Privacy Policy
How Elvaris & Co collects, uses, stores and protects your personal information, in accordance with the Protection of Personal Information Act, 2013 (POPIA).
Who we are
This policy is issued by Elvaris Financial Consulting (Pty) Ltd, trading as Elvaris & Co, registration number 2016/384721/07, VAT number 4620183957, with its registered address at 18 Kloof Street, Gardens, Cape Town, 8001, South Africa ("we", "us", "our"). We are the responsible party for the processing of personal information described in this policy, as defined under POPIA.
Our Information Officer, appointed in terms of POPIA, oversees compliance and can be reached at info@elvaris.pro or by post at the registered address above.
Information we collect
We collect personal information that you provide to us directly, and information collected automatically when you use our website.
Full name, email address, telephone number and any information you submit through our contact form or enquiry channels.
Details you voluntarily share during consultations relevant to retirement, wealth and estate planning services.
IP address, browser type, device information and pages visited, collected via cookies and similar technologies.
Your consent choices recorded via our cookie banner, as described in our Cookie Policy.
Why we process your information
Delivering our services
To respond to enquiries, provide financial planning advice and administer any ongoing client relationship.
Legal and regulatory duty
To meet obligations under South African financial services, tax and anti-money-laundering legislation.
Website performance
To operate our site securely and, where consented to, understand how it is used through analytics.
Communication
To send you information you have requested and, with consent, relevant updates about our services.
Legal basis for processing
We process personal information only where at least one of the following applies: you have given consent; processing is necessary to perform a contract with you; processing is required to comply with a legal obligation; or processing is necessary for our legitimate interests, provided these do not override your rights as a data subject under POPIA.
Contact form data
When you submit our contact form, we process the name, email address, telephone number and message content you provide, solely to respond to your enquiry and, where relevant, prepare a proposal for services. This data is retained only for as long as necessary to handle the enquiry and any resulting relationship, and is not used for unrelated marketing without your separate consent.
Cookies and hosting
Our website uses cookies grouped into strictly necessary, analytics and marketing categories, managed through our consent banner. Full detail is available in our Cookie Policy. Our website is hosted with providers who apply appropriate technical and organisational security measures; where hosting infrastructure is located outside South Africa, we ensure equivalent safeguards are in place as required by POPIA before any cross-border transfer of personal information occurs.
Sharing of information
We do not sell personal information. We may share it with service providers who support our operations (such as hosting, email and IT support) under confidentiality obligations, with professional advisors where necessary, and with regulators or authorities where required by law. Any third party processing personal information on our behalf does so only under written instruction and appropriate security safeguards.
Retention
We retain personal information only for as long as necessary to fulfil the purposes described in this policy, or as required by applicable legal, regulatory, accounting or reporting obligations, after which it is securely deleted or anonymised.
Your rights as a data subject
Under POPIA, you have the right to:
Request confirmation of, and access to, the personal information we hold about you.
Request correction of inaccurate, outdated or incomplete personal information.
Request deletion or destruction of personal information no longer authorised to be retained.
Object to processing of your personal information for direct marketing purposes at any time.
Withdraw any consent previously given, without affecting the lawfulness of processing before withdrawal.
Lodge a complaint with the Information Regulator of South Africa if you believe your rights have been infringed.
To exercise any of these rights, contact our Information Officer at info@elvaris.pro or +27 21 447 3982. We will respond within the timeframes prescribed by POPIA.
Security
We implement reasonable technical and organisational measures to protect personal information against loss, unauthorised access, alteration or disclosure, appropriate to the nature of the information and the risks involved.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised effective date.
Contact us
Cape Town, 8001
South Africa
Effective date: 1 January 2026. This policy applies to visitors of elvaris.pro and clients of Elvaris Financial Consulting (Pty) Ltd.