Your information

Ask what we hold about you, have it corrected, or object to how it is used. We answer within 30 days, as POPIA requires.

Make a request

We may need to confirm your identity before we act, so that we do not disclose your information to somebody else. We will never ask for your password.

How long we keep things

POPIA §14, reconciled with FAIS and FICA

Where the law requires a record to be kept, that duty governs and we cannot delete it earlier — a deletion request will be met for anything not covered by one of these.

RecordKept forWhyCounted from
Client records and advice trail 5 years Required by law Date of advice, or the last recorded activity on the client
Client documents (FICA, mandates, statements) 5 years Required by law Upload date, or the end of the relationship if later
Commission and billing records 7 years Required by law End of the financial year the period falls in
Audit trail 7 years Required by law Event date
Marketing enquiries 2 years Minimisation Date of enquiry, or the last contact
Advisor accounts 5 years Required by law Account closure
Session and sign-in records 1 year Minimisation Event date