lavernothius.com is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and protect your information when you use our investment consulting services.
Information we collect:
Personal Information: We collect personal information that you provide to us, including your name, email address, phone number, financial information, investment goals, and risk tolerance.
Consultation Information: During consultations, we may collect detailed financial information, investment history, and personal circumstances relevant to providing investment advice.
Website Information: We automatically collect certain information when you visit our website, including your IP address, browser type, pages visited, and time spent on our site.
How we use your information:
Service Delivery: We use your information to provide investment consulting services, prepare analysis reports, and communicate recommendations.
Communication: We may contact you regarding your consultation, follow-up questions, or important updates related to your investments.
Legal Compliance: We may use your information to comply with applicable laws, regulations, and professional standards.
Information sharing: We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
Data security: We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes secure data storage, encryption, and access controls.
Your rights: Under South African data protection laws, you have the right to:
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 as required by South African law.
Contact us: If you have questions about this Privacy Policy or wish to exercise your rights, contact us at info@lavernothius.com or +27 11 234 5678.
This policy is effective as of June 21, 2025.