Last updated: August 2026
Safari Investment Advisory respects your privacy and is committed to protecting the personal information entrusted to us.
This Privacy Policy explains how Safari Investment Advisory collects, uses, stores and protects personal information when you visit our website, contact us, submit an enquiry or otherwise interact with us.
We process personal information in accordance with applicable South African data protection legislation, including the Protection of Personal Information Act, 4 of 2013 (POPIA).
1. Information we may collect
We may collect personal information that you provide directly to us, including:
- your name and surname;
- email address;
- telephone number;
- company or organisation;
- country or location;
- information provided through website contact or enquiry forms;
- correspondence and communications with us; and
- information you voluntarily provide in connection with a potential advisory engagement.
We may also collect limited technical information when you use our website, such as your IP address, browser type, device information, referring website, pages visited and information collected through cookies or analytics technologies.
2. How we use your information
Safari Investment Advisory may process personal information to:
- respond to enquiries and requests for information;
- communicate with prospective, existing and former clients;
- assess potential advisory engagements;
- provide our advisory services;
- manage professional and client relationships;
- administer and improve our website;
- understand how visitors use our website;
- maintain the security and integrity of our systems;
- comply with legal, regulatory and professional obligations; and
- protect our legitimate business interests.
We will not use personal information for purposes that are materially different from those for which it was collected unless permitted or required by law.
3. Advisory enquiries and confidential information
Safari Investment Advisory advises on transactions, investments and strategic matters that may be commercially sensitive.
Submitting information through our website does not create an advisor-client relationship, mandate or other professional relationship.
We recommend that you do not submit confidential, commercially sensitive or privileged information through a general website contact form unless specifically requested to do so.
Where an advisory relationship is established, information relating to that engagement may also be governed by the relevant engagement terms, confidentiality arrangements and applicable professional obligations.
4. Sharing personal information
We do not sell personal information.
We may disclose personal information to trusted third-party service providers where reasonably necessary to operate our business and website. These may include providers of website hosting, email, information technology, analytics, security and professional services.
Where appropriate, we require service providers to process personal information securely and only for authorised purposes.
We may also disclose information where required by law, regulation, court order or another lawful authority, or where reasonably necessary to protect our rights or those of another person.
5. International transfers
Some of the service providers or technology platforms we use may process or store information outside South Africa.
Where personal information is transferred across borders, we take reasonable steps to ensure that it is processed in accordance with applicable data protection requirements.
6. Cookies and website analytics
Our website may use cookies and similar technologies to support website functionality, security and analytics.
Cookies are small files stored on your device that can help us understand how visitors interact with the website and improve its performance.
Where required, you may be given the opportunity to manage your cookie preferences. You can also control or disable cookies through your browser settings, although doing so may affect certain website functionality.
Further information about the cookies used on this website may be provided through our cookie notice or consent management tool.
7. How we protect personal information
We take reasonable technical and organisational measures to protect personal information against loss, unauthorised access, interference, misuse, disclosure, alteration or destruction.
When personal information is no longer required, we will delete, destroy or de-identify it where reasonably practicable and appropriate.
8. How long we retain information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, to maintain appropriate business and professional records, or to satisfy legal, regulatory and contractual requirements.
When personal information is no longer required, we will delete, destroy or de-identify it where reasonably practicable and appropriate.
9. Your rights
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, to maintain appropriate business and professional records, or to satisfy legal, regulatory and contractual requirements.
When personal information is no longer required, we will delete, destroy or de-identify it where reasonably practicable and appropriate.
- request confirmation of whether we hold personal information about you;
- request access to your personal information;
- request correction or updating of inaccurate or incomplete information;
- request deletion or destruction of personal information where legally permitted;
- object to certain processing of your personal information;
- withdraw consent where processing is based on consent; and
- lodge a complaint with the Information Regulator of South Africa.
Certain rights may be subject to limitations or exceptions under applicable law.
10. Third-party websites
Our website may contain links to external websites, publications or other third-party resources.
Safari Investment Advisory is not responsible for the privacy practices, security or content of third-party websites. We encourage you to review the privacy policies of external websites before providing personal information to them.
11. Children’s privacy
Our website and advisory services are intended for adults and professional or commercial users. We do not knowingly seek to collect personal information from children through this website.
12. Changes to this Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, business practices, technology or applicable legal requirements.
The date shown at the top of this page indicates when the policy was last updated.
13. Contact us
If you have questions about this Privacy Policy, wish to exercise your rights regarding personal information, or have a privacy-related concern, please contact:
Safari Investment Advisory
Information Officer: Steve Raney
Email: raney@ldh.co.za
Telephone: +27 (83) 2516036
You may also contact the Information Regulator of South Africa if you believe your personal information has been processed in contravention of applicable data protection legislation.