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Protection of Personal Information

Confidentiality Statement

At Zezoluntu Wealth, we understand that estate planning requires the sharing of deeply personal, financial, and sometimes sensitive family information. We value the trust our clients place in us and are fully committed to protecting the privacy and confidentiality of every individual and entity we serve.

As a professional estate planning practice operating within the Republic of South Africa, we are bound by the Protection of Personal Information Act (POPIA), No. 4 of 2013, and adhere to the highest standards of data privacy and ethical conduct.

Our Commitment to You:

1.Confidentiality at Every Step
All personal information obtained during consultations, via forms, through digital platforms, or in any other format, is treated as strictly confidential. We do not disclose, share, or sell your information to any third parties without your explicit, written consent, unless required to do so by law or under legal obligation.

2. Purpose-Driven Use
Any personal data collected is used solely for the purpose of providing estate planning, fiduciary, and related professional services. We do not collect unnecessary data, and we do not use your information for any unrelated or undisclosed purpose.

3. Compliance with POPIA
In line with POPIA, we ensure that your information is:

  • Lawfully and transparently processed
  • Stored securely, with appropriate safeguards against loss, theft, or unauthorised access
  • Accessible only to authorised personnel involved in your matter
  • Accurate and up to date, with your full right to request correction or deletion

4. Your Rights as a Data Subject
You have the right to:

  • Access the personal information we hold about you
  • Request corrections to any inaccurate or outdated information
  • Object to the processing of your information in certain cases
  • Lodge a complaint with the Information Regulator if you believe your rights have been violated

5. Information Officer Contact
Should you have any concerns or queries about how your information is handled, you are encouraged to contact our Information Officer at:
https://zezoluntuwealth.africa/contact

We are not just service providers, we are custodians of your legacy. Your trust is the foundation of our relationship, and we take every measure to ensure that it is respected, protected, and upheld at all times

Client Disclosure Agreement

  1. Purpose of Agreement

This Client Disclosure Agreement (“Agreement”) sets out the terms under which Zezoluntu Wealth may collect, process, and store your personal information for the purpose of providing estate planning and fiduciary services. This Agreement is in accordance with the Protection of Personal Information Act (POPIA), No. 4 of 2013, and outlines your rights and our obligations in relation to your personal data.

  1. Consent to Collect and Process Personal Information

By submitting any personal information for any of our services, you accept this Agreement, you (the client) hereby voluntarily provide consent for us to collect, use, and process your personal information, including but not limited to:

  • Identity and contact details
  • Marital and family status
  • Financial records, asset information, liabilities
  • Estate documents such as wills, trusts, policies, and related contracts
  • Any other data required to perform professional services on your behalf

This information will be used solely for the purposes of estate planning, financial planning, compliance, and client relationship management.

  1. Confidentiality and Non-Disclosure

We commit to maintaining strict confidentiality regarding your personal information. Your data will:

  • Be used only for legitimate and agreed-upon purposes
  • Be shared only with authorised personnel or legally appointed third parties (such as fiduciary institutions or the Master of the High Court), and only when necessary to deliver services
  • Not be disclosed, sold, or transferred to any third party without your written consent, unless required by law or regulatory authority
  1. Your Rights Under POPIA

You, as the data subject, have the right to:

  • Access the personal information we hold about you
  • Request corrections or deletion of inaccurate or outdated information
  • Object to the processing of your data under certain circumstances
  • Withdraw consent at any time, subject to legal or contractual obligations
  • Lodge a complaint with the Information Regulator (South Africa) if your privacy rights are violated
  1. Security Measures

We implement appropriate technical and organisational safeguards to protect your personal information from loss, unauthorised access, misuse, or alteration. All digital data is stored on secure, access-controlled platforms, and physical records are kept in locked facilities accessible only to authorised personnel.

  1. Duration and Retention

Your personal data will be retained only for as long as necessary to fulfil the purposes for which it was collected and as required by South African law or industry regulations. After this period, your data will be securely destroyed or de-identified.

  1. Client Acknowledgement and Acceptance

By submitting any personal information for any of our services, you accept this Agreement, and you confirm that you:

  • Have read and understood the contents of this Client Disclosure Agreement;
  • Voluntarily consent to the processing and use of your personal information as outlined;
  • Acknowledge your rights under POPIA and how to exercise them.