Privacy Policy

Last Revised: January 15, 2026

1. Core Controller & Framework

Apex Wealth Advocates (Pty) Ltd operates under South African company registration 2018/492023/07, with its registered corporate office at Office 402, Sandton Towers, 5th Street, Sandton, Johannesburg, 2196. This Policy details our secure measures to protect Personal Information in accordance with the Protection of Personal Information Act No. 4 of 2013 (POPIA).

2. Scope of Information Protection

This privacy declaration governs all structural components, transaction records, analytical coordinates, and digital metrics collected through user navigation across apexwealth.co.za or within physical consultation files.

3. Categories of Information Collected

• Direct Information: Personal name, organizational details, telephone number, corporate email addresses, and strategic message text submitted voluntarily via digital forms.
• Automated Data: IP coordinate routing, browser signatures, access duration metrics, and cookie parameters.
• Specialized Advisory Information: Investment structures and financial goals shared during discovery meetings.

4. Purpose and Legal Basis to Process Metrics

We process personal metrics strictly in accordance with POPIA provisions. The table below outlines our primary purposes for processing data:

5. Cookie Control & Consent Methods

We leverage advanced Google Consent Mode v2 architectures. Non-essential tracking cookies remain restricted until you grant consent. You can modify these settings at any time using the "Cookie Settings" tool in our footer.

6. Data Shared with Third Parties

We do not rent, trade, or sell client data. To deliver specific wealth management services, we may share information with verified third parties, including:

• Regulated banking partners coordinating fund movements.
• Compliance verification providers under strict confidentiality agreements.
• Public entities or regulators when required by law (such as the FSCA).

7. International Data Routing

For cross-border asset structures, your data may be transferred to secure servers located in international jurisdictions like Switzerland and the United Kingdom. We enforce strict data protection agreements to ensure these transfers comply with POPIA standards.

8. Retention Protocols

We retain personal records copy files only as long as necessary to provide our financial planning services, meet statutory requirements (such as FICA records retention mandates), or address potential claims.

9. Legal Rights of Data Subjects

Under POPIA rules, you have the right to request access to your records, ask for corrections, or object to data processing. To exercise these rights, please contact our Information Officer at [email protected].

If you believe your personal data is being handled improperly, you have the right to file a complaint with the Information Regulator of South Africa:
Email: [email protected]

10. Data Security Guardrails

We employ advanced encryption standards, firewalls, and strict access controls to protect your data. These security measures are audited regularly to keep client records fully secure.

11. Protection of Minors

We do not collect information from individuals under the age of 18 without parental or legal guardian consent. If such data is collected unintentionally, we will delete it immediately.

12. Links to External Sites

Our website packages may contain links to external partners. We are not responsible for the privacy practices of other sites and recommend reviewing their policies directly.

13. Policy Updates

We may update this policy occasionally to reflect changes in regulatory standards. Any updates will be published on this page with an updated revision date.

14. Contact our Privacy Office

Email: [email protected]
Phone: +27 11 883 1902
Address: Office 402, Sandton Towers, 5th Street, Sandton, Johannesburg, 2196, South Africa