Yellowwood Private Wealth (Pty) Ltd (herein after referred to as “YPW”) respects your privacy and is committed to keeping your information confidential.

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Introduction

This document sets forth the YPW Privacy Policy (the “Privacy Policy”) for this Web site, www.yellowwoodprivatewealth.co.za (the “Site”). If you have objections to the Privacy Policy, you should not access or use this Site. This Privacy Policy does not govern privacy practices associated with offline activities or any other web sites. YPW is a provider of financial services and solutions to private individuals and their entities. YPW utilises the web for both marketing and service delivery, supports the ethical use of personal information, and subscribes to the privacy policy herein.

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Changes in Privacy Policy

All personal information (“personal information” is defined as any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains) that we collect and maintain will be subject to the version of the Privacy Policy in effect at the time of such collection. YPW reserves the right to change the Privacy Policy from time to time at its sole discretion and will provide notice of material changes on the home page of the Site. If as the result of such changes, you want to alter the ways in which YPW is allowed to use your personal information, you can do so by following the procedure described below in the section titled “Updating your personal information and privacy preferences.” You will be deemed to have been made aware of, and will be subject to, the changes to the Privacy Policy by your continued use of the Site after such notice has been posted for thirty (30) days. However, if YPW sells assets to another entity, or is acquired by, or merged with, another entity, YPW may provide to such entity customer information that is related to that part of our business that was sold to or merged with the other entity without your consent.

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Collection of personal information

As a visitor to this Site, you can engage in many activities without providing any personal information. Should you wish to contact us via this Site, YPW may ask you to provide certain information about yourself by filling out and submitting an online form. It is completely optional for you to engage in these activities. If you elect to engage in these activities, however, YPW may ask that you provide us personal information, such as your name, email address, contact numbers, and other personal information that may assist us in answering your query. Depending upon the nature of your query, some of the information that we ask you to provide is identified as mandatory and some as voluntary. If you do not provide the mandatory data with respect to a particular activity, we will not be able to provide the services requested.

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How your personal information is used

YPW collects your information in order to provide you with appropriate financial advice and or investment management services. The information provided to us will be used to comply with all relevant legislation (e.g. FICA) as well as to conduct a financial needs analysis, from which we will construct a solution that we believe best suits your needs. Your personal contact information is also used to keep in contact with you throughout our relationship. Barring where we are required to disclose this information by law, we will not share it with third parties without your consent. 

YPW may collect information about the use of the Site, such as how many users we receive daily. This information is collected in aggregate form, without identifying any user individually. YPW may use this aggregate, non-identifying statistical data for statistical analysis, marketing, or similar promotional purposes.

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Your choices with respect to personal information

YPW recognises and appreciates the importance of responsible use of information collected on this Site. Except in the particular circumstances described in this Privacy Policy, YPW will not provide your name to other companies or organizations without your consent.

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There are other instances in which YPW may divulge your personal information. If necessary, YPW may provide your personal information, in good faith, to comply with laws or regulations of a governmental or regulatory body or in response to a valid subpoena, warrant, or order or to protect the rights of YPW or others.

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Privacy-related inquiries and complaints

YPW takes its users’ privacy concerns seriously. If you believe that YPW has not complied with this Online Privacy Policy with respect to your personal information or you have other related inquiries or concerns, you may write to us by clicking here.

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In your letter, please describe in as much detail as possible the nature of your inquiry or the ways in which you believe that the YPW Online Privacy Policy has not been complied with. We will investigate your inquiry or complaint promptly. Please note that YPW is not responsible for the content or privacy practices of non-YPW web sites to which this Site may link. You should review the privacy policy of any such sites before using them.