Privacy Policy
Privacy and security are top priorities.
Effective date: 15 June 2021
Daberistic Group (“Daberistic”) recognises that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Daberistic will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Daberistic will provide the privacy statement to all clients annually. This Privacy Policy complies with South Africa's Protection of Personal Information Act 4 of 2013 ("POPIA"). We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
Why we collect your information
We gather information about you so that we can:
What information we collect and maintain
We may collect the following types of “non-public personal information” about you:
What information we disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide financial planning, investment management or insurance services to you, we may disclose your personal information in limited circumstances to various service providers, such Astute Financial Information Exchange.
Otherwise, Daberistic will not disclose any personal information about you or your account(s) and policies unless one of the following conditions is met:
How we protect information
We implement reasonable precautions and follow industry best practices in order to protect your Personal Information and ensure that such Personal Information is not accessed, disclosed, altered or destroyed. However, these measures do not guarantee that your information will not be accessed, disclosed, altered or destroyed by breach of such precautions. By using our service, you acknowledge that you understand and agree to assume these risks.
Visiting the website
Our website is hosted by Weebly, Inc. (“Weebly”). Weebly provides us with the online content management platform that allows us to provide services to you. Your information, including Personal Information, may be stored through Weebly’s servers. By using our website, you consent to Weebly’s collection, disclosure, storage, and use of your Personal Information in accordance with Weebly’s privacy policy available at https://www.weebly.com/privacy
Merger or Acquisition
In the event we (or Weebly) undergo a business transaction such as a merger, acquisition by another company, or sale of all or a portion of our assets, your Personal Information may be among the assets transferred. You acknowledge and consent that such transfers may occur and are permitted by this Privacy Policy, and that any acquirer of our (or Weebly’s) assets may continue to process your Personal Information as set forth in this Privacy Policy. If our information practices change at any time in the future, we will post the policy changes here so that you may opt out of the new information practices. We suggest that you check this Privacy Policy periodically if you are concerned about how your information is used.
Links to other websites
As part of the Service, we may provide links to or compatibility with other websites or applications. However, we are not responsible for the privacy practices employed by those websites or the information or content they contain. This Privacy Policy applies solely to information collected by us through the Service. Therefore, this Privacy Policy does not apply to your use of a third-party website accessed by selecting a link via our Service. To the extent that you access or use the Service through or on another website or application, then the privacy policy of that other website or application will apply to your access or use of that site or application. We encourage our users to read the privacy statements of other websites before proceeding to use them.
Email communications & opting out
We will send you Service-related announcements on occasions when it is necessary to do so. For instance, if our Service is temporarily suspended for maintenance, or a new enhancement is released, which will affect the way you use our Service, we might send you an email. Generally, you may not opt-out of these communications, which are not promotional in nature. Based upon the Personal Information that you provide us, we may communicate with you in response to your inquiries to provide the services you request and to manage your accounts/policies. We will communicate with you by email or telephone, in accordance with your wishes. We may also use your Personal Information to send you updates and other promotional communications. If you no longer wish to receive those email updates, you may opt-out of receiving them by following the instructions included in each update or communication.
How to contact us
If you have any queries, requests, questions or complaints about our privacy notice and how we process your personal information, please contact the Daberistic Information Officer at compliance@daberistic.com
Physical address:
Daberistic Financial Services
Block B, Infinity Business Park
4 Pieter Wenning Road
Fourways
2191
Telephone: (011)658-1333
Email: compliance@daberistic.com
Effective date: 15 June 2021
Daberistic Group (“Daberistic”) recognises that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Daberistic will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Daberistic will provide the privacy statement to all clients annually. This Privacy Policy complies with South Africa's Protection of Personal Information Act 4 of 2013 ("POPIA"). We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
Why we collect your information
We gather information about you so that we can:
- Help design and implement the financial planning and insurance related services we provide you;
- Comply with the laws and regulations that govern us.
What information we collect and maintain
We may collect the following types of “non-public personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, ID/passport number, date of birth, financial information and asset information.
- Information that we generate to service your financial needs.
- Verification information, driver’s license, utility bill, credit or bank card statement, country of residence, country of origin/nationality, country of domicile/tax residency, tax reference number, date of birth, education and occupation. Life insurance and Medical Aid application information, which may contain sensitive personal data such as medical information where that data is required to place and service your Life insurance and / or Medical Aid application.
- Information that we may receive from third parties with respect to your financial profile.
- Work related information, such as salary, title, name of employer, business address, telephone number and email address.
- Personal and business insurance application information: We will ask for previous insurance history and claims history, and information required for risk assessment.
What information we disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide financial planning, investment management or insurance services to you, we may disclose your personal information in limited circumstances to various service providers, such Astute Financial Information Exchange.
Otherwise, Daberistic will not disclose any personal information about you or your account(s) and policies unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient.
How we protect information
We implement reasonable precautions and follow industry best practices in order to protect your Personal Information and ensure that such Personal Information is not accessed, disclosed, altered or destroyed. However, these measures do not guarantee that your information will not be accessed, disclosed, altered or destroyed by breach of such precautions. By using our service, you acknowledge that you understand and agree to assume these risks.
Visiting the website
Our website is hosted by Weebly, Inc. (“Weebly”). Weebly provides us with the online content management platform that allows us to provide services to you. Your information, including Personal Information, may be stored through Weebly’s servers. By using our website, you consent to Weebly’s collection, disclosure, storage, and use of your Personal Information in accordance with Weebly’s privacy policy available at https://www.weebly.com/privacy
Merger or Acquisition
In the event we (or Weebly) undergo a business transaction such as a merger, acquisition by another company, or sale of all or a portion of our assets, your Personal Information may be among the assets transferred. You acknowledge and consent that such transfers may occur and are permitted by this Privacy Policy, and that any acquirer of our (or Weebly’s) assets may continue to process your Personal Information as set forth in this Privacy Policy. If our information practices change at any time in the future, we will post the policy changes here so that you may opt out of the new information practices. We suggest that you check this Privacy Policy periodically if you are concerned about how your information is used.
Links to other websites
As part of the Service, we may provide links to or compatibility with other websites or applications. However, we are not responsible for the privacy practices employed by those websites or the information or content they contain. This Privacy Policy applies solely to information collected by us through the Service. Therefore, this Privacy Policy does not apply to your use of a third-party website accessed by selecting a link via our Service. To the extent that you access or use the Service through or on another website or application, then the privacy policy of that other website or application will apply to your access or use of that site or application. We encourage our users to read the privacy statements of other websites before proceeding to use them.
Email communications & opting out
We will send you Service-related announcements on occasions when it is necessary to do so. For instance, if our Service is temporarily suspended for maintenance, or a new enhancement is released, which will affect the way you use our Service, we might send you an email. Generally, you may not opt-out of these communications, which are not promotional in nature. Based upon the Personal Information that you provide us, we may communicate with you in response to your inquiries to provide the services you request and to manage your accounts/policies. We will communicate with you by email or telephone, in accordance with your wishes. We may also use your Personal Information to send you updates and other promotional communications. If you no longer wish to receive those email updates, you may opt-out of receiving them by following the instructions included in each update or communication.
How to contact us
If you have any queries, requests, questions or complaints about our privacy notice and how we process your personal information, please contact the Daberistic Information Officer at compliance@daberistic.com
Physical address:
Daberistic Financial Services
Block B, Infinity Business Park
4 Pieter Wenning Road
Fourways
2191
Telephone: (011)658-1333
Email: compliance@daberistic.com