PROSPERITY ENTERPRISES INVESTMENTS (PTY) LTD & PE TRUST SERVICES (PTY) & PRIVATE PROPERTY (PTY) LTD
PRIVACY STATEMENT
This policy sets out the basis on which any personal data we collect from you will be processed by us when you
register online to attend an event at Private Property and Prosperity Enterprises.
By booking for an event in this way, you consent to the collection retention and use of your personal
information in accordance with the terms of this policy.
How we will use your information
The information you provide will be used to process your booking. We will also use it to contact you regarding
your booking. We may also contact you to undertake post-event evaluation and for future events.
We use Payfast for event bookings. Please note that Payfast is a third-party service that is not owned or
managed by Private Property and Prosperity Enterprises. You should refer to Payfast terms and conditions of
privacy policy as we do not accept any responsibility or liability for their policies.
We use this website for event promotion and bookings. This is a service managed by Private Property and
Prosperity Enterprises.
Retention of information
You may be contacted by the event organisers again for future events, we will hold on to your data in line with
our Business and external stakeholder privacy notice.
We want to make sure that your information is accurate and up to date. You may also ask us to correct or
remove any inaccurate information.
DEFINITIONS
“We”, “us” and “our” refers to Prosperity Enterprises Investments (Pty) Ltd, a private company with
limited liability, as well as a licensed services provider registered under the company laws of the
Republic of South Africa, registration number 2015/086110/07 and PE Trust Services (Pty) Ltd, a
private company with limited liability, as well as a licensed services provider registered under the
company laws of the Republic of South Africa, registration number 2017/062874/07.
The principal place of business of both companies is Block B, Infinity Business Park, Corner William
Nicol Drive & Pieter Wenning Road, Fourways, Johannesburg.
“You” and “your” refers to you as the principle party of the business relationship/policy/financial
services. “Your personal information” refers to personal information about you, your spouse, your
dependents and your beneficiaries (as may be relevant). It includes information about health,
financial status, gender, age, contact numbers and addresses and or any other information that may
be required in the ordinary course of Prosperity Enterprises Investments (Pty) Ltd & PE Trust
Services (Pty) Ltd performing its duties.
“Process information” means the activities of collecting, recording, organising, storing, updating,
distributing and removing or deleting personal information.
“Competent person” means anyone who is legally competent to consent to any action or decision
being taken for any matter concerning a child, for example a parent or legal guardian.
When you engage with us, you trust us with personal information about yourself, your spouse, your
dependents, your family and beneficiaries. You understand that when you include your spouse
and/or dependents on your application, we will process their personal information for the activation
of the policy/benefit and to pursue their legitimate interest. We will furthermore process their
information for the purposes set out in this Privacy Statement. We are committed to protecting your
right to privacy. The purpose of this Privacy Statement is to set out how we collect, use, share and
otherwise process your personal information, in line with the Protection of Personal Information Act
(“POPIA”).”
You have the right to object to the processing of your personal information. It is voluntary to accept
these terms and conditions. This means that if you do not accept the terms of this Privacy
Statement, we will not process any of your personal information. The acceptance of these terms and
conditions and the permission given to process your personal information will continue after your
death, if there is a surviving spouse, or may cease, in the event there is the appointment to manage
your affairs should there be no beneficiaries who may require the continuance of our support in our
advisory and or intermediary capacity.
We commit to keeping your personal information confidential. You may have given us this
information yourself or we may have collected it from other sources e.g. product supplier. If you
share your personal information with any third parties beyond our channels, we will not be
responsible for any loss or harm suffered by you, your spouse, your dependents or your
beneficiaries.
You provide us the necessary assurance that when you give us personal information about your
spouse, your dependents, or your beneficiaries, you have received their permission to share their
personal information with us for the purposes set out in this Privacy Statement or any other related
purposes.
You understand that when you include your spouse and/or dependents in any interaction with
Prosperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd, we will process their
personal information in the ordinary course of performing our duties for you and to pursue their
legitimate interest. We will furthermore process their information for the purposes set out in this
Privacy Statement.
If you are giving consent for a person under 18 (a minor) you confirm that you are a competent
person and that you have authority to give consent for them.
By appointing Prosperity Enterprises Investments (Pty) Ltd & PE Trust Services (Pty) Ltd as your
service provider, you confirm that you give us consent to process your personal information and that
we may:
Share with our carefully selected range of services and or product suppliers your
benefits/policy information, including your personal information, necessary to ensure
the efficient administration of the benefits/policy and to ensure that we comply with all
relevant legislation; as well as
Share your ordinary personal information and as may be necessary special personal
information for purposes of performing our duties to you in the ordinary course of the
business 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 business
relationship;
Enabling any connected entity (Product or service supplier) to Prosperity Enterprises
Investments (Pty) Ltd & PE Trust Services (Pty) Ltd and any third party provider or other
party(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 enhanced
benefits or new products that become available from time to time which you may
become entitled to or qualify for; and or
Providing relevant information, including your personal information, to a contracted
third party who requires such information to render a service to you in relation to your
benefits/ policy(ies), provided that such contracted third party agrees to keep the
information confidential.
Further to the above, if a third party asks us for any of your personal information, we will share it
with them only if:
You have already given your consent for the disclosure of this information to that third
party;
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 Enterprises
Investments (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) to
help 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 special
personal information, to conduct sanction screening against all mandatory and non-mandatory
sanctions lists;
You also consent to us communicating such personal information to ALL relevant
Regulatory Bodies as well as to other entities, as may be necessary and obligatory, if
you are matched to one of these sanctions lists;
You understand that we may and shall terminate this agreement with immediate effect
if 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 more
of 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 as
product and services suppliers contracted to PE Trusts Services and or used for research
and statistical purposes within the Company or with parties outside of the Company
who may be responsible for these activities of the organisation (where applicable). We
assure you that your personal information will only be shared, if it is in your best
interest and where these parties keep your information confidential. No personal
information will be made available to a third party unless that third party has agreed to
abide 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 your
permission 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 obtain
personal 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-party
data 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 have
chosen.
We have a duty to keep you updated about any offers and new products or updates to existing
products in the ordinary course of our business relationship with you and a such will make
information available to you from time to time. Any entity with which Prosperity Enterprises
Investments (Pty) Ltd & PE Trust Services (Pty) Ltd partners and or contracted third-party service or
product 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 Trusts
Services.
You may opt of marketing of any additional services and or products by notifying PE Trusts Services
directly. We will store your personal information for the purpose to action this request and action it
as soon as reasonably possible.
You have the right to know what personal information we hold about you. If you wish to receive a
copy, please complete an ‘Access Request Form’ and specify the information you would like a copy
of. 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 “Privacy
Policy” at the bottom of the “Home” page or on request from PE Trusts Services by sending a formal
written request to compliance@prosperityenterprises.co.za. We will take all reasonable steps to
confirm your identity before providing details of your personal information. We are entitled to
charge 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 we
cannot delete your personal information, we will take all steps to make it anonymous. You agree
that we may keep your personal information until you ask us to delete or destroy it, unless the law
requires 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 be
determined in the course of the business relationship and your specific portfolio. We
will ensure that any country, company or person that we pass (if necessary) your
personal information to agrees to treat your information with the same level of
protection as we are obliged to.
If we become involved in a proposed or actual sale, merger, acquisition of any assets, we have the
right to share your personal information with third parties in connection with the transaction. In the
case 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 be
available 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, you
must first attempt to resolve any concerns with us. If you are not satisfied after this process, you
have 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 Regulatory
Business Address: Block B
Infinity Business-park
Cnr William Nicol & Peter Wenning Road
Fourways
Johannesburg
Tel: 010 285 0549
Fax:
Email address: compliance@prosperityenterprises.co.za