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Privacy Policy

Effective Date: 9 April 2025
Last Updated: 9 April 2025

1. Introduction

Vizion Finance (“we”, “our”, or “us”) respects your privacy and is committed to protecting your personal information. This policy outlines how we collect, use, disclose, and protect your information in accordance with the Protection of Personal Information Act (POPIA) of South Africa.

2. What Information We Collect

We may collect and process the following types of personal information:

  • Full names, contact details (email, phone number, address)

  • Identification numbers (ID/passport)

  • Financial information (income, assets, insurance details)

  • Employment information

  • Company registration details (for SMMEs)

  • Communication history

3. How We Collect Your Information

We collect information through:

  • Online quote forms and contact forms on our website

  • Direct communication (email, phone, in-person)

  • Third-party financial service provider platforms (e.g., Old Mutual)

  • Public databases or legal documents (with consent)

4. Purpose of Information Collection

We use your information to:

  • Provide personalized financial services and advice

  • Assess your eligibility for insurance or investment products

  • Process applications, claims, and payments

  • Comply with regulatory obligations

  • Improve our services and user experience

5. Disclosure of Information

We may share your information with:

  • Our financial partners (e.g., Old Mutual and other FSPs)

  • Professional advisors (legal, accounting, etc.)

  • Regulatory bodies if required by law We do not sell or rent your personal information to third parties.

6. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, alteration, or disclosure.

7. Your Rights

Under POPIA, you have the right to:

  • Access and correct your personal information

  • Object to processing under certain circumstances

  • Lodge a complaint with the Information Regulator

8. Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined above or as required by law.

9. Cookies & Website Tracking

Our website may use cookies to improve your browsing experience. You can manage cookie preferences through your browser settings.

10. Contact Us

If you have questions or wish to exercise your rights under this policy, please contact:

Xolani Gambushe
Franchise Principal
📧 xolani@vizionfinance.co.za
📞 074 533 0863
🏢 1 Mutual Place, Rivonia Road, Sandton, 2196

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Copyright © 2025 | All rights reserved. | Vizion Finance is an authorised franchise of Old Mutual. Vizion Finance (Pty) Ltd is a licensed financial services provider and an authorised distributor of insurance and investment products underwritten by Old Mutual.
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