Darrel Brown & Co Privacy Policy
It is Darrel Brown & Co’s policy to respect your privacy regarding any information we may collect from you, in-office, electronically and/or across our website, www.darrelbrown.co.za, and other sites we own and operate.
Because we gather certain types of information about you, we feel you should fully understand our policy, the terms and conditions surrounding providing us with information and about why we collect, use and store your data.
The type of information we collect shall depend on the purpose for which it is collected and used. We shall only collect information that we need for that particular purpose and no more than necessary. In some instances, we shall inform you what information you are required to provide to us and what information is optional.
Primarily, information shall be collected directly from you.
Website usage information is collected using “cookies” which allows us to collect standard internet visitor usage information.
We only retain collected information for as long as necessary to provide you with your requested service. The data we hold is protected within commercially acceptable means to prevent loss and theft, as well as unauthorised access, disclosure, copying, use or modification.
Our website may link to external sites that are not operated by us. Please be aware that we have no control over the content and practices of these sites, and cannot accept responsibility or liability for their respective privacy policies.
Your continued use of our website will be regarded as acceptance of our practices around privacy and personal information. If you have any questions about how we handle user data and personal information, feel free to contact us.
1. Definition of personal information
In terms of POPI, “personal information” is defined as information relating to a natural/juristic person, including, but not limited to:
- information relating to the race, gender, pregnancy, marital status, national, ethnic or social origin, age, physical or mental health, well-being, disability, language and birth of the person;
- information relating to the education or the medical, financial or employment history of the client;
- any identifying number, symbol, email address, physical address, telephone number, location information, online identifier or other particular assignment to the person;
- the biometric information of the person;
- the personal opinions, views or preferences of the person;
- correspondence sent by the person that is implicitly or explicitly of a private or confidential nature or further correspondence that would reveal the contents of the original correspondence;
- the views or opinions of another individual about the person; and
- the name of the person if it appears with other personal information relating to the person or if the disclosure of the name itself would reveal information about the person.
2. Purpose of collecting your Personal Information
As a Financial Planning Practice we may collect your personal information for the following reasons, some of which are mandatory:
- to process know-your-client (KYC) and FICA information;
- to provide you with access to our products and services, including but not limited to analysis or intermediary services in relation to your investment with us;
- to monitor and analyse your conduct relating to that investment for fraud, compliance and other risk-related purposes;
- to confirm and verify your identity or to verify that you are an authorised user for security purposes;
- for audit and record keeping purposes;
- in connection with legal proceedings;
- to comply with legal and regulatory requirements or industry codes to which we subscribe or which apply to us, or when it is otherwise allowed by law.
- to help us improve our service offerings to you;
3. Disclosure of your Personal Information
We don’t share any personally identifying information publicly or with third-parties, except where we have a duty or a right to disclose in terms of law or industry codes or where we believe it is necessary to protect our rights.
We have agreements and security measures in place to ensure that all third parties to whom your personal information is disclosed, comply with the terms and provisions of the POPI Act. We ensure that third parties fully understand the duties and obligations they become encumbered with in retaining the privacy and integrity of your personal information.
4. Protecting your Personal Information
In terms of legislation we are obliged to implement measures and strategies to ensure the protection of your Personal Information, whereby, unauthorised access and use is deterred. Our information security policies and procedures which are reviewed on an ongoing basis include the following:
- Physical security;
- Computer and network security;
- Access to personal information;
- Secure communications;
- Retention and disposal of information;
- Acceptable usage of personal information;
- Governance and regulatory issues;
- Monitoring access and usage of personal information;
- Investigating and reacting to security incidents.
5. Access to/Correction of your Personal Information
We are obliged to store information which is accurate and updated. You may contact our offices using the details below to update, correct, amend or delete your personal information at any time. We will take all reasonable steps to confirm your identity before making changes to personal information. Note that we may be unable to provide you with some of your desired services if we do not have all legislative details available to continue rendering a service.
Information Officer: Darrel John Brown
Deputy Information Officers: Karin van der Merwe and Stephen Brown
Telephone Number: 034 328 4400
Postal Address: PostNet Suite 125
Private Bag x 6603
Newcastle
2940
Physical Address: 39A St Dominic Street, Newcastle, 2940
Email address: darrel@djbrown.co.za / karin@djbrown.co.za
6. Complaints
You have the right to address any complaints you may have regarding your personal information through our normal Complaints channels, details of which are available on our website. Alternatively, you may contact the Personal Information Regulator:
The Information Regulator (South Africa)
SALU Building
316 Thabo Sehume Street
0001 PRETORIA
Tel: 012 406 4818
Fax: 086 500 3351
7. Amendments
Please note that we may amend this Notice from time to time. Please check our website periodically to inform yourself of any changes.
