Privacy Policy
Last updated: June 16, 2025
Introduction
Studyzestes ("we," "our," or "us") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our financial planning services.
Information We Collect
We collect the following types of information to provide effective financial planning services:
- Personal identification information (name, email address, phone number, physical address)
- Financial information (income, assets, investment objectives, risk tolerance)
- Technical information (IP address, browser type, device information, usage patterns)
- Communication records (emails, phone calls, meeting notes, service interactions)
How We Use Your Information
We use your personal information for the following purposes:
- Providing personalized financial planning and investment management services
- Communicating about your account, services, and financial planning updates
- Improving our services and developing new financial planning tools
- Complying with legal requirements and regulatory obligations
Information Protection
We implement robust security measures to protect your personal and financial information, including encryption, secure servers, access controls, and regular security audits. We limit access to your information to authorized personnel only.
Cookies and Tracking
We use cookies and similar technologies to enhance your experience on our website. For detailed information about our cookie practices, please review our Cookie Policy.
Cookie Policy cookie-policy.html
Information Sharing
We do not sell or rent your personal information. We may share information in the following circumstances:
- With service providers who assist in delivering our financial planning services
- When required by law or to comply with legal processes
- To protect our rights, property, or safety, or that of our clients
Your Rights
Under South African privacy laws, you have the right to:
- Access and obtain copies of your personal information
- Correct inaccurate or incomplete information
- Request deletion of your personal information
- Object to processing of your information for marketing purposes
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal requirements. Financial records may be retained for extended periods as required by law.
Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.
Policy Changes
We may update this Privacy Policy periodically. We will notify you of significant changes by posting the new policy on our website and updating the effective date.
Contact Information
For questions about this Privacy Policy or our data practices, contact us: