Privacy Policy

This Privacy Policy explains how personal information may be processed when a person uses this website, submits an enquiry, communicates with Ilifa Capital Partners, or later engages with the firm in relation to advisory services.

The policy is intended to support transparent processing under the Protection of Personal Information Act, 4 of 2013 (“POPIA”), read with other applicable South African law.

This policy applies to personal information processed through:

• this website and its contact form;
• direct communications with Ilifa;
• initial enquiries about advisory services;
• website administration, security and analytics; and
• any later advisory relationship, to the extent a separate engagement letter or privacy notice does not apply.

It applies to visitors, prospective clients, clients, representatives of businesses, professional advisers and other persons whose information may be processed in the ordinary course of Ilifa’s activities.

Business name

Ilifa Capital Partners

Email

advisory@ilifacp.com

Telephone

087 149 2382

Physical address

106 Lakefield Ave, Lakefield, Benoni, 1501

Postal address

106 Lakefield Ave, Lakefield, Benoni, 1501

The categories of personal information processed will depend on the interaction and the information voluntarily provided. They may include:

• contact details, such as name, email address and telephone number;
• identity information where required for an engagement, verification or legal obligation;
• business information, such as company, ownership, succession or governance context shared during an enquiry or engagement;
• communications sent to or received from Ilifa;
• website usage information and technical information;
• form submission metadata used for security and anti-spam purposes;
• cookie and analytics information, where such tools are used; and
• information required to administer advisory relationships, subject to the terms of the relevant engagement.

Ilifa does not intend to collect special personal information through the initial website enquiry form. Users should not send highly sensitive information through the form.

In the context of succession, fiduciary, estate, family governance or Islamic succession planning, special personal information may arise if a person voluntarily provides it, if it is necessary for an approved advisory engagement, or if it is required by law. This may include information relating to religious or philosophical beliefs, family circumstances, health, children, financial affairs or other sensitive matters.

Where special personal information is processed, Ilifa will do so only where a lawful basis exists under POPIA and where the processing is appropriate for the specific context.

Personal information may be processed for purposes including:

• responding to enquiries;
• assessing whether Ilifa can assist with a matter;
• providing agreed advisory services;
• communicating with clients, prospective clients and advisers;
• website administration, maintenance and improvement;
• security, fraud prevention and anti-spam controls;
• complying with legal, regulatory, fiduciary or professional obligations;
• recordkeeping and internal administration;
• analytics and service improvement, where appropriate; and
• protecting Ilifa’s rights and legitimate interests.

POPIA requires personal information to be processed lawfully and in a reasonable manner that does not infringe privacy. Depending on the circumstances, processing may be based on consent, the conclusion or performance of a contract, compliance with a legal obligation, protection of a legitimate interest, or Ilifa’s legitimate interests as a responsible party.

Ilifa will process personal information with reference to POPIA’s conditions for lawful processing, including accountability, processing limitation, purpose specification, further processing limitation, information quality, openness, security safeguards and data subject participation.

The website may use necessary cookies or similar technologies to operate securely and reliably. These may support core website functions and anti-spam controls.

Analytics cookies may be used in future to understand website performance and improve content.

Personal information may be shared with third parties only where appropriate for a lawful purpose. Potential categories include:

• website hosting providers;
• email delivery or SMTP providers;
• analytics providers, if approved and configured;
• professional advisers, including legal, accounting, tax or fiduciary advisers;
• technology, security and support providers; and
• regulators or public authorities where required by law.

Ilifa will use reasonable technical and organisational safeguards appropriate to the nature of the information and the risks involved. This may include access controls, secure hosting, controlled email configuration, anti-spam measures, limited logging and internal handling procedures.

This policy does not disclose detailed security controls, as doing so may reduce their effectiveness. No method of electronic transmission or storage is entirely risk-free.

Personal information will be retained only for as long as reasonably necessary for the purpose for which it was collected, for related lawful purposes, or as required by law.

Retention periods may differ for enquiries, client records, fiduciary records, accounting records, legal records and website security logs.

Subject to POPIA and other applicable law, a data subject may have the right to:

• request access to personal information held about them;
• request correction or deletion of inaccurate, excessive or unlawfully processed information;
• object to certain processing;
• request restriction of processing where applicable;
• withdraw consent where processing is based on consent;
• submit a complaint to Ilifa; and
• submit a complaint to the Information Regulator.

These rights are not absolute and may be limited by law, legal privilege, fiduciary obligations, record retention duties, contractual obligations or the rights of other persons.

Requests for access to records may be submitted under the Promotion of Access to Information Act, 2 of 2000 (“PAIA”). PAIA provides a process for requesting records required for the exercise or protection of rights, subject to procedural requirements and lawful grounds of refusal.

Records that may exist include corporate records, website records, communications, client or engagement records, accounting records, tax records and statutory records. Access may be refused where PAIA permits refusal, including where records contain third-party information, privileged information, confidential information, commercially sensitive information or information protected by law.

PAIA Manual Available upon request at advisory@ilifacp.com.

Privacy or PAIA concerns should first be directed to Ilifa using the confirmed privacy or PAIA contact channel once approved. If a concern is not resolved, a complaint may be submitted to the Information Regulator.

General website enquiries may be sent to advisory@ilifacp.com.