Website privacy policy

1. Personal information

Personal information refers to information that can identify an individual, including but not limited to name and surname, contact details, email address, telephone number, identity number, and financial information required for financial advice or insurance purposes.

Hereditas Wealth Advisory will only collect personal information that is necessary to provide financial services or respond to enquiries submitted through the website.

2. Use of personal information

Personal information collected through this website may be used for the following purposes:

• Responding to enquiries submitted through the website.
• Providing financial advice or financial services.
• Complying with legal and regulatory requirements.
• Communicating with clients regarding financial products or services.

3. No sale of personal information

Hereditas Wealth Advisory will not sell, rent or distribute personal identifiable information to third parties without consent, unless required to do so by law.

4. Sharing of information

Hereditas Wealth Advisory may share personal information with licensed product providers, authorised insurers, compliance service providers, and regulatory authorities where required by law. Such sharing will only occur where necessary for the rendering of financial services.

Aggregate information about website users may also be used for analytical purposes but will not identify individual users.

5. Electronic communications

By using this website, users consent to receive communications electronically. This includes agreements, notices, disclosures and other communications required in connection with financial services. Such electronic communication satisfies any legal requirement that such communication be in writing.

6. Data security

Hereditas Wealth Advisory takes reasonable technical and organisational measures to protect personal information from loss, unauthorised access, misuse, alteration or destruction.

However, no internet transmission can be guaranteed to be completely secure and users submit information at their own risk.

7. Cookies

This website may use cookies to enhance the user experience and improve website functionality. Cookies may collect information such as browser type, pages visited and time spent on the website. Users may disable cookies in their browser settings if they prefer.

This website does not set analytics or marketing cookies, and it does not store calculator answers in the browser. A short-lived security cookie may be used only when a form can be sent. It holds a random value, not the answers.

8. Changes, external websites and contact

Hereditas Wealth Advisory reserves the right to update or amend this Privacy Policy at any time. Any changes will be published on the website.

This website may contain links to third-party websites. Hereditas Wealth Advisory is not responsible for the privacy practices or content of such external websites.

If you have any questions regarding this Privacy Policy, or believe that personal information held by Hereditas Wealth Advisory is incorrect or outdated, contact Hereditas Wealth Advisory (Pty) Ltd at info@hereditas.co.za, 325 Jorissen Street, Monument, Krugersdorp, 1739, South Africa.