1. Collection of Personal Information

PROCON Insurance Brokers may collect and process personal information that is necessary to provide financial advice, intermediary services, quotations, policy administration, claims support, reviews and related services.

Personal information may include, where relevant, identifying details, contact details, financial information, policy information, employment information and any other information reasonably required for the rendering of financial services.

Information is generally collected directly from the client, but may also be received from product suppliers, administrators, underwriting managers, medical schemes, investment platforms, employers, authorised representatives or other service providers where this is necessary and lawful.

2. Purpose of Processing

Personal information may be processed for purposes including:

• providing financial advice and intermediary services;

• obtaining quotations and placing business with product suppliers;

• administering policies, investments and related financial products;

• assisting with claims, amendments, reviews and service requests;

• complying with legal, regulatory, record-keeping and compliance obligations; and

• communicating with clients in relation to their financial affairs and related matters.

3. Disclosure of Information

Personal information may be disclosed, where necessary and appropriate, to product suppliers, insurers, investment houses, administrators, underwriting managers, medical schemes, compliance officers, IT service providers, professional advisers and other parties involved in the rendering or administration of financial services.

Information will only be shared to the extent reasonably required for a legitimate business, compliance or service purpose, or where disclosure is required by law.

4. Safeguarding of Information

PROCON Insurance Brokers takes reasonable technical and organisational measures to protect personal information against loss, unauthorised access, misuse, disclosure or destruction.

While every reasonable effort is made to safeguard information, no system can guarantee absolute security. Clients are encouraged not to send highly sensitive information through unsecured channels unless necessary.

5. Retention of Information

Personal information will be retained for as long as reasonably necessary to fulfil the purposes for which it was collected, to provide ongoing services, to comply with legal and regulatory obligations, and to protect legitimate business interests.

Certain records may be retained for prescribed periods in accordance with applicable financial services, tax, insurance, anti-money laundering and other legislation.

6. Client Rights

Clients may request access to personal information held by PROCON Insurance Brokers, request correction of inaccurate information, or raise concerns regarding the processing of personal information, subject to applicable law.

Where a client believes that personal information has been processed unlawfully or in a manner inconsistent with POPIA, the client may raise the matter with PROCON Insurance Brokers and, where appropriate, with the Information Regulator.

7. Contact 

Questions regarding this Privacy Notice or the processing of personal information may be directed to:

Pietie Höll
PROCON Insurance Brokers
Email: procon@lantic.net
Phone: 012 3320853