Portfolio Analytics Consulting (Pty) Ltd and Analytics Consulting 1 (Pty) Ltd (collectively referred to as “Analytics Consulting”) are sensitive to the personal nature of the information you provide to us.
Portfolio Analytics Consulting (Pty) Ltd is a Category II FSP that provides discretionary investment management services.
Analytics Consulting 1 (Pty) Ltd is a Category I FSP that provides intermediary services.
Your choices with respect to Personal Information
Collection of Personal Information
As a visitor to this Site, you can engage in many activities without providing any personal information. In connection with other activities, Analytics Consulting may ask you to provide certain personal information about yourself by completing and submitting an online form. Depending on the activity, some of the information that we ask you to provide is identified as mandatory and some as voluntary. If you do not provide the mandatory data with respect to a particular activity, you will not be able to engage in that activity. It is completely optional for you to engage in these activities. If you elect to engage in these activities, Analytics Consulting may ask that you provide the following personal information:
Source of collection of your Personal Information
Analytics Consulting may collect or obtain personal information on data subjects as follows:
We may also receive personal information about you from third parties such as law enforcement authorities and from cookies on our website.
In addition to the above, we may collect personal information about you such as records of your communications and interactions with us, including, but not limited to, your attendance at events or at interviews in the course of applying for a job with us, subscription to our newsletters and other mailings and interactions with you during the course of our digital marketing campaigns. This Personal information may be collected directly or indirectly from you through the completion of a mandate, application form or a contract, which may be completed either electronically or in hard copy.
Special Personal Information
Where we need to process your special personal information, we will do so in the ordinary course of our business, for a legitimate purpose, and in accordance with applicable law.
Law authorising or requiring collecting of the Personal Information:
As an authorised financial services provider, we are obligated in terms of the following legislation to collect your personal information insofar as it relates to the rendering of the relevant financial services to you:
In addition to the above, the below legislation regulates how personal information may be collected, shared and accessed:
The personal information provided to Analytics Consulting should be accurate, complete and up-to-date. Should personal information change, the onus is on the data subject or provider of such data to notify us of the change and provide us with the accurate data.
We will restrict processing of personal information to data which is sufficient for the fulfilment of the purpose and applicable legitimate purpose for which it was collected.
Purpose for Processing your Information:
We will process collect, hold, use and disclose your personal information in the ordinary course of the business of providing you with financial services of a discretionary and/or non-discretionary nature, and related services. We will only process your information for a purpose you would reasonably expect. We will use your personal information for a secondary purpose only if such purpose constitutes a legitimate interest and is closely related to the original or primary purpose for which the personal information was collected. We may subject your personal information to processing during the course of various activities, including, without limitation, the following –
We may process your personal information for relationship management and marketing purposes in relation to our services (including, but not limited to, Processing that is necessary for the development and improvement of our services, for accounts management, and for marketing activities in order to establish, maintain and/or improve our relationship with you and with our service providers. We may also analyse your personal information for statistical purposes.
We may process your personal information for internal management and management reporting purposes, including but not limited to conducting internal audits, conducting internal investigations, implementing internal business controls, providing central processing facilities, for insurance purposes and for management reporting analysis.
We may process your personal information for safety and security purposes.
The use of the Site, such as the types of services used and how many users, we receive daily. This information is collected in aggregate form, without identifying any user individually.
Failing to provide compulsory information may lead to Analytics Consulting being unable to carry out the functions necessary to perform as an authorised financial services provider.
Please download our PAIA manual here.
Third parties and your personal information
We may need to disclose or share your personal information to our associated companies, service providers and other third parties for legitimate business purposes, in accordance with applicable law and subject to applicable regulatory requirements regarding confidentiality. Where we share your information, we will take all precautions to ensure that the third party will treat your information with the same level of protection as required by us. We may disclose your personal information –
We will only retain and store your personal information for as long as we need it, given the purpose for which it was collected, or a legitimate interest as required by law and any other statutory obligations, including anti-money laundering, counter-terrorism, tax legislation, whichever is longer. Your personal information may be retained for a maximum of 6 years from the end of our relationship; however, some of it will be retained for less than this. We will take all reasonable steps to destroy or erase the data from its systems when it is no longer required.
Transfer of your personal information outside of the Republic of South Africa
We may transfer your personal information to recipients outside of the Republic of South Africa. Your information may be hosted on servers managed by a third-party service provider, which may be located outside of South Africa.
Personal information may be transferred outside of the Republic of South Africa provided that the country to which the data is transferred has adopted a law that provides for an adequate level of protection similar to POPIA, the operator/third party undertakes to protect the personal information in line with applicable data protection legislation and the transfer is necessary in order to provide the legal and other related services that are required by our clients.
We implement appropriate technical and organisational security measures to protect your personal information that is in our possession against accidental or unlawful destruction, loss, alteration, unauthorised disclosure, unauthorised access, in accordance with applicable law.
Where there are reasonable grounds to believe that your personal information that is in our possession has been accessed or acquired by any unauthorised person, we will notify the relevant regulator and you, unless a public body responsible for detection, prevention or investigation of offences or the relevant regulator informs us that notifying you will impede a criminal investigation. Because the internet is an open system, the transmission of information via the internet is not completely secure. Although we will implement all reasonable measures to protect your personal information that is in our possession, we cannot guarantee the security of any information transmitted using the internet and we cannot be held liable for any loss of privacy occurring during the course of such transmission.
We may process your personal information for the purposes of providing you with information regarding services that may be of interest to you. You may unsubscribe at any time.
If you currently receive marketing information from us which you would prefer not to receive in the future, please email us at firstname.lastname@example.org.
Your legal rights
As a data subject, you may have the right under the South African laws to have access to your personal information and to ask us to -
Complaints and objections
The Information Regulator
In the event that your personal information has not been processed in accordance with POPIA and the principles set out above, you have the right to lodge a complaint with the Information Regulator.
For further information regarding the complaints process, please visit the website of the Information Regulator, as indicated below. Alternatively, you may contact the Information Regulator for further assistance:
The Information Regulator: Adv Pansy Tlakula
Physical Address: JD House, 27 Stiemens Street, Braamfontein, Johannesburg, 2001
Email: complaints: complaints.IR@justice.gov.za