Who we are

Legacy Invest (Legacy Memoriam Investments 1 Limited, Reg. 2010/005372/06) is a registered and authorised Financial Services Provider in South Africa. Our head office is at 12 Louw Wepener Street, Dan Pienaar, Bloemfontein, 9300.

What information we collect

• Contact details you provide (name, email, phone, branch of interest).
• Information you share in enquiry messages or during advisory conversations.
• Details required to provide financial services, in line with FSCA and FICA obligations.
• Basic technical information (such as browser type) when you visit our website.

How we use your information

• To respond to your enquiry and provide the services you request.
• To provide ongoing financial advice, product recommendations and administration.
• To comply with our regulatory and record-keeping obligations.
• To communicate important updates about your account or the services you use.

Lawful basis and consent

We process your personal information on the basis of your consent, the performance of a contract with you, our legitimate interests as a financial services provider, and our legal obligations. Where consent is required, you may withdraw it at any time by contacting us.

How we store and protect your information

We apply reasonable technical and organisational measures to protect your personal information against loss, unauthorised access and misuse. Records are retained only for as long as required by law or legitimate business purpose.

Your rights under POPIA

• Access the personal information we hold about you.
• Request correction or deletion of your information where appropriate.
• Object to processing or withdraw consent where processing is based on consent.
• Lodge a complaint with the Information Regulator of South Africa.

Contacting us about your data

To exercise any of your rights, or to ask a question about this policy, contact us at info@legacyinv.co.za or 0861 000 020, or write to us at 12 Louw Wepener Street, Dan Pienaar, Bloemfontein, 9300.