Institutional protocol
Compliance hub
Authoritative regulatory disclosures and legal frameworks for SA Global Wealth Management.
Privacy policy (Popia)
1. Institutional commitment
SA Global Wealth Management (Pty) Ltd is committed to the clinical and thorough protection of your personal information. In accordance with the Protection of Personal Information Act (Popia), we apply rigorous technical and organisational measures to ensure data integrity and confidentiality.
2. Information collection & categorisation
We process personal information essential for the provision of authorised financial services. This includes, but is not limited to: identity data, contact details, financial position, and risk profiles. Where required for medical aid underwriting or life cover assessment, we may process special personal information regarding health markers with your explicit consent.
3. Purpose of processing
Data processing is limited to specific, foundational purposes: providing professional financial advice, executing intermediary services, performing regulatory audits, and maintaining statutory records. We do not engage in the unauthorised sharing of client data with third-party marketing entities.
4. Data retention & destruction
Institutional records are retained for a period of five years following the termination of the client relationship, as mandated by the Fais Act and Fica requirements. Upon the expiry of this period, data is securely and permanently destroyed.
5. Data subject rights
You have the right to request access to your personal information, request corrections, or object to specific processing activities. All inquiries should be directed to our Information Officer at admin@sagwm.com.