Privacy Notice for TRG Insurance Brokers (Pty) LTD
At TRG Insurance Brokers (Pty) Ltd, we prioritize the protection and confidentiality of your personal information. This Privacy Notice outlines our practices regarding the collection, use, disclosure, and protection of your personal information across all our services and platforms, including our websites, mobile sites, apps, social media, and any other digital or physical interactions you may have with us. This policy is subject to periodic reviews and updates.
Collection of Personal Information
We collect personal information necessary for our legitimate business interests and as required by law. This includes, but is not limited to:
Full names and identity or passport numbers
Contact details such as email, physical and postal addresses
Employment history and occupation
Health information
Educational background
Gender, race, marital status, language, disabilities
This information is gathered through various means, such as when you purchase a product, request a service, fill out forms, or directly communicate with us.
Disclosure of Personal Information
We share your information only with approved third-party providers when necessary and with government or law enforcement agencies as required by law.
Data Protection and Security
We employ reputable service providers to safeguard your information, using measures like encrypted digital storage and secure server facilities. Our commitment is to protect your data and ensure its recovery in case of technical issues.
Communication Protocols
Our primary mode of communication is electronic mail, supplemented by the South African postal service when necessary. While we take reasonable measures to secure the documents sent, we cannot be held liable for unauthorized access or disclosure once dispatched.
Data Retention
Your information is retained as long as it remains relevant to the purpose for which it was collected or to comply with legal or regulatory requirements. This may extend beyond the minimum legal period.
Use of Personal Information
Your personal information is processed for the following purposes:
Providing comprehensive financial planning, estate planning, fiduciary services, and advice
Fulfilling contractual and legal obligations
Maintaining our client relationship
Marketing our products, services, and offerings
Conducting verification and reference checks
Audit and record-keeping purposes
Statistical or market research
Compliance with legal, regulatory, or industry requirements
Your Rights
You have the right to request correction, destruction, or deletion of any inaccurate, irrelevant, outdated, incomplete, misleading, unauthorized, or unnecessary personal information. Withdrawal of consent for data use is permissible, subject to legal, contractual, or legitimate interest constraints.
Complaints and Inquiries
For any concerns or inquiries regarding this Privacy Policy or your personal information, please contact us via the “contact us” page on our website.
Policy Updates
We will inform you of any changes to this policy through [specify method – email, website notification, etc.].
Governing Law
This Privacy Notice is governed by South African law, including the FAIS Act, FICA, and POPI Act.