Privacy Policy

Information We Collect

We collect various types of information to provide you with our financial analysis services effectively. Understanding what we collect helps you make informed decisions about sharing your data with us.

Personal Information

Financial Data

We collect financial information you upload for analysis purposes, including financial statements, transaction records, and business performance metrics. This data remains encrypted and is processed solely for providing our analytical services.

Technical Information

How We Use Your Information

Your information serves specific purposes related to delivering high-quality financial analysis services. We never use your data for purposes beyond what's necessary for our service delivery.

Service Delivery

Platform Improvement

We analyze usage patterns to enhance our platform's functionality and user experience. This includes identifying which features provide the most value and where we can streamline processes for better efficiency.

Communication

We use your contact information to send essential service communications, including analysis completion notifications, security alerts, and important policy updates. You can control non-essential communications through your account settings.

Data Protection and Security

Protecting your financial data is our top priority. We implement multiple layers of security to ensure your information remains confidential and secure at all times.

Encryption and Storage

Access Controls

We maintain strict access controls ensuring only authorized personnel can access your data. Our team undergoes regular security training, and we implement the principle of least privilege for all data access.

Data Sharing and Third Parties

We limit data sharing to essential service providers and never sell your personal information to third parties. Any sharing is governed by strict contractual obligations to protect your privacy.

Service Providers

Legal Requirements

We may disclose information when legally required, such as responding to valid legal requests from authorities in South Africa or protecting our rights and those of our users. Any such disclosure is limited to what's legally necessary.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We would notify you beforehand and ensure the new entity maintains the same privacy standards.

Your Rights and Choices

You have significant control over your personal information and how we use it. We respect your rights and provide easy ways to exercise them.

Access and Correction

Data Deletion

You can request deletion of your account and associated data at any time. We'll permanently delete your information within 30 days, except where we're legally required to retain certain records for compliance purposes.

Data Portability

You can request your data in a structured, machine-readable format if you want to transfer it to another service provider. This includes your profile information and analysis history.

Data Retention

We retain different types of information for varying periods based on legal requirements and business needs. Our retention practices balance your privacy with our need to provide ongoing services.

Account Information

We keep your account information for as long as your account remains active. After account closure, we retain basic information for 7 years to comply with South African financial record-keeping requirements.

Financial Analysis Data

Automatic Deletion

We've implemented automated systems to delete information according to our retention schedules. You'll receive notifications before any significant data deletion occurs, giving you opportunity to download important information.

International Data Transfers

While our primary operations are based in South Africa, some of our service providers operate globally. We ensure appropriate safeguards are in place for any international data transfers.

Transfer Safeguards

We minimize international transfers and only work with providers who demonstrate strong privacy protections equivalent to South African standards.

Cookies and Tracking

Our platform uses cookies and similar technologies to enhance your experience and ensure proper functionality. You have control over how these technologies are used.

Essential Cookies

These cookies are necessary for our platform to function properly. They enable core features like user authentication, session management, and security protections. These cannot be disabled without affecting platform functionality.

Analytics and Performance

You can manage cookie preferences through your browser settings or our cookie preference center available in your account dashboard.

Children's Privacy

Our financial analysis platform is designed for business use and is not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors.

If we become aware that we've collected information from someone under 18, we'll delete that information immediately. Parents or guardians who believe their child has provided information to us should contact our privacy team immediately.

Policy Updates

We may update this privacy policy periodically to reflect changes in our practices, legal requirements, or service offerings. We're committed to keeping you informed about any changes that affect your privacy.

Notification Process