Privacy Policy

Privacy Policy
Last Updated: 1 May 2025

1. Introduction
We are committed to protecting the privacy of our clients, employees, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Protection of Personal Information Act (POPIA), 2013.

2. Information We Collect
We collect and process personal information to provide professional accounting, tax, payroll, and advisory services. The types of personal information we collect may include:

• Full name, identity number, and contact details (email, phone, address)

• Financial information (bank details, income, expenses, tax records)

• Company registration details and statutory information

• Employment and payroll records (for payroll services)

• Correspondence and other communications

We collect information directly from you or from third parties with your consent (e.g. SARS, CIPC, banks).

3. How We Use Your Information
We use your personal information to:

• Provide accounting, tax, and advisory services

• Process payroll and submit statutory returns

• Communicate with you regarding our services

• Comply with legal and regulatory obligations

• Manage client relationships and internal records

• Enhance our services and website experience

4. Sharing of Information
We may share your personal information with:

• Regulatory authorities (e.g. SARS, CIPC) as required by law

• Our employees, subcontractors, or trusted third parties under confidentiality agreements

• IT and cloud service providers assisting in our operations

• Legal or professional advisors where necessary

We do not sell or rent your personal information to third parties.

5. Data Security
We implement appropriate technical and organizational security measures to protect your personal information from loss, misuse, unauthorized access, disclosure, alteration, or destruction.

6. Retention of Information
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected or to comply with legal, tax, or accounting requirements.

7. Your Rights
You have the right to:

• Access the personal information we hold about you

• Request correction or deletion of inaccurate or unnecessary information

• Object to processing under certain circumstances

• Withdraw consent (where processing is based on consent)

• Lodge a complaint with the Information Regulator (South Africa)

8. Cookies and Website Tracking
Our website may use cookies and similar technologies to enhance your browsing experience and collect usage data. You can manage your cookie preferences through your browser settings.

9. Cross-Border Transfers
If we transfer your personal information outside South Africa, we will ensure that the recipient jurisdiction has adequate data protection laws or that we implement appropriate safeguards.

10. Contact Us
If you have questions or concerns about this Privacy Policy or wish to exercise your rights, please contact:

JC Financial Services

PO Box 201506, Durban North, 4016
+27 84 582 6797
jcfs@jcwealthgroup.com
www.jcfinancialservices.co.za

Information Regulator Contact:
Website: https://www.inforegulator.org.za
Email: enquiries@inforegulator.org.za