Privacy Notice

Effective date: 14 September 2026

JJ Vorster Financial Services respects your privacy and is committed to protecting your personal information in accordance with the Protection of Personal Information Act 4 of 2013 (“POPIA”).

1. Responsible party

The responsible party for the personal information collected through this website and enquiry form is:

JJ Vorster Financial Services
7 Van Enchuizen Street
Vredenburg
Western Cape
South Africa

Information Officer: JJ Vorster
Email: admin@jjvorster.co.za

2. Information we collect

When you complete our Will and estate-planning enquiry form, we may collect:

• Your name and surname
• Your email address
• Your mobile number
• Your age category
• Your marital or relationship status
• General information about your family, assets, business interests, existing Will and estate-planning needs
• Your communication and POPIA consent preferences
• Technical information required for the secure operation of the website and form

Please do not submit identity numbers, banking details, medical information or confidential legal documents through this initial enquiry form.

3. Why we collect your information

We process your information to:

• Respond to your enquiry
• Contact you regarding your Will and estate-planning needs
• Assess the nature of the assistance you may require
• Arrange a consultation where appropriate
• Refer or introduce you to an appropriate authorised legal, fiduciary or financial-services provider when requested or necessary
• Maintain records required for operational, compliance, security and legal purposes
• Prevent fraudulent, abusive or automated form submissions

Submitting this form does not create an adviser-client, attorney-client or fiduciary relationship and does not constitute financial or legal advice.

4. How we use your consent

By selecting the consent option and submitting the form, you consent to JJ Vorster Financial Services contacting you about your Will and estate-planning enquiry.

This consent applies to responding to this specific enquiry. It does not automatically constitute consent to receive unrelated direct marketing.

You may withdraw your consent at any time by emailing admin@jjvorster.co.za. Withdrawal will not affect processing that lawfully occurred before your consent was withdrawn.

5. Sharing of information

We will not sell your personal information.

We may share relevant information with:

• Authorised employees, representatives or service providers who assist us in responding to your enquiry
• Approved legal, fiduciary, Will-drafting, trust or financial-services providers where this is necessary to assist you
• Website hosting, form-processing, email-delivery, information-technology and security providers
• Regulators, law-enforcement authorities or other parties where disclosure is required by law

Service providers are expected to process personal information only for authorised purposes and to apply appropriate confidentiality and security safeguards.

6. Storage and security

We take reasonable technical and organisational measures to protect personal information against loss, misuse, unauthorised access, alteration or disclosure.

Information submitted through this form may be stored within our WordPress website, Fluent Forms database, email systems and approved service-provider platforms such as Brevo.

Although reasonable safeguards are applied, no internet-based system can be guaranteed to be completely secure.

7. Cross-border processing

Some technology or cloud-service providers may store or process information outside South Africa. Where cross-border processing occurs, we will take reasonable steps to ensure that the information receives protection consistent with POPIA.

8. Retention

We retain personal information only for as long as reasonably required to:

• Respond to and manage your enquiry
• Provide requested services
• Meet applicable legal, regulatory and recordkeeping obligations
• Resolve complaints or disputes
• Protect our legitimate business and legal interests

Information that is no longer required will be securely deleted, destroyed or de-identified where reasonably practicable.

9. Your rights

Subject to applicable law, you may request that we:

• Confirm whether we hold your personal information
• Provide access to your personal information
• Correct or update inaccurate information
• Delete information that we are no longer legally entitled or required to retain
• Stop or restrict certain processing
• Record an objection to processing
• Explain how your information has been used or shared

Requests may be sent to admin@jjvorster.co.za. We may need to verify your identity before processing a request.

10. Complaints

Please contact our Information Officer first if you have a concern about the processing of your personal information.

You may also submit a complaint to the Information Regulator (South Africa):

Telephone: 010 023 5200
Toll-free: 0800 017 160
Email: enquiries@inforegulator.org.za
Website: www.inforegulator.org.za

11. Changes to this notice

We may update this Privacy Notice when our services, systems, service providers or legal obligations change. The latest version and effective date will be published on this website.

12. Contact us

For privacy enquiries or requests, contact:

JJ Vorster
Information Officer
JJ Vorster Financial Services (Attooh)
Email: admin@jjvorster.co.za
Address: 7 Van Enchuizen Street, Vredenburg, Western Cape, South Africa