🛡️ INALA WEALTH BROKERS – PRIVACY POLICY (South Africa-Compliant)

Last updated: October 2025

At Inala Wealth Brokers, your privacy is not just a legal requirement — it’s part of the trust we build with every client. This Privacy Policy explains how we collect, use, protect, and share your personal information when you visit our website or engage with our services.

1️⃣. Who We Are

Inala Wealth Brokers (Pty) Ltd is a Financial Services Provider (FSP) registered in South Africa and regulated by the Financial Sector Conduct Authority (FSCA).
Our website: https://www.inalawealthbrokers.co.za
Our focus: helping South Africans protect their wealth and secure their future with integrity and care.

2️⃣. What Information We Collect

We collect only what is necessary to provide and improve our services. This may include:

  • Full name, contact details, and identification information.

  • Financial details necessary for quoting or processing insurance, investment, or estate products.

  • Communication records (emails, WhatsApp messages, call notes) for service quality and compliance.

  • Basic analytics data (e.g., pages visited, time on site) through cookies to improve website experience.

We do not collect unnecessary or sensitive personal data beyond what is required by law or your consent.

3️⃣. How We Use Your Information

We use your data to:

  • Respond to enquiries, consultations, and quote requests.

  • Prepare or manage your financial, insurance, or estate planning documents.

  • Comply with FSCA, FAIS, and POPIA obligations.

  • Improve communication and service quality.

  • Send relevant educational or product updates — only with your permission.

We never sell or rent your personal data.

4️⃣. Cookies & Analytics

Our website uses limited cookies for functionality and analytics.
You can disable cookies through your browser settings, but certain features may not function optimally.

5️⃣. Data Protection & Security

We take your privacy seriously:

  • All data is stored securely using encrypted and access-controlled systems.

  • Only authorised personnel (Juanita, Tiffany, and appointed administrative staff) may access client information.

  • We regularly review our systems to comply with the Protection of Personal Information Act (POPIA).

6️⃣. Your Rights

Under South African law, you have the right to:

  • Request access to personal information we hold about you.

  • Correct or update your personal details.

  • Object to the processing of your data or withdraw consent.

  • Request deletion of personal information, subject to legal and regulatory retention periods.

All requests can be directed to:
📧 admin@inalawealthbrokers.co.za

7️⃣. Information Sharing

We only share personal data when:

  • It’s required to fulfil your request or provide a service (e.g., with underwriters or product providers).

  • It’s legally required by a regulator, court, or authority.

  • You have given explicit consent.

All third-party service providers are bound by confidentiality and POPIA-compliant data agreements.

8️⃣. Retention Period

We retain your information only for as long as necessary to:

  • Fulfil the purpose for which it was collected.

  • Comply with FSCA, FIC, or SARS obligations.

  • Protect our legal interests or defend claims.

9️⃣. Changes to This Policy

We may update this Privacy Policy periodically. The updated version will always be available on our website with the “last updated” date shown above.

🔒 Contact Information

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

We handle every request with care, respect, and urgency — because your privacy is part of our promise to protect what matters most.

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