Effective Date: June 27, 2025
We collect personal information necessary to provide professional financial planning services, including contact details, financial information, investment goals, and portfolio data.
Your information is used exclusively for providing investment management services, portfolio analysis, wealth creation strategies, and financial planning consultation.
We maintain strict confidentiality of your financial information. Data is only shared with authorized service providers necessary for delivering our financial planning services, and always under strict confidentiality agreements.
We implement robust security measures to protect your financial information, including encryption, secure servers, and access controls. All investment data and personal information is protected according to South African data protection standards.
You have the right to access, update, or request deletion of your personal information. You may also opt out of marketing communications while continuing to receive essential service-related updates.
For privacy-related inquiries or to exercise your rights, contact us at info@axothorysalvyn.com or +27 11 858 4649.
We may update this privacy policy to reflect changes in our services or legal requirements. Significant changes will be communicated to active subscribers.