Privacy Policy

Streamline Estate Wealth is committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information in compliance with South African data protection laws, including the Protection of Personal Information Act (POPIA), as well as international regulations like the General Data Protection Regulation (GDPR).”

1. Information We Collect:

  • Personal identification details (e.g., name, contact details).
  • Financial data (e.g., investment, estate planning information).
  • Interaction data (e.g., website usage, contact form submissions).

 

2. How We Use Your Information:

  • To provide financial advice, estate planning, and wealth management services.
  • To send relevant information regarding our services, offers, and updates.
  • To improve website functionality and user experience.

 

3. Data Protection Measures:

  • We employ encryption, secure storage, and data access controls to protect your personal and financial information.
  • Personal data is processed and stored in compliance with applicable South African and international data protection laws, including the Protection of Personal Information Act (POPIA) and General Data Protection Regulation (GDPR).

 

4. POPIA Compliance (South Africa):
In accordance with the Protection of Personal Information Act (POPIA), we are committed to ensuring that your personal information is:

  • Collected lawfully and transparently.
  • Used only for the specific purpose it was collected.
  • Protected with reasonable security safeguards.
  • Not shared with unauthorized third parties.
    You have the right to access, correct, and request the deletion of your personal information under POPIA.

 

5. Third-Party Sharing:

  • We may share personal data with third-party providers (e.g., banks, legal advisors) only when necessary to provide services and with your consent.
  • All third parties we engage with are required to adhere to the same data protection standards set forth in POPIA and other applicable laws.

 

6. Your Rights:

  • Under POPIA, you have the right to:
    • Access your personal information.
    • Correct any inaccuracies in your information.
    • Delete your information, subject to legal retention periods.
  • You may withdraw your consent for communications at any time by contacting us.

 

7. International Transfers:

  • If you are located outside South Africa, your data may be transferred to countries with different data protection laws. However, we ensure that all international transfers are in compliance with relevant privacy laws, including POPIA and GDPR.

 

8. Contact Us:
For any questions about this Privacy Policy, POPIA compliance, or data protection practices, please contact us at: