The website is the property of The Suitable Agency, a company registered in South Africa.

The Suitable Agency
2192 Norwood
Johannesburg, South Africa

Data protection

Which types of personal data do we use?

• We may collect various types of personal data about you, including:
• Identification information (first name, surname, nationality, date and place of birth, gender, IP address)
• Contact information (postal address, email address, phone number)
• Family situation (marital status, number of children)
• Education, profession, and professional experience information
• Data related to your use of financial products managed by The Suitable Agency (banking, financial, and transactional data, experience with capital investment products, etc.)
• Data collected during interactions at The Suitable Agency’s premises, websites, social media pages, meetings, trade fairs, interviews, phone calls, and emails.

Why do we use your personal data?

We utilize your personal data for the following purposes:

• Ensuring compliance with legal and regulatory obligations
• Facilitating contract agreements or contacting you upon your request for potential contract arrangements
• Regular communication regarding our latest updates
• Inviting your participation in events organized by us

Who does The Suitable Agency advisors share your personal data with?

Your personal will not be sold to or shared with third parties. It may, however, be communicated in certain cases, namely, to:

• Third-party service providers, such as custodians, distributors, and business facilitators, performing services on behalf of The Suitable Agency.

How long is your personal data kept?

We retain your personal data for the duration required to comply with applicable legal and regulatory requirements, as well as operational considerations such as maintaining accurate records, effective customer relationship management, and responding to requests from legal or regulatory authorities.

For customers, most information is retained for the duration of the contractual relationship and for 10 years after its termination.

For prospective clients, information is retained for 3 years from its collection date or from our last interaction with you.

What are your rights and how can you exercise them?

In accordance with applicable regulations, you have several rights:

1. Right of access: You can request information about the processing of your personal data and obtain a copy of this data.
2. Right of rectification: If you believe your personal data is inaccurate or incomplete, you can request corrections.
3. Right to erasure: You can request the deletion of your personal data within regulatory limits.
4. Right to limit processing: You can request limitations on the processing of your personal data.
5. Right to object: You can object to the processing of your personal data, particularly for reasons related to your circumstances. You also have the absolute right to object to the processing of your data for commercial prospecting purposes, including associated profiling.
6. Right to data portability: If applicable, you have the right to receive your personal data provided to us or transfer them to a third party where technically feasible.
7. Right to establish directives: You can define directives regarding the storage, deletion, or communication of your personal data after your death.
8. Right to withdraw consent: If you’ve consented to the processing of your personal data, you can withdraw your consent at any time.

You can exercise the rights listed above by email addressed to The Suitable Agency – privacy@suitable.agency

How to contact us?

If you have any questions regarding the use of your personal data you can contact us at privacy@suitable.agency.

Data transfer outside of South Africa

Collected data can be transferred to The Suitable Agency agents & subcontractors outside South Africa on a need-to-know basis only for existing clients to the purpose of fulfilling mandated work.

These recipients will have access to the following data:

Name, request made via contact form, budget, email.

In some cases data might be transferred to European GDPR and/or South African POPIA compliant entities (depending on the location of targeted audience) for the purpose of executing online marketing campaigns.

Amendments of this data protection declaration

The Suitable Agency may regularly modify this privacy policy.

The Suitable Agency will notify any important changes to its privacy policy at least thirty (30) business days before the change takes effect.