OUR PRIVACY POLICY

Privacy Policy

Last updated: 21 August 2025

1. Information We Collect

We may collect the following types of information:

• Personal details: name, email address, phone number, and postal address.

• Financial information: where relevant to investment services, such as account details and investment preferences.

• Technical information: IP address, browser type, operating system, and usage data collected automatically when you use our website.

• Communications: records of correspondence when you contact us.

2. How We Use Your Information

We use your personal information to:

• Provide and manage investment services.

• Respond to your enquiries and communicate with you.

• Send important updates, market insights, or relevant information (where you have consented).

• Comply with legal, regulatory, and compliance obligations.

• Improve our website and service offerings.

3. Legal Basis for Processing

We process personal information on the following legal bases:

• Your consent, where applicable (e.g. for marketing communications).

• Contractual necessity, to provide services you request.

• Legal or regulatory obligations, applicable to financial services.

• Our legitimate interests, such as improving services and ensuring website security.

4. Sharing Your Information

We will never sell your information. We may share data with:

• Authorised service providers who assist in delivering our services (e.g. IT, custodians).

• Regulators, auditors, or authorities where legally required.

• Professional advisers, where necessary for compliance or contractual obligations.

5. Data Security

We apply technical, organisational, and administrative safeguards to protect your personal data against unauthorised access, loss, misuse, or disclosure.

6. Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes outlined in this policy, or as required by law and regulation.

7. Your Rights

Depending on applicable data protection laws, you may have rights to:

• Access the personal information we hold about you.

• Request correction or deletion of your data.

• Restrict or object to certain processing activities.

• Withdraw consent (where processing is based on consent).

• Lodge a complaint with a data protection authority.

8. Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance your browsing experience and gather anonymous analytics. You may disable cookies in your browser settings, but some website features may not function properly.

9. International Data Transfers

If we transfer your personal data outside of your home country, we will ensure that appropriate safeguards are in place to protect your information in compliance with applicable laws.

10. Updates to This Policy

We may update this Privacy Policy periodically. The latest version will always be available on our website with the updated date shown above.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Wealthpoint Capital

Suite 4, 5 Fricker Road

Illovo, Johannesburg, 2015

Email: info@wealthpointcapital.com

Phone: +27 (0)11 081 6009