Privacy Policy

 

Statement of the firm's commitment to protecting client privacy.

​

In accordance with South African law, Houston-Brown and Associates (PTY) Ltd is committed to protecting the privacy of our clients. We recognize the importance of safeguarding personal information and are dedicated to ensuring that your privacy is respected.

​

We collect personal information only when it is necessary to provide our services to you. This information may include your name, contact information, and other details relevant to the services we are providing. We do not share this information with third parties unless required by law or with your express consent.

​

We maintain the confidentiality and security of all client information and take appropriate measures to prevent unauthorized access, use, or disclosure. Our employees are trained on the importance of protecting client privacy and are required to adhere to strict confidentiality policies.

​

We are committed to keeping our clients informed about our privacy practices and will update our policies as necessary to ensure compliance with applicable laws and regulations, including the Protection of Personal Information Act (POPIA).

​

We take our responsibility to protect client privacy very seriously and strive to maintain the highest standards of confidentiality and security in accordance with POPIA. If you have any questions or concerns about our privacy practices, please do not hesitate to contact us.

​

Explanation of how client information is collected, used, and shared

​

At Houston-Brown and Associates (Pty) Ltd, we collect client information in order to provide our services to you. This information may include your name, contact information, and other details relevant to the services we are providing.

We collect information through various methods, including but not limited to, email, phone calls, online forms, and face-to-face meetings. We ensure that all personal information collected is relevant and necessary for the provision of our services, and that it is kept accurate and up-to-date.

 

We use client information for the following purposes:

​

1. Providing our services: We use client information to provide the services requested by our clients, including but not limited to, financial planning, investment management, and tax advice.

2. Communication: We use client information to communicate with our clients, including but not limited to, providing updates on our services, responding to client inquiries, and sending out newsletters.

3. Compliance: We use client information to comply with legal and regulatory requirements, including but not limited to, Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) regulations.

4. Marketing: We may use client information to inform our clients about new products and services that we offer.

​​

We do not share client information with third parties unless required by law or with the client's express consent. In some cases, we may need to share client information with service providers who assist us in providing our services, such as accountants, lawyers, or investment managers. We ensure that these service providers are bound by strict confidentiality agreements and that they only use client information for the specific purpose for which it was shared.

​

We take the protection of client information seriously and have implemented physical, technical, and organizational measures to safeguard client information against unauthorized access, use, or disclosure.

​

If you have any questions or concerns about how we collect, use, and share client information, please do not hesitate to contact us.