Privacy Policy
1. Introduction
Finance Sense (Pty) Ltd ("Finance Sense" "we" "our" , , , "us") is committed to protecting your privacy and ensuring that your personal information is collected and used properly, lawfully, and transparently in accordance with the Protection of Personal Information Act, No. 4 of 2013 ("POPIA"). This policy sets out how we collect, use, disclose, and safeguard your personal information.
2. Scope
This Privacy Policy applies to:
● All clients and prospective clients
● Website visitors and subscribers
● Service providers and third-party contractors
3. What Information We Collect
We may collect and process the following categories of personal information:
● Identity Data: full names, ID/passport numbers
● Contact Data: phone numbers, email addresses, physical addresses
● Financial Data: bank details, income statements, tax numbers, payment information
● Employment Data: employee names, salaries, job titles
● Company Data: registration details, director information, financial records
● Communication Data: emails, phone call records, service queries
● Usage Data: website usage statistics, cookies, analytics
4. How We Collect Your Information
We collect your personal information:
● Directly from you via forms, emails, phone calls, or online contact
● Automatically through our website using cookies and analytics tools
● From third-party sources such as regulatory bodies (e.g., SARS, CIPC) or public databases
5. Purpose for Collecting Information
We use your personal information to:
Provide accounting, tax, and advisory services Perform statutory submissions (e.g., SARS, CIPC, UIF)
Manage our business and client relationships
Process payments and invoices Conduct internal record-keeping and compliance
Send important updates and service notifications
Fulfill contractual and legal obligations
6. Legal Grounds for Processing
We process your personal data based on the following legal grounds:
Consent provided by you
Performance of a contract
Legal obligation
Legitimate interest in managing our services and business
7. Sharing of Personal Information
We may share your personal information with:
Regulatory bodies (e.g., SARS, CIPC)
Professional service providers (e.g., software platforms, payroll service providers)
Subcontractors and consultants working with us under strict confidentiality
Any other third parties with your consent or when legally required
8. Data Security
We implement appropriate technical and organizational measures to protect your personal information against:
Loss or destruction Unauthorized access or disclosure
Modification or misuse
These measures include:
Secure cloud storage and encrypted backups
Password protection and access control
Regular staff confidentiality training
9. Data Retention
We retain your personal information only for as long as necessary:
To fulfill the purposes it was collected for
To comply with legal, accounting, and tax obligations
10. Your Rights
You have the right to: ● ● ● ●
Access and obtain a copy of your personal information
Request corrections or deletions
Object to or restrict processing
Withdraw consent at any time (where consent was the basis of collection)
All requests must be submitted to our Information Officer at hello@financesense.co.za
11. Use of Cookies
Our website may use cookies to improve user experience. You can modify your browser settings to decline cookies if you prefer.
12. Third-Party Websites
This policy does not apply to third-party websites linked on our website. We encourage you to read their privacy policies.
13. Updates to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on our website with the updated effective date.
14. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact: Information Officer: Ruan Scheun
Email: info@financesense.co.za
Website: www.financesense.co.za
