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PROSPERITY ENTERPRISES INVESTMENTS (PTY) LTD & PE TRUST SERVICES (PTY) & PRIVATE PROPERTY (PTY) LTD
You have the right to object to the processing of your personal information. It is voluntary to acceptthese terms and conditions. This means that if you do not accept the terms of this PrivacyStatement, we will not process any of your personal information. The acceptance of these terms andconditions and the permission given to process your personal information will continue after yourdeath, if there is a surviving spouse, or may cease, in the event there is the appointment to manageyour affairs should there be no beneficiaries who may require the continuance of our support in ouradvisory and or intermediary capacity. We commit to keeping your personal information confidential. You may have given us thisinformation yourself or we may have collected it from other sources e.g. product supplier. If youshare your personal information with any third parties beyond our channels, we will not beresponsible for any loss or harm suffered by you, your spouse, your dependents or yourbeneficiaries. You provide us the necessary assurance that when you give us personal information about yourspouse, your dependents, or your beneficiaries, you have received their permission to share theirpersonal information with us for the purposes set out in this Privacy Statement or any other relatedpurposes. You understand that when you include your spouse and/or dependents in any interaction withProsperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd, we will process theirpersonal information in the ordinary course of performing our duties for you and to pursue theirlegitimate interest. We will furthermore process their information for the purposes set out in thisPrivacy Statement. If you are giving consent for a person under 18 (a minor) you confirm that you are a competentperson and that you have authority to give consent for them. By appointing Prosperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd as yourservice provider, you confirm that you give us consent to process your personal information and thatwe may: Share with our carefully selected range of services and or product suppliers yourbenefits/policy information, including your personal information, necessary to ensurethe efficient administration of the benefits/policy and to ensure that we comply with allrelevant legislation; as well as Share your ordinary personal information and as may be necessary special personalinformation for purposes of performing our duties to you in the ordinary course of thebusiness relationship.
You agree that we may process your personal information for the following purposes: Administration, maintenance and advisory purposes to ensure your best interests(including those of your dependents or beneficiaries) during the course of the businessrelationship; Enabling any connected entity (Product or service supplier) to Prosperity EnterprisesInvestments (Pty) Ltd & PE Trust Services (Pty) Ltd and any third party provider or otherparty(ies) or its representative approved by the Prosperity Enterprises Investments(Pty) Ltd & PE Trust Services (Pty) Ltd to advise you of, or offer to you, any enhancedbenefits or new products that become available from time to time which you maybecome entitled to or qualify for; and or Providing relevant information, including your personal information, to a contractedthird party who requires such information to render a service to you in relation to yourbenefits/ policy(ies), provided that such contracted third party agrees to keep theinformation confidential.
Further to the above, if a third party asks us for any of your personal information, we will share itwith them only if: You have already given your consent for the disclosure of this information to that thirdparty; We have a legal or contractual duty to give the information to that third party; or For any of the purposes set out below. You confirm that we may share your personal information within the Prosperity EnterprisesInvestments (Pty) Ltd & PE Trust Services (Pty) Ltd for the following purposes: Administration; Fraud prevention; and
Where necessary to provide additional services, benefits or advice (not limiting to) tohelp you in your consumer capacity of financial products and or related services. You consent and agree that we may process your information, including personal and specialpersonal information, to conduct sanction screening against all mandatory and non-mandatorysanctions lists; You also consent to us communicating such personal information to ALL relevantRegulatory Bodies as well as to other entities, as may be necessary and obligatory, ifyou are matched to one of these sanctions lists; You understand that we may and shall terminate this agreement with immediate effectif you are found to be on a sanctions list, without notice.
You also confirm that we may share and combine all your personal information for any one or moreof the following purposes: Market, statistical and research; and To tailor our advisory and intermediary services to meet your needs. You agree that your personal information may be shared with third parties such asproduct and services suppliers contracted to PE Trusts Services and or used for researchand statistical purposes within the Company or with parties outside of the Companywho may be responsible for these activities of the organisation (where applicable). Weassure you that your personal information will only be shared, if it is in your bestinterest and where these parties keep your information confidential. No personalinformation will be made available to a third party unless that third party has agreed toabide by strict confidentiality protocols that we require.
If we want to share your personal information for any other reason, we will do so only with yourpermission and explicit consent. We have a duty to take all reasonable steps to ensure your personal information is complete,accurate, not misleading and updated on a regular basis. To enable this we will always try to obtainpersonal information from you directly, and update such on at least an annual basis. If necessary,where we are unable to do so, we will attempt to make use of verifiable independent third-partydata sources. We have the right to communicate with you electronically about any changes on your benefits /policy(ies), including your costs or changes and improvements to the benefits/policy(ies) you havechosen. We have a duty to keep you updated about any offers and new products or updates to existingproducts in the ordinary course of our business relationship with you and a such will makeinformation available to you from time to time. Any entity with which Prosperity EnterprisesInvestments (Pty) Ltd & PE Trust Services (Pty) Ltd partners and or contracted third-party service orproduct providers/supplier may communicate with you about these. Please let us know if you do not wish to receive any direct telephone marketing from PE TrustsServices.You may opt of marketing of any additional services and or products by notifying PE Trusts Servicesdirectly. We will store your personal information for the purpose to action this request and action itas soon as reasonably possible. You have the right to know what personal information we hold about you. If you wish to receive acopy, please complete an ‘Access Request Form’ and specify the information you would like a copyof. This form is part of the Prosperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd’PAIA Manual to Accessing Information and can be found on the Prosperity Enterprises Investments(Pty) Ltd & PE Trust Services (Pty) Ltd website at https://prosperityenterprises.co.za/ under “PrivacyPolicy” at the bottom of the “Home” page or on request from PE Trusts Services by sending a formalwritten request to firstname.lastname@example.org. We will take all reasonable steps toconfirm your identity before providing details of your personal information. We are entitled tocharge a fee for this service and will let you know what it is at the time of your request. You have the right to ask us to update, correct or delete your personal information. Where wecannot delete your personal information, we will take all steps to make it anonymous. You agreethat we may keep your personal information until you ask us to delete or destroy it, unless the lawrequires us to keep it for a defined period of time, after which it may be deleted.We are required to collect and keep personal information in terms of the following laws:
The Electronic Communications and Transactions Act (ECT) The Financial Intelligence Centre Act (FICA) The Financial Advisory and Intermediary Services Act (FAIS) The Consumer Protection Act (CPA); and Long Term Insurance Act (LTIA); amongst others.You agree that we may transfer your personal information outside South Africa (if applicable): If you give us an email address that is hosted outside South Africa; or To administer certain services, for example, cloud services; or Where required to administer any off-shore product or financial services as may bedetermined in the course of the business relationship and your specific portfolio. Wewill ensure that any country, company or person that we pass (if necessary) yourpersonal information to agrees to treat your information with the same level ofprotection as we are obliged to.
If we become involved in a proposed or actual sale, merger, acquisition of any assets, we have theright to share your personal information with third parties in connection with the transaction. In thecase of a merger, acquisition or sale, the new entity will have access to your personal information.The terms of this Privacy Statement will continue to apply. We may change this Privacy Statement at any time. The most updated version will always beavailable on https://prosperityenterprises.co.za/ or on request, as may be necessary at any time. If you believe that we have used your personal information contrary to this Privacy Statement, youmust first attempt to resolve any concerns with us. If you are not satisfied after this process, youhave the right to lodge a complaint with the Information Regulator, under POPIA.Prosperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd Information Officer Information RegulatoryBusiness Address: Block B Infinity Business-parkCnr William Nicol & Peter Wenning RoadFourwaysJohannesburgTel: 010 285 0549Fax:Email address: email@example.com
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