An authorised Financial Services Provider

Privacy Policy

Contact Details 

Name: JMFS
Address: 17 Joubert street, Montagu 6720
Phone Number: 023 614 1074/ 023 347 6483

The type of personal information we collect

We currently collect and process the following information:
• Personal information such as full names, id numbers, income, banking details,
qualifications, smoking status, marital status, occupation and all relevant financial
information, contact detail, addresses as well as medical information.

How we get the personal information and why we have it

Most of the personal information we process is provided to us directly by you for one
of the following reasons:
• To assist you to meet a financial need such as estate planning, retirement
planning, investments, short term insurance needs or medical aid cover.
We also receive personal information indirectly, from the following sources in the
following scenarios:
• Existing policies service providers.
We use the information that you have given us in order to provide you with financial
solutions that you may request from us.
We may share this information with the relevant service providers in order to get
quotes, to buy and service new policies and assist you with queries on existing
Under the General Data Protection Regulation (GDPR), the lawful bases we rely on
for processing this information are:
(a) Your consent. You are able to remove your consent at any time. You can do
this by sending an e-mail to

Date: 29/06/2021

(b) We have a contractual obligation.
(c) We have a legal obligation.
(d) We have a vital interest.
(e) We have a legitimate interest.

How we store your personal information

Your information is securely stored. We keep all your relevant information for 5 years after you have ended your
relationship with us. We will then dispose your information by deleting all your data
from our records.

Your data protection rights

Under data protection law, you have rights including:
Your right of access – You have the right to ask us for copies of your personal
Your right to rectification – You have the right to ask us to rectify personal
information you think is inaccurate. You also have the right to ask us to complete
information you think is incomplete.
Your right to erasure – You have the right to ask us to erase your personal
information in certain circumstances.
Your right to restriction of processing – You have the right to ask us to restrict the
processing of your personal information in certain circumstances.
Your right to object to processing – You have the the right to object to the
processing of your personal information in certain circumstances.
Your right to data portability – You have the right to ask that we transfer the
personal information you gave us to another organisation, or to you, in certain
You are not required to pay any charge for exercising your rights. If you make a
request, we have one month to respond to you.
Please contact us at if you wish to make a request.

Date: 29/06/2021


How to complain

If you have any concerns about our use of your personal information, you can make
a complaint to us at
You can also complain to the ICO if you are unhappy with how we have used your
The ICO’s address:
Mr JG Marais
17 Joubertstreet