Everest Wealth is a Licensed Financial Service Provider.
CUSTOMER PRIVACY NOTICE
This Notice explains how we obtain, use and disclose your personal information, as is required by the Protection of Personal Information Act (“PPI”).
At Everest Wealth Management we are committed to protecting your privacy and to ensure that your personal information is collected and used properly, lawfully and transparently.
This Notice sets out:
In this Notice, “Everest Wealth”, “Everest Wealth Management (Pty) Ltd” or “we” refers to one or more of the companies in the Everest Wealth Management group that operate in South Africa.
We collect and process your personal information mainly to provide you with access to our services and products, to help us improve our offerings to you and for certain other purposes explained below.
The type of information we collect will depend on the purpose for which it is collected and used. We will only collect information that we need for that purpose.
We collect information directly from you where you provide us with your personal details, for example when you purchase a product or services from us or when you submit enquiries to us or contact us. Where possible, we will inform you what information you are required to provide to us and what information is optional.
We also collect information about you from other sources as explained below.
With your consent, we may also supplement the information that you provide to us with information we receive from other companies in the Everest Wealth Management in order to offer you a more consistent and personalized experience in your interactions with Everest Wealth Management.
Website usage information is collected using “cookies” which allows us to collect standard internet visitor usage information.
We will use your personal information only for the purposes for which it was collected or agreed with you, for example:
We will also use your personal information to comply with legal and regulatory requirements or industry codes to which we subscribe or which apply to us, or when it is otherwise allowed by law (for example to protect Everest Wealth Management’s interests).
Given our aim to provide you with ongoing financial services, we would like to use your information to keep you informed about other financial products and services which may be of particular interest to you.
Please sms your STOP + ID number to ______ if you do not want to receive such financial services information. You may opt out at any time if you don’t want to receive any further communications of this nature.
You may also give and withdraw consent and tell us what your communication preferences are by contacting us at the numbers/addresses provided below.
We may disclose your personal information to our service providers who are involved in the delivery of products or services to you. We have agreements in place to ensure that they comply with these privacy terms.
We may share your personal information with, and obtain information about you from:
We may also disclose your information:
We are legally obliged to provide adequate protection for the personal information we hold and to stop unauthorised access and use of personal information. We will, on an ongoing basis, continue to review our security controls and related processes to ensure that your personal information is secure.
Our security policies and procedures cover:
When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them to ensure that personal information that we remain responsible for, is kept secure.
We may need to transfer your personal information to another country for processing or storage. We will ensure that anyone to whom we pass your personal information agrees to treat your information with the same level of protection as we are obliged to.
You have the right to request a copy of the personal information we hold about you. To do this, simply click contact us at the numbers/addresses listed below and specify what information you would like. We will take all reasonable steps to confirm your identity before providing details of your personal information.
Please note that any such access request may be subject to a payment of a legally allowable fee.
In certain cases you have the right to object to the processing of your personal information. You have the right to ask us to update, correct or delete your personal information. You may do this by contacting us at the numbers/addresses provided below.
We will take all reasonable steps to confirm your identity before making changes to personal information we may hold about you.
We would appreciate it if you would keep your personal information accurate. Please update your information by contacting us at the numbers/addresses provided below whenever your details change.
Please note that we may amend this Notice from time to time. Please check this website periodically to inform yourself of any changes.