Effective Date: 2026/05/19

Prioritize Investment (“we”, “us”, “our”) is committed to protecting your privacy and ensuring that your personal information is collected, used, and stored in a lawful, transparent, and secure manner in accordance with the Protection of Personal Information Act (POPIA), Act 4 of 2013.

1. Information We Collect

We may collect the following personal information when you interact with us:

Full name and surname
Identity number or date of birth
Contact details (phone number, email address, physical address)
Employment and financial information (where required for policy applications)
Banking details (for claims payments or policy setup)
Any other information you voluntarily provide

2. How We Collect Information

We collect personal information when you:

Apply for funeral cover or other financial products
Request a quote or consultation
Submit a claim
Contact us via phone, WhatsApp, email, or website forms
Interact with our advisers or representatives

3. How We Use Your Information

Your personal information is used for:

Providing financial advice and insurance-related services
Processing applications for funeral cover and other policies
Submitting and managing claims
Communicating with you about your policy or enquiry
Meeting legal and regulatory requirements
Preventing fraud and ensuring compliance

4. Sharing of Information

We may share your personal information with:

Registered insurance partners and underwriters
Service providers assisting with policy administration or claims
Regulatory authorities, where required by law

We do not sell your personal information to third parties.

5. Data Protection and Security

We take reasonable technical and organisational measures to protect your personal information from:

Loss or theft
Unauthorized access
Disclosure or modification

All data is stored securely and only accessed by authorised personnel.

6. Your Rights Under POPIA

You have the right to:

Access your personal information
Request correction of inaccurate information
Request deletion of personal information (where legally permitted)
Object to the processing of your information
Withdraw consent where applicable

To exercise these rights, contact us using the details below.

7. Retention of Information

We retain personal information only for as long as necessary to:

Fulfil the purpose for which it was collected
Comply with legal and regulatory obligations
Resolve disputes and enforce agreements

8. Cookies and Website Tracking

Our website may use cookies or similar technologies to:

Improve user experience
Analyse website traffic
Understand customer behaviour

You may disable cookies in your browser settings, although this may affect website functionality.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

11. Contact Us

If you have any questions or requests regarding this Privacy Policy or your personal information, please contact us:

Prioritize Investment
Phone: 063 594 3940
Email: Sales@PrioritizeInvestments.co.za
WhatsApp: 063 594 3940