Privacy Policy

Information We Collect

When you engage our investment consulting services, we collect information necessary to provide professional financial advice and maintain regulatory compliance. Information collected includes personal identification details, financial position data, investment objectives, and risk tolerance assessments. We collect this information through consultation forms, meetings, phone calls, and secure electronic communications.

• Personal details including name, address, contact information, and identification numbers
• Financial information including income, assets, liabilities, and investment holdings
• Investment objectives, risk tolerance, and financial goals for planning purposes

How We Use Your Information

Personal and financial information is used exclusively for providing investment consulting services, maintaining client relationships, and fulfilling regulatory requirements. We use your information to analyze financial situations, develop investment recommendations, monitor portfolio performance, and communicate regarding your investment strategies. Information may also be used for internal business operations including service improvement and compliance reporting.

Information Sharing and Disclosure

Oprelvianhub maintains strict confidentiality of client information and does not sell, rent, or share personal data with third parties for marketing purposes. Information may be shared with authorized third parties only when necessary for service delivery, legal compliance, or with explicit client consent. This includes sharing with custodians, investment platforms, regulatory authorities, or professional service providers assisting with your financial planning.

Data Security and Protection

We implement comprehensive security measures to protect client information from unauthorized access, alteration, or disclosure. Security protocols include encrypted data transmission, secure file storage systems, access controls, and regular security assessments. Our team receives regular training on data protection requirements and confidentiality obligations to ensure proper handling of sensitive financial information.

Your Privacy Rights

As our client, you have specific rights regarding your personal information held by Oprelvianhub. These rights are designed to give you control over your personal data and ensure transparency in our data handling practices.

• Access to personal information we hold about you
• Correction of inaccurate or incomplete information
• Withdrawal of consent for non-essential data processing

Data Retention

Client information is retained for periods required by South African financial services regulations and professional standards. Investment consulting records are typically maintained for seven years after the conclusion of advisory relationships to meet regulatory requirements and potential audit needs. Information is securely destroyed when retention periods expire unless ongoing legal or regulatory requirements necessitate extended retention.

Contact and Complaints

For privacy-related questions, concerns, or to exercise your privacy rights, contact our privacy officer at info@oprelvianhub.com or +27832621245. We are committed to addressing privacy concerns promptly and transparently. If you are not satisfied with our response, you may lodge a complaint with the Information Regulator of South Africa.

Policy Updates

This privacy policy may be updated periodically to reflect changes in our practices, technology, or legal requirements. Material changes will be communicated to active clients through our usual communication channels. Continued engagement of our investment consulting services constitutes acceptance of privacy policy updates.