PRIVACY POLICY

The Second Party agree that:
3.1) they will not disclose (in writing or verbally) information regarding your personal
or financial matters. This includes but is is not limited to: financial affairs, contractual rights
and obligations, potential and actual relations with customers, suppliers and staff,
biographical information, Medical information, business systems, projections, strategies and
budgets, intellectual property, and other necessary information (“Any confidential
information as described by the POPI Act”);
3.2) they acknowledge that the confidential information is a valuable asset and the property of the first party. There shall be no unauthorised disclosure or use of it except in accordance
with this agreement;
3.3) they will disclose confidential information only to each other, solely to pursue the programme of financial planning, without disclosing it to third parties.
3.4) if confidential information is disclosed the second party shall bind themselves to this
agreement;
3.5) if the second party is required by law to disclose the confidential information, it must
immediately notify the other Party in writing of this and will make only such disclosure as is
strictly necessary;
3.6) on written demand and/or upon the lapse of this agreement a Party must return to the
other party the confidential information within 24 (twenty-four) hours from receipt of the
demand or from the lapse of this agreement. If the confidential information is in an
electronic format then the second Party must destroy or expunge such records in such a
manner as is reasonably necessary to maintain its confidentiality;
3.7) the Parties will not rely on warranties, representations or undertakings made by either of
them unless recorded in writing and signed by the Parties;3.8 the Parties’ rights and obligations in terms of this agreement may be enforced in terms of any remedies available in law, including by interdict or mandatory order of a court of competent jurisdiction.