POPIA Statement Trusted Advisors (PTY) Ltd


1. Trusted Advisors (Pty) Ltd is an FPI accredited CPD training provider and we host many of our modules and courses on the https://www.trustedadvisor.co.za online platform. We mainly serve financial services providers, their key individuals and representatives, who are all very familiar with the key provisions of the legislation that applies to confidentiality and the protection of personal information. We also host non-CPD approved courses for the benefit of a broader financial services community.
2. It would be impossible for Trusted Advisors to deliver verifiable CPD points and provide CPD certificates to our clients without their express consent to use their personal and private information. Certain personal and private information of our clients is of fundamental importance to deliver on our value promise to our clients to issue training certificates for modules and courses completed. It is for this reason that we must comply with the Protection of Personal Information Act 4 of 2013 and collect, use, process and protect client information as prescribed.
3. Our Privacy Policy (“Policy”) explains how Trusted Advisors (PTY) Ltd (“we” or “us”) collect, use, and protect your personal information. We take your privacy seriously and will only collect, use, and disclose your personal information in accordance with this Policy and applicable laws with the sole purpose of providing our clients with the necessary certificates as required in terms of the legislation that prescribe training requirements and certification to ensure that our clients meet their Regulatory ‘Fit and Proper’ standards.
4. By using our services, you agree to the collection, use, and disclosure of your personal information in accordance with this Policy.

Collection of Personal Information

5. As an accredited CPD training provider we may collect the following types of personal information:
Name, surname, and Identification number
Contact information
Email address
Date of birth
Financial information, such as bank account details and credit card information
Employment and income information
Other information that you provide to us

How We Collect Personal Information

3. We may collect personal information from you when you:
Register on the website
Use our services
Submit an application for attendance or participation in a training module or course
Contact us with a question or request
Provide us with feedback or participate in a survey

How We Use Personal Information

4. We may use personal information for the following purposes:
To provide relevant industry related information to you
To offer access or to send you our newsletters, blogs, training news and important information on industry developments
To offer access to our training modules and courses
To process payments and transactions
To communicate with you, including responding to your inquiries and providing customer support
To personalize your experience and provide relevant business advice and offers
To comply with legal and regulatory requirements

How We Disclose Personal Information

5. We may disclose personal information to:
Third-party service providers who perform services on our behalf, such as IT developers, payment processors and credit bureaus
Law enforcement or government authorities in response to a legal request
Other third parties with your consent or as permitted by law

Protection of Personal Information

6. We take reasonable measures to protect personal information from unauthorized access, use, or disclosure. This includes physical, technical, and administrative safeguards. However, no method of transmission over the internet or electronic storage is 100% secure.

Retention of Personal Information

7. We will retain personal information for as long as necessary to fulfil the purposes for which it was collected unless a longer retention period is required by law.

Your Rights

8. As a data subject, you have the right to:
Access your personal information
Correct your personal information
Request that we delete your personal information
Object to the processing of your personal information
Restrict the processing of your personal information
Withdraw your consent to the processing of your personal information
Receive a copy of your personal information

Contact Us

9. If you have any questions or concerns about this Policy or our handling of your personal information, please contact us at info@trustedadvisor.co.za


Changes to this Policy

10. We may update this Policy from time to time. The date of the most recent update will be indicated at the top of this Policy. We encourage you to review this Policy periodically for any changes.