Notice to clients

This notice outlines how Tranquille Intermediary Services collects, processes, uses, and protects your personal information, in compliance with the Protection of Personal Information Act, Act 4 of 2013 (“POPIA”).

Our commitment to protecting your personal information

At Tranquille Intermediary Services, we understand the importance of safeguarding the personal information entrusted to us. Protecting this information is critical for maintaining trust, complying with our legal obligations, and ensuring a high standard of service. We are committed to handling your personal information transparently and responsibly.

What is personal information?

Personal Information refers to any information relating to an identifiable, living individual or, where applicable, an identifiable entity. This may include, but is not limited to:

• Identity details such as name, contact information, and identification numbers.
• Demographic information including gender, marital status, and nationality.
• Employment, educational, or financial records.
• Biometric data.
• Correspondence or opinions that are private or confidential in nature.
• Information obtained from publicly available sources or authorised third parties.

Why we collect and process personal information

Tranquille Intermediary Services operates as an authorised financial services provider and collects personal information to deliver professional intermediary services. These services may include:

• Facilitating insurance products and services.
• Communicating with clients regarding policy updates or renewals.
• Maintaining accurate client records in compliance with regulatory requirements.
• Assisting with claims or queries related to financial products.

If you choose not to provide the required personal information or later withdraw consent, it may limit our ability to provide the services you have requested.

How we collect personal information

We collect personal information directly from you when you engage with our services or from authorised representatives acting on your behalf. Additionally, we may obtain information from publicly accessible sources, such as websites or email signatures, where necessary.

Disclosure of personal information

Your personal information will only be shared:

• With your consent.
• To comply with legal or regulatory requirements.
• With third-party service providers directly involved in delivering our services (e.g., insurers or brokers), provided they adhere to the same standards of confidentiality and protection.
• In situations where it is required to finalise transactions or comply with legal proceedings.

We will not sell or disclose your personal information to unauthorised third parties.

Security of personal information

We implement robust security measures, including physical, electronic, and procedural safeguards, to protect your personal information against unauthorised access, loss, or misuse. Our employees are trained to handle personal information responsibly, and we regularly review our security policies to maintain high standards of protection.

Where third parties assist in providing services on our behalf, we ensure they uphold the same level of data protection as required under POPIA.

Accessing and updating your information

You have the right to request access to the personal information we hold about you. To make such a request, please contact us at contact@tranquille.co.za.

If any of your personal information is incorrect or outdated, please inform us so that we can update our records promptly.

Enquiries and complaints

We value your feedback. For any questions, concerns, or complaints about the way we handle your personal information, please contact us at contact@tranquille.co.za.

By engaging with our services, you acknowledge that you have read and understood this notice and agree to the collection, processing, and sharing of your personal information as outlined.