Privacy Policy
Your Privacy Matters
At Clorimexgroup, we are committed to protecting your personal information and financial data. This Privacy Policy explains how we collect, use, protect, and share information when you use our investment consulting services. We adhere to South African privacy laws and international best practices for data protection.
Last Updated: May 25, 2025
Information We Collect
We collect various types of information to provide effective investment consulting services:
- • Personal identification information including name, address, phone number, and email for client communication and service delivery
- • Financial information such as income, assets, investment goals, and risk tolerance to develop appropriate investment strategies
- • Website usage data including pages visited, time spent, and interaction patterns to improve our online services
- • Communication records including emails, phone calls, and meeting notes to maintain service quality and compliance
How We Use Your Information
Your information is used exclusively for legitimate business purposes:
- • Providing personalized investment advice and portfolio management services tailored to your financial situation
- • Communicating important updates about your investments, market conditions, and our services
- • Improving our consulting services and developing new investment products that meet client needs
- • Complying with legal and regulatory requirements including financial services reporting obligations
How We Protect Your Information
We implement robust security measures including encrypted data storage, secure communication channels, restricted access controls, and regular security audits. Our team receives ongoing training on data protection best practices, and we maintain cyber security insurance to protect against potential breaches.
Information Sharing
We may share your information only in specific circumstances:
- • With trusted service providers who assist in delivering our investment services, subject to strict confidentiality agreements
- • When required by law, regulation, or court order, including compliance with financial services reporting requirements
- • With your explicit consent for specific purposes such as introducing you to specialized investment opportunities
Cookies and Tracking
We use cookies to enhance your website experience and provide personalized content. For detailed information about our cookie practices, please review our separate Cookie Policy.
Read our complete Cookie Policy cookie-policy.html
Your Privacy Rights
You have several rights regarding your personal information:
- • Access to view what personal information we hold about you and how it's being used
- • Correction of any inaccurate or incomplete information in your client records
- • Deletion of your personal information, subject to legal and regulatory retention requirements
- • Portability to receive your information in a structured format for transfer to another service provider
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for seven years after the end of our professional relationship, in accordance with South African financial services regulations.
Children's Privacy
Our investment consulting services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we become aware of such information, we will take steps to delete it promptly.
Policy Changes
We may update this Privacy Policy to reflect changes in our practices, services, or legal requirements. We will notify you of significant changes through email or prominent website notices before they take effect.
Contact Us
For questions about this Privacy Policy or to exercise your privacy rights, contact us: