Privacy Policy for Investment Consulting Services

Information We Collect

We collect personal and financial information necessary to provide professional investment consulting services. This includes contact details, financial goals, risk tolerance, current assets, investment experience, and communication preferences. Information is collected through consultation forms, client meetings, portfolio reviews, and ongoing service interactions.

Types of Personal Information

We may collect the following categories of information:

• Contact information including name, address, phone number, and email address
• Financial information such as income, assets, liabilities, and investment objectives
• Professional information including employment status and investment experience level
• Technical information from website usage including IP address and browsing patterns

How We Use Your Information

Your information enables us to provide personalized investment advice, conduct portfolio analysis, communicate important market updates, comply with regulatory requirements, and improve our consulting services. We use this data to develop tailored investment strategies, monitor portfolio performance, and ensure our recommendations align with your financial goals and risk tolerance.

Specific Uses of Information

We use your personal information for:

• Providing customized investment consulting and portfolio management services
• Conducting risk assessments and developing appropriate investment strategies
• Communicating market insights, performance reports, and service updates
• Complying with South African financial services regulations and reporting requirements

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. Information may be shared with service providers who assist in delivering investment services, regulatory authorities as required by law, and professional advisors such as auditors or legal counsel. All third parties are bound by confidentiality agreements and must comply with applicable privacy regulations.

Data Security and Protection

We implement robust security measures to protect your sensitive financial information including encryption, secure servers, access controls, regular security audits, and staff training on data protection. Our systems are designed to prevent unauthorized access, data breaches, and misuse of client information while maintaining the confidentiality required for investment advisory services.

Your Privacy Rights

Under South African privacy laws, you have the right to:

• Access and review your personal information held by our firm
• Request corrections to inaccurate or incomplete information
• Request deletion of personal information subject to regulatory requirements
• Object to certain processing activities or withdraw consent where applicable

Data Retention

We retain client information for the duration of our professional relationship and for the period required by South African financial services regulations. Investment records, correspondence, and transaction data are maintained according to regulatory guidelines to ensure compliance and protect both client and firm interests.

Cookie and Website Privacy

Our website uses cookies to enhance user experience and provide relevant investment content. You can manage cookie preferences through your browser settings. We collect website usage data to improve our online services and ensure our digital platforms meet client needs effectively.

Contact Information for Privacy Matters

For privacy-related questions, data access requests, or concerns about how we handle your information, contact our Privacy Officer at privacy@perandolistra.com or call +27 61 987 6543. This privacy policy was last updated on May 19, 2025, and may be revised to reflect changes in our services or applicable regulations.