Privacy Policy
Quozeltoryhub is committed to protecting your privacy and personal information when you use our financial planning consultation services. This Privacy Policy explains how we collect, use, and safeguard your information in compliance with South African data protection regulations.
June 6, 2025
Information We Collect
We collect information necessary to provide personalized financial planning consultations and investment advisory services:
- Personal details including name, contact information, and financial circumstances
- Financial information such as income, assets, investment goals, and risk tolerance
- Communication records including consultation notes and correspondence
How We Use Your Information
Your information is used exclusively to provide professional financial planning services, develop personalized investment strategies, and maintain our client relationship.
We analyze your financial data to create comprehensive wealth management recommendations tailored to your specific goals and circumstances.
Information Sharing and Disclosure
We maintain strict confidentiality and do not sell, rent, or share your personal information with third parties except:
- When required by law or regulatory authorities
- With your explicit consent for specific services
- To protect our legal rights or prevent fraud
Data Security
We implement comprehensive security measures to protect your financial information including encryption, secure storage systems, and restricted access protocols.
All staff members are bound by confidentiality agreements and receive regular training on data protection best practices.
Your Rights
Under South African data protection laws, you have the right to:
- Access your personal information held by us
- Request corrections to inaccurate information
- Request deletion of your data subject to legal requirements
- Withdraw consent for non-essential data processing
Data Retention
We retain your information for as long as necessary to provide our services and comply with legal obligations. Financial records are maintained according to regulatory requirements.
Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. Significant changes will be communicated to active clients.
Privacy Contact Information
11 Nicoll Rd, Korsten, Gqeberha, 6020, South Africa
Consent
By using our financial consultation services, you consent to the collection and use of your information as described in this Privacy Policy.