
Our company and FSP is committed to the privacy of your Personal Information. Your information is yours – always. We will always collect the minimum amount of Personal Information necessary to provide our Services to you. Our staff and Authorised Representatives are bound by confidentiality and privacy obligations that align directly with this Privacy Policy. They are given access only to the information they require to fulfil their responsibilities and the information is only accessed from our offices and not accessible remotely by staff.
This Privacy Policy describes and explains what Personal Information we collect, how we use it and how we protect it. “Personal Information” means any information that is recognised as such under South African Law and includes any information which identifies you (our customer) or which, when linked to other information, can personally identify you.
You understand and accept that we process your personal information for purposes of providing you with Financial Advice as required by us in terms of the Financial Services and Intermediary Services Act. We only collect Personal Information that is reasonably necessary for us to provide this Service to you.
Name, Surname, ID/Passport Number, Gender, E-mail Address, Physical and Postal Address and Contact Numbers you provide when you engage with us so that we know who you are, verify your identity and are able to contact you about Service Related matters.
Cover Values, beneficiary details and other account-specific details that you provide directly to our FSP. You will have access to this information upon request.
Bank account or other payment details you provide or may have provided. This information is disclosed to our Product Provider's authorised billing service during the collection process and is only used for purposes of maintaining the Financial Product purchased by you.
Information we collect when we receive correspondence from you via email, whatsapp text messages and phone calls. This includes your sender information as well as the content of the message. We use this information to communicate with you and to improve the Service and to maintain our Financial Services responsibilities towards you.
Copies of your identity document and/or Proof of Address in order for us to verify your identity and for FICA purposes.
We may require you to provide your cell phone number, date of birth, gender, income level, residential address and medical record, including information about physical or psychological state of health, well-being, disability, disease state, medical history or medical treatment or diagnosis by a health care professional, pregnancy status or other similar details to enable you to take up the relevant financial product offering.
You may also opt to provide us with information such as your age, employment status, marital status, number of children, residential province & city, financial objectives regarding affordability, personal interests and other similar details that we may use to provide you with more accurate financial advice.
You may also opt to provide us with information such as your age, employment status, marital status, number of children, residential province & city, financial objectives regarding affordability, personal interests and other similar details that we may use to provide you with more accurate financial advice.
Yes. When you terminate your business relationship with us there may however be some information that we are required by South African law to retain.
Yes. We will keep your information for as long as you are an active client of our FSP. We delete your information when you terminate your business relationship with us, but will retain some Personal Information for so long as we are obliged to do so under South African law. Such information will always be maintained under the same security and privacy controls that are in place for other clients of our FSP.
Yes. Our FSP's staff are however bound by comprehensive confidentiality obligations. Our staff are given access only to information they are required to see in order for them to fulfil their responsibilities. In all cases
we provide access to the minimum amount of information. Given their role, our Representatives have access to the most amount of Personal Information - to enable them to answer your support questions. In addition to Service usage information, our internal systems provide them with secure access to:Your name and email address, address, contact numbers and ID Number;The names of your Product/Service Providers and Account Types;Your Account Name, Account Type and Account Numbers;Billing history on your account;Full audit trail of all activities of Member;Dependant's & Beneficiaries' Details;Policy InformationCredit report
Yes. You are able to correct inaccurate Personal Information by requesting us to correct inaccurate information via telephone on 0878061784 or per e-mail addressed to info@kisasa.co.za We reserve the right to verify that you are in fact the owner of such Personal Information. Once the changes are made we will confirm same telephonically or per e-mail which is recorded.
We disclose your Personal Information only to our Authorised Service Providers with whom we contract to assist us in providing our Financial Services to you. We make use of Authorised Product Providers to provide you with exceptional Financial Advice. They process your Personal Information strictly in accordance with our instructions and for the purpose for which such Personal Information has been disclosed to them. They will always be under obligation to protect your Personal Information on terms that provide the same or equivalent protection as set out in this Privacy Policy.
In addition, we may disclose your Personal Information to law enforcement, other government officials, or other third parties as may be necessary in connection with an investigation of fraud, intellectual property infringements, cyber crime, or other activity that is illegal or may expose us or our Authorised Service Providers to legal liability.
No.
No. We collect and use your Personal Information only to provide the Financial Service to you and as set out in this Policy. Your Personal Information remains exactly that - yours.
Yes. We use a combination of technical, procedural and operational measures to keep your information safe and secure.
Yes, unless you have disabled Cookies in your Internet browser, we will store Cookies on your computer/device when you visit our website. These Cookies (small text files containing a string of characters) enable us to recognise you as a returning visitor, track your usage behaviour, as well as store your user preferences and other information. Cookies also allow us to monitor aggregated metrics such as the total number of visitors and pages viewed.
Yes. We may change our Privacy Policy at any time. We will notify you of any lessening of your rights or our obligations regarding your Personal Information before such changes are made. We will post the new policy on the Website and if you are not happy with the new Privacy Policy you may terminate business relationship with us. The most current version of the policy will govern our use of your information and will always be available on our website at www.kisasa.co.za or per e-mail request by sending an e-mail to info@kisasa.co.za By continuing to use our Services after changes to the Privacy Policy become effective, you agree to be bound by the revised Privacy Policy.
If we become involved in any merger, consolidation, or sale of our assets and this involves the sharing in any way of your Personal Information, we will ensure the confidentiality of such information and let you know before your Personal Information is transferred and becomes subject to a different Privacy Policy. Should you not wish for your Personal Information to be so transferred, you may terminate your use of the Service by terminating our services, which will result in the deletion of your Personal Information within South African law perimeters.
Yes. You may opt out of disclosure of your Personal Information. Should you choose to do this and should the opt out be in respect of Personal Information necessary to provide our Services to you, we may not be able to extend certain offerings and information to you and in such circumstances, we will notify you of this. Should you still wish to opt out after such notification you will be entitled to do so or terminate your business relationship with us, which will result in the deletion of your Personal Information.
If you have any questions, comments or concerns about our Privacy Policy, please contact us.
Contact E-mail: info@kisasa.co.za
Website: www.kisasa.co.zaContact
Number: 087 806 1784
.1) Can all staff see your Personal Information?
No. Only certain dedicated staff working on your financial portfolio will be able to view your Personal Information. This will for example include your appointed Financial Adviser as well as his/her support staff.
.2) Is your Personal Information deleted when you terminate your business relationship with us.
We will retain some Personal Information for so long as we are obliged to do so under South African law. Such information will always be maintained under the same security and privacy controls that are in place for other clients of our FSP.
Contact E-mail: info@kisasa.co.za
Website: www.kisasa.co.zaContact
Number: 087 806 1784
Do we ever sell your personal information?
No.
Do we share your data with third-party partners?
Yes, only with your consent and for purposes of providing you with Financial Advice, maintaining the business relationship and ensuring that Providers have your updated details. Your information will also be shared with Dedicated Service Providers which assists in providing benefits as part of your policy.
Do we protect your data?
Yes.
Do we retain your data for as long as we need it unless you ask us to delete it?
Yes, we will however retain some Personal Information for so long as we are obliged to do so under South African law.
Do we use cookies?
Yes.
Can we change our Privacy Policy?
Yes.
Do we share your data with third-party partners?
Yes, only with your consent and for purposes of providing you with Financial Advice, maintaining the business relationship and ensuring that Providers have your updated details. Your information will also be shared with Dedicated Service Providers which assists in providing benefits as part of your policy.
Do we protect your data?
Yes.
Do we retain your data for as long as we need it unless you ask us to delete it?
Yes, we will however retain some Personal Information for so long as we are obliged to do so under South African law.
Do we use cookies?
Yes.
Can we change our Privacy Policy?
Yes.
Will we give you advanced notice if we make changes to our Privacy Policy?
Yes.