Privacy Policy
This Privacy Policy explains how Johan Coetzee, as an authorised representative of Fairtree Private Client (Pty) Ltd (FSP License No. 12179), collects, uses, and protects your personal information when you visit this website, in accordance with the Protection of Personal Information Act, 2013 (POPIA).
Information We Collect
- Information you provide directly: your name, email address, phone number, and any message content when you use the contact form on this site.
- Automatically collected information: basic technical data such as browser type and general usage patterns, where analytics tools are enabled.
- Local storage / cookies: this site uses your browser's local storage to remember your cookie notice preference. No third-party advertising or tracking cookies are set by this site.
How We Use Your Information
- To respond to enquiries submitted through the contact form.
- To provide financial planning services you have requested, in which case your information may also be processed in accordance with Fairtree Private Client's client onboarding and FICA requirements.
- We do not sell or rent your personal information to third parties.
Third-Party Services
The contact form on this site is processed by a third-party form service (Formspree). Fonts are loaded from Google Fonts and icons from Cloudflare's CDN (cdnjs) — these providers may log standard technical request data (such as IP address) as part of normal web delivery. No personal information you submit via the contact form is shared with these providers beyond what is technically necessary to deliver the request.
Data Retention
Enquiry information submitted through the contact form is retained only as long as necessary to respond to and, where applicable, follow up on your enquiry. Information relating to an active advisory relationship is retained in accordance with FAIS Act and FICA record-keeping requirements.
Your Rights Under POPIA
You have the right to:
- Request access to the personal information we hold about you.
- Request correction or deletion of your personal information.
- Object to the processing of your personal information.
- Lodge a complaint with the Information Regulator if you believe your rights under POPIA have been infringed.
To exercise any of these rights, contact johanc@fairtree.com.
Information Regulator (South Africa)
General enquiries: enquiries@inforegulator.org.za
POPIA complaints: POPIAComplaints@inforegulator.org.za
Security
Reasonable technical and organisational measures are used to protect the personal information submitted through this site. However, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.
Changes to This Policy
This Privacy Policy may be updated from time to time. The "last updated" date above reflects the most recent revision.
This policy is provided for general information and does not constitute legal advice. See also our Disclosures & Disclaimer.