Privacy Policy

1. Introduction

Empire Wealth Management respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store and protect your information when you use our website and services, in compliance with the Protection of Personal Information Act, 2013 (POPIA) of South Africa.

2. What personal information we collect

We may collect the following personal information from you:

• Your full name and surname
• Email address
• Telephone or WhatsApp number
• Age group and income bracket (for financial health checks)
• Health status (where relevant to insurance advice)
• Any additional information you voluntarily submit through our website forms

3. Why we collect it

We collect your personal information solely for the purpose of providing you with financial advice, arranging appointments, and delivering the financial services you have requested. This includes understanding your financial needs so that we can offer suitable guidance and product recommendations.

4. How we use your information

Your information is used to contact you regarding financial advice, schedule appointments, respond to enquiries, and provide the requested services. We may also use your contact details to send you important updates about your policies or changes in legislation that may affect your financial plan.

5. How we protect your information

We implement reasonable security measures to protect your personal information from unauthorised access, loss, misuse or alteration. Information is stored securely and access is restricted to authorised personnel only.

6. Sharing of information

Empire Wealth Management does not sell your personal information to third parties. Your information may only be shared with authorised service providers where necessary to provide the financial services you have requested — for example, insurers or product providers required to issue a policy. Any third party we share information with is contractually bound to maintain confidentiality and comply with POPIA.

7. Your rights

Under POPIA, you have the right to request access to, correction of, or deletion of your personal information where legally applicable. You may also withdraw your consent for marketing communications at any time by contacting us using the details below.

8. Cookies and analytics

Our website may use cookies and analytics tools to improve website performance, understand visitor behaviour and enhance your browsing experience. You can control cookie settings through your browser preferences.

9. Contact us

10. Disclaimer

Empire Wealth Management is an authorised franchise of Old Mutual, FSP 703.