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.