⚖️ INALA WEALTH BROKERS – POPIA COMPLIANCE STATEMENT (South Africa-Compliant)

Last updated: October 2025

1️⃣. Purpose of This Statement

This POPIA statement sets out how Inala Wealth Brokers (Pty) Ltd ensures that all personal information is handled lawfully, respectfully, and securely in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA).

2️⃣. Commitment to Compliance

We are committed to:

  • Protecting the confidentiality, integrity, and availability of personal information.

  • Using information only for legitimate business and client service purposes.

  • Maintaining strict access controls and data security standards.

3️⃣. Scope

This statement applies to all clients, employees, suppliers, and service providers interacting with Inala Wealth Brokers, both online and offline.

4️⃣. Information Officer

Appointed Officer: Juanita Johannes
📧 admin@inalawealthbrokers.co.za
📞 +27 84 598 6185

She is responsible for ensuring compliance, training, reporting breaches, and responding to client access or deletion requests.

5️⃣. Principles of POPIA We Follow

Inala upholds all eight conditions for lawful processing of personal information:

  1. Accountability – We take full responsibility for protecting your information.

  2. Processing Limitation – We collect only what is necessary and with your consent.

  3. Purpose Specification – We use information strictly for service delivery and compliance.

  4. Further Processing Limitation – We never use data for unrelated purposes.

  5. Information Quality – We maintain accurate and up-to-date information.

  6. Openness – Our processes are transparent; you can request details at any time.

  7. Security Safeguards – All data is protected with modern encryption and secure storage.

  8. Data Subject Participation – You have full rights to access, correct, or delete your information.

6️⃣. How We Handle Breaches

Should a data breach occur, we will:

  • Investigate immediately.

  • Notify affected individuals and the Information Regulator of South Africa.

  • Take corrective and preventive action to secure systems.

7️⃣. Data Subject Rights

Under POPIA, you may:

  • Request confirmation of whether we hold personal information about you.

  • Request access to such information.

  • Request correction or deletion of inaccurate data.

  • Object to certain processing activities.

  • Withdraw consent for marketing communications.

Requests should be submitted to admin@inalawealthbrokers.co.za.

8️⃣. Third-Party Access

All third parties who assist in our operations (e.g., IT providers, underwriters, compliance partners) sign strict Confidentiality and POPIA Compliance Agreements.

9️⃣. Staff Training & Awareness

All Inala team members receive ongoing POPIA and FSCA compliance training to ensure consistent adherence to data-protection principles.

🔒 In Summary

Your information is safe with Inala Wealth Brokers.
We uphold the highest standards of confidentiality and data protection — not only because the law requires it, but because trust is the foundation of financial wellness.

Registration No. 2020/517148/07
FSP No. 53462