PROTECTION OF PERSONALINFORMATION POLICY

Personal Information

Personal information is collected only when an individual knowingly and voluntarily submits information.  Personal information may be required to provide the individual with further services or to answer any requests or enquiries relating to the service.

It is the intention of Intelligent Asset Minders CC T/A FinBofs.com (FinBofs.com) that this policy will protect an individual’s personal information from being prejudiced in any way and this policy is consistent with the privacy laws applicable in South Africa.  FinBofs.com collects, stores and uses the personal information provided by an individual to provide financial advice and intermediary services.  

Use of Information

FinBofs.com needs to collect personal or other information for, inter alia:

  • Confirming and verifying an individual’s identity
  • The detection and prevention of fraud or crime
  • Preparation of a Financial Needs Analysis
  • Preparation of insurance quotes and investment proposals
  • Audit and record keeping purposes
  • Following an individual’s instruction
  • Informing an individual of services

Personal information that an individual submits is used only for the purpose for which it was intended.  Copies of correspondence that may contain personal information is stored in archives for record-keeping and back-up purposes only.  FinBofs.com will not, without an individual’s consent, share information with any other third parties for any purposes whatsoever.

Security

FinBofs.com strives to ensure the security, integrity and privacy of any information submitted.  FinBofs.com will review and update security measures in accordance with future legislation and technological advances.  Unfortunately, no data transmission over the internet can be guaranteed to be totally secure.  However, FinBofs.com will endeavor to take all reasonable steps to protect the personal information which the individual submits to FinBofs.com.

FinBofs.com will at all times set the highest standards to ensure the integrity of their systems.

FinBofs.com may engage with other organisations to provide support services to the FSP.  Third parties are obliged to respect the confidentiality of any personal information held by FinBofs.com.  A Service Level Agreement is in place with all third parties to ensure adherence to all Privacy Policies.

FinBofs.com employees are obliged to respect the confidentiality of any personal information held by them.  All employees are required to sign a Confidentiality Agreement.

FinBofs.com will not reveal any personal information to anyone else unless:

  • It is compelled to comply with legal and regulatory requirements or when it is otherwise allowed by law.
  • It is in the public interest
  • The FSP needs to do so, to protect their rights.

FinBofs.com endeavours to take all reasonable steps to keep secure any information which they hold about an individual and to keep this information accurate and up-to-date.  If, at any time, the individual gathered about them is incorrect, they may contact FinBofs.com to have the information corrected.

FinBofs.com recognizes the importance of protecting the privacy of information collected about individuals, in particular information that is capable of identifying an individual (“personal information”).

Contact Details

Any questions relating to the FinBofs.com privacy policy or the treatment of an individual’s personal details may be addressed to the contact person below:

Name of Business: Intelligent Asset Minders CC T/A FinBofs.com
Company Registration No.: CK 2001/049132/23
Head of Business: Andrew Michael van Dam
Position: Member
Postal Address: P.O. Box 50300, Musgrave Road, 4062
Street Address: 20 Kenilworth Drive, Kloof, 3610
Phone Number: 031 7641645
Fax Number: 031 7641646
Fax to E-mail: 0866 194855
E-mail address: andrew@finbofs.com
Website: https://www.finbofs.com