Privacy Policy

CRX WEALTH MANAGEMENT (PTY) LTD
Registration Number: 2021/011060/07
FSCA Licence No: 52278

  1. INTRODUCTION

CRX Wealth Management (Pty) Ltd (“CRX Wealth”, “we”, “us”, or “our”) is committed to protecting your privacy and ensuring that your personal information is collected and used properly, lawfully, and transparently.

This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Protection of Personal Information Act, 2013 (POPIA) and other applicable laws.

By using our website www.crxwealth.co.za, you agree to the terms of this Privacy Policy.

  1. COMPANY DETAILS

CRX Wealth Management (Pty) Ltd
Registration Number: 2021/011060/07
FSCA Licence Number: 52278

Registered Address:
514 Bridgefield Estate
Leander Road
Pretoria
Gauteng
0043
South Africa

Email: info@crxwealth.co.za

  1. WHAT PERSONAL INFORMATION WE COLLECT

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

3.1 Information You Provide Directly

  • Full name and surname
  • Identity number / passport number
  • Contact details (email, phone number)
  • Residential and postal address
  • Financial and investment information
  • Employment and income details

3.2 Information Collected Automatically

  • IP address
  • Browser type and device information
  • Website usage data (cookies and analytics)

3.3 Special Personal Information (if applicable)

Where required for financial or regulatory purposes:

  • Financial history
  • Risk profile and investment preferences
  1. PURPOSE OF PROCESSING PERSONAL INFORMATION

We collect and process your personal information for the following purposes:

  • To provide financial advisory and wealth management services
  • To comply with regulatory requirements (including FSCA obligations)
  • To perform identity verification and FICA compliance
  • To communicate with you regarding services or enquiries
  • To improve our website and service offering
  • To send relevant marketing communications (with consent where required)
  1. LEGAL BASIS FOR PROCESSING

We process your personal information in accordance with POPIA based on:

  • Your consent
  • Contractual necessity
  • Legal and regulatory obligations
  • Legitimate business interests
  1. SHARING OF PERSONAL INFORMATION

We may share your information with:

  • Regulatory bodies (e.g., FSCA, SARS, FIC)
  • Financial institutions and product providers
  • Third-party service providers (e.g., IT, hosting, analytics)
  • Compliance and auditing partners

All third parties are required to protect your information and process it lawfully.

We do not sell your personal information.

  1. DATA SECURITY

We take appropriate technical and organisational measures to protect your personal information against:

  • Unauthorised access
  • Loss or misuse
  • Alteration or destruction

These measures include:

  • Secure servers and encryption
  • Access controls
  • Regular system monitoring
  1. DATA RETENTION

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

  • Fulfil the purpose for which it was collected
  • Comply with legal and regulatory requirements

Financial records may be retained in accordance with applicable laws (e.g., FICA, FAIS).

  1. YOUR RIGHTS

Under POPIA, you have the right to:

  • Access your personal information
  • Request correction or deletion
  • Object to processing
  • Withdraw consent (where applicable)
  • Lodge a complaint with the Information Regulator

To exercise your rights, contact: info@crxwealth.co.za

  1. COOKIES AND WEBSITE TRACKING

Our website may use cookies to:

  • Enhance user experience
  • Analyse website traffic
  • Improve functionality

You may disable cookies in your browser settings, although this may affect site performance.

  1. THIRD-PARTY LINKS

Our website may contain links to external websites.
We are not responsible for the privacy practices of those websites.

  1. CROSS-BORDER DATA TRANSFERS

Where necessary, your personal information may be transferred outside South Africa.
We ensure that such transfers comply with POPIA and that adequate safeguards are in place.

  1. UPDATES TO THIS POLICY

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

  1. CONTACT DETAILS

If you have any questions regarding this Privacy Policy or how your data is handled, please contact:

CRX Wealth Management (Pty) Ltd
Email: info@crxwealth.co.za

  1. INFORMATION REGULATOR

You have the right to lodge a complaint with:

The Information Regulator (South Africa)
Website: https://www.justice.gov.za/inforeg/
Email: inforeg@justice.gov.za

Effective Date: 08 April 2026