, simply contact us at the numbers/addresses as provided on our website and specify what information you require. We will need a copy of your ID document to confirm your identity before providing details of your personal information.
You have the right to ask us to update, correct or delete your personal information.
We will require a copy of your ID document to confirm your identity before making changes to personal information we may hold about you. We would appreciate it if you would keep your personal information accurate.
OUR CONTACT INFORMATION
If you have any queries about this notice; or need further information about our
privacy practices; or wish to withdraw consent; exercise preferences or access or
correct your personal information, please contact us on the following email address:
[email protected]