Your information
Ask what we hold about you, have it corrected, or object to how it is used. We answer within 30 days, the period the Promotion of Access to Information Act (PAIA) sets for a request to see your information. You can also write to privacy@attooh.co.za.
How long we keep things
POPIA §14, reconciled with FAIS and FICAWhere 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.
When a client is deleted, their record, letters and documents leave the live book at once and no longer appear anywhere on the platform. They are kept in a closed archive for five years from the end of the relationship, as FAIS and FICA require, and are then reviewed and destroyed.
| Record | Kept for | Why | Counted 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 |
| Fee 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 |