xyphaveltora.com is committed to protecting your privacy when using our professional investment consultation services. This policy outlines how we collect, use, and protect your personal and financial information.
We collect personal details including name, contact information, financial goals, investment experience, and asset information necessary for providing professional financial planning advice.
Investment portfolio details, risk tolerance assessments, income information, and retirement planning data required for comprehensive wealth management consultations.
Website usage patterns, consultation booking preferences, and communication history to improve our investment advisory services.
Your information is used exclusively for providing investment consultation services, including portfolio analysis, risk assessment, financial planning recommendations, and ongoing investment monitoring.
We do not sell or share your personal financial information with third parties except as required for service delivery or legal compliance under South African financial services regulations.
We implement robust security measures to protect your sensitive financial information, including encryption, secure data storage, and restricted access protocols.
You have the right to access, correct, or delete your personal information, request data portability, and withdraw consent for non-essential data processing.
Financial consultation records are retained for seven years as required by South African financial services regulations, with secure disposal thereafter.
For privacy concerns or data requests, contact our Privacy Officer at info@xyphaveltora.com or +27 11 482 1572.
Last Updated: June 27, 2025