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Privacy Policy

Your privacy matters to us. This comprehensive policy explains how Proxyman Home collects, uses, protects, and manages your personal information when you use our financial services and investment strategy platform.

Information We Collect

When you engage with Proxyman Home's services, we collect various types of information to provide you with personalized investment guidance and financial planning tools. Understanding what we collect helps you make informed decisions about sharing your data with us.

  • Personal Identification Information
    We collect your full name, email address, phone number, physical address, date of birth, and government-issued identification numbers when you register for our services or attend our investment courses.
  • Financial Information
    To develop appropriate investment strategies, we may collect information about your income, assets, liabilities, investment experience, risk tolerance, and financial goals during consultations.
  • Technical Data
    Our website automatically collects IP addresses, browser types, device information, operating systems, and browsing patterns to improve user experience and security.
  • Communication Records
    We maintain records of all communications including emails, phone calls, chat messages, and meeting notes to ensure continuity of service and regulatory compliance.

How We Use Your Information

Your information serves multiple purposes in delivering our financial services effectively. We've structured our data usage to align with providing value while maintaining your privacy expectations.

Primary Service Delivery

We use your personal and financial information to create customized investment strategies, provide ongoing portfolio guidance, deliver educational content through our courses, and maintain accurate client records for regulatory purposes.

Beyond direct service provision, we analyze aggregated data patterns to enhance our educational materials and identify common investment challenges faced by our clients. This analysis never includes individually identifiable information and helps us develop better resources for the South African investment community.

  • Account Management
    Processing registrations, managing course enrollments, scheduling consultations, and maintaining secure access to your account dashboard and materials.
  • Communication and Support
    Sending service updates, educational newsletters, appointment reminders, and responding to inquiries or support requests through various channels.
  • Legal and Regulatory Compliance
    Meeting South African financial services regulations, maintaining required records, preventing fraud, and ensuring compliance with anti-money laundering requirements.

Data Sharing and Third Parties

We maintain strict controls over how your information is shared. Our approach prioritizes your privacy while enabling us to deliver comprehensive financial services through carefully vetted partnerships.

We never sell your personal information to third parties for marketing purposes. Any data sharing occurs within specific contexts that directly benefit your service experience or meet legal requirements.

  • Service Providers
    We share necessary information with cloud hosting providers, email service platforms, payment processors, and technology vendors who support our operations under strict confidentiality agreements.
  • Professional Partners
    With your explicit consent, we may share relevant information with financial advisors, tax professionals, or legal experts when coordinating comprehensive financial planning services.
  • Legal Requirements
    We disclose information when required by South African law, court orders, regulatory authorities, or to protect against fraud, security threats, or illegal activities.

International Data Transfers

Some of our technology providers operate servers outside South Africa. When international transfers occur, we ensure adequate protection through contractual safeguards, encryption, and compliance with applicable data protection laws.

Your Privacy Rights

You maintain significant control over your personal information. Understanding these rights empowers you to make informed decisions about your data and ensures transparency in our relationship.

  • Access and Portability
    Request copies of all personal information we hold about you, including account details, communication history, and financial profiles in commonly used formats.
  • Correction and Updates
    Update incorrect information, modify your preferences, or add new details to ensure your records remain accurate and relevant to your current situation.
  • Deletion Requests
    Request deletion of your personal information, subject to legal retention requirements for financial services and ongoing contractual obligations.
  • Processing Restrictions
    Limit how we use your information for specific purposes like marketing communications while maintaining essential service-related processing.
  • Objection Rights
    Object to certain types of data processing, particularly for marketing purposes or automated decision-making that significantly affects you.

To exercise any of these rights, contact us using the information provided below. We typically respond within 30 days and may require identity verification to protect your information from unauthorized access.

Data Security and Protection

Protecting your information requires comprehensive security measures across all aspects of our operations. We've implemented multiple layers of protection to safeguard your data against unauthorized access, theft, and misuse.

Technical Safeguards

We employ industry-standard encryption for data transmission and storage, secure servers with regular security updates, multi-factor authentication systems, and automated backup procedures to prevent data loss.

  • Physical Security
    Our offices maintain controlled access systems, secure document storage, and proper disposal procedures for physical records containing sensitive information.
  • Staff Training
    All team members receive regular privacy and security training, sign confidentiality agreements, and follow strict protocols for handling client information.
  • System Monitoring
    We continuously monitor our systems for security threats, conduct regular security assessments, and maintain incident response procedures for potential breaches.

Despite these protections, no system is completely secure. We promptly notify affected clients and relevant authorities if a security incident occurs that may compromise personal information.

Data Retention and Deletion

We retain your information only as long as necessary to provide services, meet legal obligations, and maintain business records. Our retention practices balance your privacy interests with practical and regulatory requirements.

  • Active Client Records
    Information for ongoing clients is maintained throughout the service relationship and for seven years after termination to comply with South African financial services regulations.
  • Course and Educational Materials
    Registration information and course completion records are kept for five years to provide ongoing access to materials and verify educational credentials when needed.
  • Marketing Communications
    Contact information for newsletters and promotional materials is retained until you unsubscribe or request deletion, with automatic purging of inactive contacts after three years.
  • Technical Data
    Website analytics and technical logs are typically retained for two years for security monitoring and service improvement purposes.

Secure Deletion Process

When retention periods expire or you request deletion, we use secure deletion methods that make data unrecoverable. This includes overwriting digital storage and proper destruction of physical documents.

Cookies and Website Technology

Our website uses various technologies to enhance your browsing experience and provide personalized content. Understanding these technologies helps you make informed choices about your online privacy.

  • Essential Cookies
    Required for basic website functionality including user authentication, security features, and maintaining your session during visits.
  • Analytics Cookies
    Help us understand how visitors use our website, which pages are most valuable, and where improvements can be made to enhance user experience.
  • Functional Cookies
    Remember your preferences, language settings, and customization choices to provide a more personalized experience during return visits.

You can control cookie settings through your browser preferences, though disabling certain cookies may limit website functionality. We don't use advertising cookies or track you across other websites.

Changes to This Policy

Privacy practices evolve as our services grow and regulations change. We review this policy regularly and update it to reflect new practices, legal requirements, or service enhancements.

When significant changes occur, we'll notify you through email, website announcements, or direct communication during your next service interaction. Continued use of our services after changes take effect indicates acceptance of the updated terms.

Version Control

We maintain records of policy versions and change dates. You can request previous versions to understand how our practices have evolved over time.

Privacy Contact Information

For privacy-related questions, data requests, or concerns about how we handle your information, contact us through any of these methods:

Address: 26 Berg St, Bothasrus, Despatch, 6220, South Africa
Phone: +27313074859
Email: [email protected]

We're committed to addressing your privacy concerns promptly and transparently. Most inquiries receive responses within 48 hours during business days.

This Privacy Policy was last updated on December 15, 2024