Privacy Policy

Effective date: 1 January 2026

1. Who we are

Jurelio Financial Consulting (Pty) Ltd ("Jurelio", "we", "us", "our") is a financial advisory firm registered in South Africa under registration number 2018/427915/07, with its registered address at 45 Buitengracht Street, De Waterkant, Cape Town, 8001, South Africa. We are the responsible party for the processing of personal information described in this policy, as defined under POPIA.

For any privacy-related queries, contact our Information Officer at info@jurelio.pro or by phone on +27 21 418 6732.

2. Information we collect

We collect personal information you provide directly to us, as well as information gathered automatically when you use our website at jurelio.pro.

• Contact and identity data — name, email address, telephone number and any information you submit through our contact or consultation request forms.
• Financial context data — where voluntarily shared during a consultation, information relevant to wealth, investment, tax or retirement planning discussions.
• Technical data — IP address, browser type, device information, pages visited and referral source, collected via cookies and similar technologies.
• Newsletter data — your email address, if you subscribe to our newsletter.

3. How we use your information

We process personal information for the following purposes, each grounded in a lawful basis under POPIA (consent, contractual necessity, or legitimate interest):

• To respond to consultation requests and enquiries submitted via our contact form.
• To provide financial advisory services once a client relationship has been established, including compliance with FICA/FAIS obligations.
• To send our newsletter, where you have opted in, with an unsubscribe option in every message.
• To operate, secure and improve our website, including analytics on aggregate usage patterns.
• To meet legal, regulatory and record-keeping obligations applicable to financial services providers in South Africa.

4. Cookies

Our website uses cookies categorised as essential, analytics and marketing. Essential cookies are required for the site to function and cannot be disabled. Analytics and marketing cookies are only set with your consent, given via our cookie banner. Full detail on individual cookies, their purpose and duration is available in our Cookie Policy.

5. Sharing of information

We do not sell personal information. We may share information with:

• Service providers who host our website, process form submissions or support our email communications, bound by confidentiality and data protection obligations.
• Regulatory bodies, auditors or legal advisors, where required by law or professional obligation.
• Third parties in connection with a merger, acquisition or sale of business assets, subject to equivalent privacy protections.

6. Hosting and data storage

Website data is hosted with reputable infrastructure providers that maintain appropriate technical and organisational security measures. Where data is processed or stored outside South Africa, we ensure such transfers meet the conditions for cross-border transfer set out in POPIA, including adequate levels of protection at the recipient location.

7. Retention

We retain personal information only for as long as necessary to fulfil the purposes described in this policy, or as required by applicable financial services, tax and record-keeping legislation, after which it is securely deleted or anonymised.

8. Your rights under POPIA

As a data subject, you have the right to:

• Be notified that your personal information is being collected and for what purpose.
• Access the personal information we hold about you.
• Request correction or deletion of inaccurate, incomplete or unlawfully obtained personal information.
• Object to the processing of your personal information, including for direct marketing purposes.
• Withdraw consent at any time, where processing is based on consent.
• 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@jurelio.pro.

9. Security

We implement reasonable technical and organisational measures to protect personal information against loss, unauthorised access, alteration or disclosure, in line with the security safeguard conditions of POPIA.

10. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The effective date at the top of this page indicates the most recent revision.

11. Contact us

Jurelio Financial Consulting (Pty) Ltd
45 Buitengracht Street, De Waterkant, Cape Town, 8001, South Africa
Phone: +27 21 418 6732
Email: info@jurelio.pro