Roux Capital offers expert investment & retirement planning in Pretoria & Johannesburg, ensuring financial growth, security, and independence with customized strategies tailored to your wealth aspirations.
Copyright 2025 © Roux Capital. All Rights Reserved. Designed by X3Web.
Effective Date: January 2025
Roux Capital is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data in compliance with the Protection of Personal Information Act (POPIA) and other relevant regulations.
“Roux Capital” refers to the financial advisory firm providing financial planning, investment management, and retirement planning services.
“Client” refers to any individual or entity engaging Roux Capital’s services.
“Personal Information” refers to any data that can identify an individual, including but not limited to names, contact details, financial records, and identification numbers.
“Website” refers to www.rouxcapital.co.za or any affiliated domain operated by Roux Capital.
Roux Capital may collect the following types of personal information:
Personal Identification Details: Name, surname, date of birth, identification number, and contact details.
Financial Information: Income details, investment preferences, risk tolerance, and banking details for service transactions.
Professional Information: Employment details and financial objectives.
Website Usage Data: IP address, browser type, cookies, and user interactions on our website.
Directly from Clients: When you provide information during consultations, service applications, or website inquiries.
From Third Parties: Financial institutions, regulatory authorities, and publicly available sources.
Automated Technologies: Through cookies and tracking tools on our website.
Roux Capital collects and processes personal information for the following purposes:
To provide financial planning, investment management, and retirement advisory services tailored to client needs.
To comply with legal and regulatory obligations in financial services.
To communicate with clients regarding investment opportunities, financial updates, and service enhancements.
To ensure fraud prevention, risk management, and security of client data.
To improve our website’s user experience and service offerings.
Roux Capital will not sell, rent, or trade personal information. However, we may share information in the following circumstances:
With Regulatory Authorities: To comply with financial laws and anti-money laundering regulations.
With Third-Party Service Providers: Secure financial institutions or IT service providers that assist in delivering our services.
With Legal Representatives: If required for dispute resolution, contract enforcement, or legal compliance.
With Client Consent: When explicitly authorized for specific financial transactions.
We employ stringent security measures to protect client data, including:
Encrypted storage and transmission of financial data.
Multi-layered access controls to prevent unauthorized access.
Regular security assessments and compliance checks.
Secure physical and digital infrastructure to prevent data breaches.
Clients have the following rights under this policy:
Access: Request a copy of personal data held by Roux Capital.
Correction: Update or amend any incorrect personal details.
Deletion: Request the removal of personal data where legally applicable.
Objection: Decline certain data processing activities such as direct marketing.
Restriction: Limit the processing of personal data under certain conditions.
Portability: Request a structured, machine-readable format of personal data where applicable.
Roux Capital retains client information only for as long as necessary to fulfil legal, regulatory, and contractual obligations. When retention is no longer required, data is securely disposed of.
Our website uses cookies to enhance user experience and collect analytical data. By using our website, you consent to the use of cookies. Clients can manage cookie preferences through their browser settings.
Our website may contain links to third-party websites. Roux Capital is not responsible for the privacy practices of external sites and encourages clients to review third-party privacy policies before sharing personal data.
Roux Capital does not knowingly collect or process information from individuals under the age of 18. If such data is discovered, we will take immediate steps to delete it.
Roux Capital reserves the right to update this Privacy Policy as necessary. Clients will be notified of significant changes via our website or direct communication. Continued use of our services constitutes acceptance of the updated policy.
For inquiries or concerns regarding this Privacy Policy, please contact us:
Roux Capital
Phone: 066 442 5140
Email: info@rouxcapital.co.za / anton@rouxcapital.co.za
Address: No 7 Crested Barbet, Country Lane, Rietvalleirand
By using our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.
Roux Capital offers expert investment & retirement planning in Pretoria & Johannesburg, ensuring financial growth, security, and independence with customized strategies tailored to your wealth aspirations.
Copyright 2025 © Roux Capital. All Rights Reserved. Designed by X3Web.
