Privacy Policy

June 8, 2025

Plexsynorathonline is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when using our investment advisory services. Last updated: July 1, 2025.

Information We Collect

We collect information to provide personalized investment advisory services and improve your experience:

• Personal identification information (name, address, phone, email)
• Financial information (income, assets, investment goals, risk tolerance)
• Website usage data (pages visited, time spent, click patterns)
• Communication records (emails, consultation notes, service requests)

How We Use Your Information

Your information helps us provide personalized investment advisory services:

• Develop customized investment strategies and recommendations
• Communicate about consultations, appointments, and follow-up services
• Improve our website functionality and service offerings
• Comply with regulatory requirements and legal obligations

Data Protection Measures

We implement robust security measures to protect your personal and financial information, including encryption, secure servers, access controls, and regular security audits. Staff receive ongoing privacy training.

Cookies and Tracking

Our website uses cookies to enhance your browsing experience and provide personalized content. For detailed information about our cookie practices, please review our Cookie Policy.

Cookie Policy Learn more about cookies

Third-Party Services

We may use trusted third-party services for website analytics, appointment scheduling, and communication tools. These providers are bound by confidentiality agreements and data protection standards.

Your Privacy Rights

Under South African privacy laws, you have several rights regarding your personal information:

• Access and review the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Request deletion of your personal information (subject to legal requirements)
• Withdraw consent for marketing communications at any time

Data Retention

We retain your personal information only as long as necessary to provide services and comply with legal requirements. Financial advisory records are typically retained for seven years per regulatory requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or website notice.

Contact Us About Cookies

If you have questions about our use of cookies, please contact us at info@plexsynorathonline.com or +27414841178.