Privacy Policy

Please read through the privacy policy before browsing this website. By using this website you consent to our privacy policy. 

Helfin Private Wealth is committed to protecting your privacy and developing technology that provides an exceptional online experience. This privacy policy applies to all Helfin Private Wealth electronic media (which includes our website) and governs data collection, storage and usage. By using Helfin Private Wealth ‘s electronic media you consent to the data practices described in this policy.

1. Collection of personal information

Helfin Private Wealth collects personally identifiable information, such as your identity number, email address, name and surname, home or work address or telephone number. Helfin Private Wealth also collects anonymous demographic information, which is not unique to you, such as your region, postal code, age, gender, preferences, interests and favourites.

There is also information about your computer hardware and software that is automatically collected by Helfin Private Wealth. This information can include your IP address, browser type, domain names, access times and referring web addresses. This information is used by Helfin Private Wealth for the operation of the service, to maintain quality of the service and to provide general statistics regarding use of Helfin Private Wealth electronic media.

2. Use of personal information

To ensure that Helfin Private Wealth meets your needs, we will use your personal information in any way that we think might assist or benefit you. We may therefore combine all the information that we have about you to compile a profile of you to personalise and tailor services to your special needs.

Helfin Private Wealth will also use your personal information in the ordinary course of its business and your engagement with it.
Because Helfin Private Wealth does not want you to miss out on any deals or promotions that we may have or that any third party may offer through us from time to time, we may use your personal information for promotions and marketing. We may send you promotional material or details by electronic means or by post to update you and keep you fully advised of promotions, news, competitions or developments which we think may be of interest to you

Helfin Private Wealth may also use your personal information for service or membership updates and to notify you of new features or changes that may be made to our electronic media.

Your privacy is important to us. We will not sell, rent or provide your personal information to unauthorised entities or to third parties for their independent use without your consent.

We will, however, share your personal information with our subsidiaries and business partners in the course of our normal activities as a member organisation. Should we pass your personal information on to others, we will make them aware of the provisions of this privacy policy. Inform us if you no longer wish us to disclose your information to third parties.

Helfin Private Wealth will disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary, to:
• conform to the edicts of the law and regulation or comply with legal process served on Helfin Private Wealth or our media;
• protect and defend the rights or property of Helfin Private Wealth and;
• act under pressing circumstances to protect the personal safety of Helfin Private Wealth users or of the public.

Personal information held by or disclosed by you to third parties:
If you disclose any personal information to anyone other than Helfin Private Wealth you must be aware that we do not regulate or control how that third party uses your personal information. You should always ensure that you read the privacy policy of any third party.
Helfin Private Wealth is not responsible for any representations or information or warranties or content on any website of any third party (including websites linked to this website). Helfin Private Wealth also does not exercise control over third parties’ privacy policies and you should refer to the privacy policy of any third party to see how such party protects your privacy.

3. Use of cookies

Helfin Private Wealth website uses “cookies” to help personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a time-saving convenience and the purpose of a cookie is to tell the web server that you have returned to a specific page. For example, if you personalise Helfin Private Wealth pages, or register with the Helfin Private Wealth website or other electronic services, a cookie helps Helfin Private Wealth to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses and so on. When you return to the same Helfin Private Wealth website, the information you previously provided can be retrieved, so you can easily use the Helfin Private Wealth features that you customised.

You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of Helfin Private Wealth services or websites you visit.

4. Security of personal information

Helfin Private Wealth values the personal and biometric information that you choose to provide it with and will therefore take reasonable steps to protect such information from loss, misuse or unauthorised alteration. The information we maintain is stored in databases that have built-in safeguards to ensure the privacy and confidentiality thereof.

However, by virtue of its nature, Helfin Private Wealth cannot guarantee the security of any information that you transmit to us online and you do so at your own risk.

5. Changes to this policy

Helfin Private Wealth may occasionally update this Privacy policy to reflect business and member feedback. We encourage you to periodically review this policy to be informed of how Helfin Private Wealth is protecting your information.

6. Client Confidentiality

Helfin Private Wealth is committed to ensuring that the collection, usage, storage and disclosure of clients’ personal information is undertaken with the utmost care to keep the information confidential and to protect a client’s privacy

7. Contact information

Communication relating to this policy may be sent to michael@helfin.co.za