Privacy Policy
Last Updated: March 2026
At The Savvy Investor, we value your privacy and are committed to protecting your personal information in accordance with the Protection of Personal Information Act (POPIA) of South Africa. This policy explains how we collect, use, and protect the data of our investors and partners.
1. Information We Collect
As an investment advisory, we collect more than just contact details. We collect information necessary to provide professional strategy and deal analysis, including:
Identity Data: Name, ID/Passport number, and proof of residence (required for FICA compliance during deal structuring).
Contact Data: Email address, phone number, and physical address.
Investment Profile Data: Your current portfolio size, asset class preferences, risk tolerance, and financial goals.
Financial Data: In the context of deal analysis or partnership structuring, we may process high-level financial standing or funding capacity.
Technical Data: IP address, browser type, and usage patterns on our website.
2. How We Use Your Information
We use your data to:
Provide structured property consulting and objective deal analysis.
Facilitate strategic partnerships by connecting like-minded investors (only with explicit consent).
Comply with legal and regulatory obligations, including FICA anti-money laundering requirements.
Send you relevant property deal alerts, market insights, and service updates.
3. Disclosure of Your Personal Information
We do not sell your data. However, to make "Property Deals Happen," we may share your information with:
Potential Investment Partners: Only when you have expressed interest in "partnering up" on a specific deal.
Professional Service Providers: Conveyancing attorneys, bond originators, or property valuers involved in your transaction.
Regulatory Bodies: When required by South African law.
Data Operators: Our website host (Systeme.io) and email marketing tools, which may store data on secure international servers.
4. Cross-Border Data Transfer
By using our website, you acknowledge that your data may be processed on servers located outside of South Africa (e.g., via Systeme.io). We ensure that these service providers maintain security standards equivalent to POPIA and GDPR.
5. Data Security
We implement industry-standard security measures to prevent your personal information from being lost, used, or accessed in an unauthorized way. In the event of a data breach, we will notify you and the Information Regulator as required by law.
6. Your Legal Rights (POPIA)
Under POPIA, you have the right to:
Access: Request a copy of the personal data we hold about you.
Correct: Request that we update or fix inaccurate information.
Object/Delete: Request that we stop processing or delete your data (subject to legal retention requirements).
Unsubscribe: Opt-out of any marketing communications at any time using the "Unsubscribe" link in our emails.
7. Information Officer
For any questions regarding this policy or your data, please contact our Information Officer at:
Email: [Your Professional Email Address]
Website: www.thesavvyinvestor.co.za
