Privacy Policy for Investment Consultation Services

General Investment Disclaimer

Klorenquagroup Investment Consultants respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our investment consultation services.

Professional Investment Advice Notice

We collect information necessary to provide professional investment consultation services and maintain client relationships. The types of information we collect include:

• • Personal identification information including name, address, contact details, and government-issued ID numbers
• • Financial information such as income, assets, investment experience, and risk tolerance assessments
• • Investment preferences, goals, time horizons, and consultation feedback
• • Website usage data, communication records, and consultation session notes

Information Accuracy and Market Conditions

We use your personal information exclusively for providing investment consultation services and maintaining professional client relationships. Specific uses include:

• • Delivering personalized investment advice and portfolio management recommendations
• • Maintaining client records and consultation history for ongoing service provision
• • Communicating about appointments, market updates, and service improvements
• • Complying with financial services regulations and reporting requirements

Limitation of Liability

We implement robust security measures to protect your personal and financial information, including encrypted storage, secure transmission protocols, and restricted access controls. Data is retained only as long as necessary for service provision and regulatory compliance.

External Links and Third-Party Services

Our website uses cookies to enhance user experience and provide personalized service. You can control cookie preferences through your browser settings, though some functionality may be limited without essential cookies.

We use cookies for session management, preference storage, analytics, and security purposes. Third-party cookies may be used for analytics and communication services.

Investment Results and Performance

We may share limited information with trusted third parties who assist in service delivery, including payment processors, compliance services, and technology providers.

We do not sell, trade, or otherwise transfer your personal information to third parties for marketing purposes. All service providers are bound by confidentiality agreements and data protection requirements.

Client Testimonials and Case Studies

Under South African privacy laws, you have specific rights regarding your personal information:

• • Access to your personal information and consultation records
• • Correction of inaccurate or incomplete information
• • Deletion of personal information when no longer required
• • Objection to processing for direct marketing purposes

Intellectual Property and Fair Use

Our investment consultation services are intended for adults only. We do not knowingly collect personal information from individuals under 18 years of age.

Errors and Omissions

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updated policies will be posted on our website with the effective date.

Severability of Terms

For questions about this Privacy Policy or to exercise your privacy rights, please contact us at: