Consent form in terms of the Protection of Personal Information Act 4 of 2013 (POPI)
Dear Client
We respect your privacy and are committed to protect and responsibly manage your personal information. To comply with the new Protection of Personal Information (POPI) Act, we require your consent and authorisation to process your personal information, including your special personal information as defined by the POPI Act, which we collect and process to enable us to provide the services, assistance and/or product solutions you may require. Your consent is required for Daberistic to process your personal information. However, in order to be fully compliant with POPIA, we would like to ensure that your consent has been adequately given. In terms of the POPI act we may not process data that is incorrect or not accurate.
Consent and Authorisation
By agreeing to the terms of this consent form you, named above hereby voluntarily authorise Daberistic to process your personal information, (including the name, physical address, telephone numbers and any other information you have provided to us).
We will collect the minimum required information from you and we will process your personal information only for the purposes for which it was collected or as agreed with you. These purposes include:
•To provide our advice, services, and products to you, to help you take out or maintain financial products and/or carry out the transactions you requested, as well as to maintain our contractual relationship;
•To assist you with queries and/or claims relating to your financial products or financial plan;
•To confirm and verify your identity or to verify that you are an authorised user for security purposes, where applicable;
•For audit and record-keeping purposes.
Apart from the above reasons, we will also process your personal information to comply with legal and regulatory requirements or industry codes to which we subscribe or which apply to us, or when it is otherwise allowed by law.
There will be times when we may need to share your personal information with third-party service providers and/or operators (e.g. insurance companies, investment companies, our auditors, etc.) who will be involved in the delivery of products or services to you or us, in support of our service offerings to you and our business. An ‘operator’ is defined by the POPI Act as: “…a person who processes personal information for a responsible party in terms of a contract or mandate, without coming under the direct authority of that party”. We are the responsible party for your personal information.
As a client, you have the right, at any time:
-to ask us to update, correct, or delete your personal information, which includes the authority and consent provided in this form;
-to object to the processing of your personal information;
-to withdraw your consent;
-to complain to the Information Regulator, whose contact details are Tel: 012 406 4818/ Email: inforeg@justice.gov.za.
By giving consent you authorise the below to Daberistic and its representatives :
- Permission to process personal information for the purposes mentioned in this document or otherwise allowed for or required by law.
- May contact me, from time to time to offer additional services or solutions to me.
- Permission to transfer my personal information to a third party in a foreign country, only for the purposes mentioned in this document.
- Consent to receive marketing information, you may receive marketing materials in the form of Emails, SMSs, WhatsApp and other communication channels.
We respect your privacy and are committed to protect and responsibly manage your personal information. To comply with the new Protection of Personal Information (POPI) Act, we require your consent and authorisation to process your personal information, including your special personal information as defined by the POPI Act, which we collect and process to enable us to provide the services, assistance and/or product solutions you may require. Your consent is required for Daberistic to process your personal information. However, in order to be fully compliant with POPIA, we would like to ensure that your consent has been adequately given. In terms of the POPI act we may not process data that is incorrect or not accurate.
Consent and Authorisation
By agreeing to the terms of this consent form you, named above hereby voluntarily authorise Daberistic to process your personal information, (including the name, physical address, telephone numbers and any other information you have provided to us).
We will collect the minimum required information from you and we will process your personal information only for the purposes for which it was collected or as agreed with you. These purposes include:
•To provide our advice, services, and products to you, to help you take out or maintain financial products and/or carry out the transactions you requested, as well as to maintain our contractual relationship;
•To assist you with queries and/or claims relating to your financial products or financial plan;
•To confirm and verify your identity or to verify that you are an authorised user for security purposes, where applicable;
•For audit and record-keeping purposes.
Apart from the above reasons, we will also process your personal information to comply with legal and regulatory requirements or industry codes to which we subscribe or which apply to us, or when it is otherwise allowed by law.
There will be times when we may need to share your personal information with third-party service providers and/or operators (e.g. insurance companies, investment companies, our auditors, etc.) who will be involved in the delivery of products or services to you or us, in support of our service offerings to you and our business. An ‘operator’ is defined by the POPI Act as: “…a person who processes personal information for a responsible party in terms of a contract or mandate, without coming under the direct authority of that party”. We are the responsible party for your personal information.
As a client, you have the right, at any time:
-to ask us to update, correct, or delete your personal information, which includes the authority and consent provided in this form;
-to object to the processing of your personal information;
-to withdraw your consent;
-to complain to the Information Regulator, whose contact details are Tel: 012 406 4818/ Email: inforeg@justice.gov.za.
By giving consent you authorise the below to Daberistic and its representatives :
- Permission to process personal information for the purposes mentioned in this document or otherwise allowed for or required by law.
- May contact me, from time to time to offer additional services or solutions to me.
- Permission to transfer my personal information to a third party in a foreign country, only for the purposes mentioned in this document.
- Consent to receive marketing information, you may receive marketing materials in the form of Emails, SMSs, WhatsApp and other communication channels.
个人信息保护法（POPI）规定之同意书
亲爱的客户：
我们尊重您的隐私，并致力于保护和负责任地管理您的个人信息。为了遵守新的“个人信息保护法（POPI）”，我们需要您的同意和授权来处理您的个人信息，包括 POPI 法定义的您的特殊个人信息。我们收集这些信息是为了提供您可能需要的服务、帮助和产品解决方案。为了完全遵守 POPIA，我们希望确保您的同意得到完全批准。根据 POPI 法案，我们不会处理不正确或不准确的个人资料数据。
同意和授权
通过同意此同意书的条款，您特此自愿授权德博理财公司处理您的个人信息（包括姓名、住址、电话号码和您提供给我们的任何其他信息）。
我们将从您这边收集所需的信息，并仅在与您达成的协议里处理您的个人信息。这些目的包括：
除上述原因外，我们还将处理您的个人信息，以符合法律和监管要求或行业规范，并只在法律允许的情况下处理您的个人信息。
有时，我们可能需要与第三方服务提供商和/或运营商（如保险公司、投资公司、我们的审计师等）共享您的个人信息，他们将参与向您或我们提供产品或服务，以支持我们向您和我们的业务提供的服务。POPI法案将“经营者”定义为：“……根据合同或委托书为责任方处理个人信息而不受该方直接授权的人”。我们是您个人信息的责任方。
作为客户，您有权在任何时候：
通过给予同意，您授权德博理财公司及其代表人：
我们尊重您的隐私，并致力于保护和负责任地管理您的个人信息。为了遵守新的“个人信息保护法（POPI）”，我们需要您的同意和授权来处理您的个人信息，包括 POPI 法定义的您的特殊个人信息。我们收集这些信息是为了提供您可能需要的服务、帮助和产品解决方案。为了完全遵守 POPIA，我们希望确保您的同意得到完全批准。根据 POPI 法案，我们不会处理不正确或不准确的个人资料数据。
同意和授权
通过同意此同意书的条款，您特此自愿授权德博理财公司处理您的个人信息（包括姓名、住址、电话号码和您提供给我们的任何其他信息）。
我们将从您这边收集所需的信息，并仅在与您达成的协议里处理您的个人信息。这些目的包括：
- 向您提供我们的建议、服务和产品，帮助您购买或维护金融产品和/或执行您要求的交易，以及维护我们的合同关系；
- 协助您处理与您的金融产品或金融计划相关的查询和/或索赔；
- 确认和验证您的身份，或验证您是出于安全目的的授权用户；
- 用于审计和记录保存目的。
除上述原因外，我们还将处理您的个人信息，以符合法律和监管要求或行业规范，并只在法律允许的情况下处理您的个人信息。
有时，我们可能需要与第三方服务提供商和/或运营商（如保险公司、投资公司、我们的审计师等）共享您的个人信息，他们将参与向您或我们提供产品或服务，以支持我们向您和我们的业务提供的服务。POPI法案将“经营者”定义为：“……根据合同或委托书为责任方处理个人信息而不受该方直接授权的人”。我们是您个人信息的责任方。
作为客户，您有权在任何时候：
- 要求我们更新、更正或删除您的个人信息，包括本表格中提供的权限和同意；
- 反对处理您的个人信息；
- 撤回你的同意；
- 向信息监管机构投诉，其联系方式为电话：012 406 4818/电子邮件：inforeg@justice.gov.za.
通过给予同意，您授权德博理财公司及其代表人：
- 允许出于本文件所述目的或法律允许或要求的其他目的处理个人信息。
- 可随时与我联系，为我提供其他服务或解决方案。
- 允许将我的个人信息转让给外国的第三方，仅用于本文件中提及的目的。
- 同意接收营销信息，您可以通过电子邮件、SMS、WhatsApp和其他通信渠道接收营销材料。