POPIA Privacy Policy

Effective Date: January 2025
Last Updated: 28 August 2025

At BTT Advisories, we respect your right to privacy and take the protection of personal information seriously. This Privacy Policy outlines how we collect, use, store, and protect your personal information in compliance with the Protection of Personal Information Act, 4 of 2013 (POPIA).
 

1. What Personal Information We Collect

We may collect the following information when you use our services:

• Identity Information: Name, surname, ID number, or business registration details.

• Contact Information: Email address, phone number, and physical or postal address.

• Financial Information: Banking details, insurance policy numbers, and investment information where required.

• Website Usage Data: IP address, browser details, pages visited, and preferences for analytics and website improvements.
   

2. Purpose of Processing Personal Information

We process your information to:

• Provide insurance, investment, and legal advisory services.

• Respond to inquiries and provide professional advice or support.

• Comply with legal and regulatory requirements.

• Conduct marketing (with your consent) and inform you about products and services.

• Improve our website and service offerings.
   

3. Lawful Basis for Processing

We process personal information on one or more of the following lawful bases:

• Consent: You have given clear permission for us to process your personal data.

• Contractual Necessity: The processing is necessary to provide the services you have requested.

• Legal Obligation: The processing is necessary to comply with the law.

• Legitimate Interests: To improve our services and maintain relationships with clients.
   

4. Sharing and Disclosure of Personal Information

We will never sell your personal information. We may share it only with:

• Service Providers assisting with insurance, investment, or legal services.

• Regulatory Authorities when required by law.

• Business Partners where joint services are offered (with your consent).
   

5. Data Security and Retention

We apply industry-standard security measures to protect your information against unauthorized access or disclosure. Personal information is retained only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.
 

6. Your POPIA Rights

Under POPIA, you have the right to:

• Access your personal information.

• Request correction or deletion of personal information.

• Object to the processing of your personal information.

• Withdraw consent for marketing at any time.

Requests can be made by contacting us at the details below.
 

7. Cookies and Website Tracking

We may use cookies to improve user experience and analyze website performance. You can disable cookies in your browser settings, but some site features may be affected.
 

8. Third-Party Links

Our website may link to third-party sites. We are not responsible for their privacy practices or content.
 

9. Contact Information

For questions about this Privacy Policy or to exercise your POPIA rights, please contact us at:
BTT Advisories – Mossel Bay
Email: shaun@bttadvisories.co.za