Privacy Policy and POPIA Compliance Statement

1. Introduction

Bethanie Management Consulting CC (“Bethanie”, “we”, “our”, or “us”) respects your privacy and is committed to protecting personal information entrusted to us.

This Privacy Policy explains how personal information is collected, used, stored, and protected when you interact with our website or engage our services.

Our firm processes personal information in accordance with the Protection of Personal Information Act, 2013 (POPIA) and other applicable legislation governing privacy and confidentiality.

By using this website or providing information to us, you acknowledge that your personal information may be processed in accordance with this policy.

2. Information We Collect

In the course of providing accounting, taxation, financial management, and business advisory services, we may collect and process the following categories of personal information.

Personal identification information

• name and surname
• contact details including email address and telephone number
• identity or passport number where required for regulatory compliance.

Business and professional information

• company name and registration details
• employment or professional role
• financial and accounting information necessary to deliver our services.

Website information

When you visit our website, certain technical information may be collected automatically, including:

• IP address
• browser type
• device information
• pages visited
• general website usage data.

3. How Information Is Collected

Personal information may be collected through several channels, including:

• enquiries submitted through our website
• email correspondence
• telephone communications
• engagement agreements and onboarding documentation
• documentation provided for accounting or tax services
• regulatory submissions.

We collect only the information necessary to perform our professional services or respond to enquiries.

4. Purpose of Processing Personal Information

Personal information is processed for legitimate business purposes including:

• providing accounting, tax, and advisory services
• preparing financial statements and reports
• responding to enquiries and service requests
• client onboarding and administration
• complying with legal and regulatory obligations
• maintaining client relationships
• improving our services and website functionality.

5. Legal Basis for Processing

Personal information will only be processed where one or more of the following conditions apply:

• the data subject has provided consent
• processing is necessary for the performance of a contract
• processing is required by law
• processing serves legitimate business interests consistent with professional services.

6. Disclosure of Personal Information

Bethanie Management Consulting CC does not sell personal information.

Information may be disclosed to third parties where necessary for legitimate purposes, including:

• regulatory authorities such as SARS or CIPC
• professional advisers and consultants
• technology service providers supporting our operations
• government authorities where disclosure is required by law.

All third parties are required to maintain appropriate confidentiality and data protection standards.

7. Confidentiality of Client Information

As a professional accounting and advisory firm, we recognise that clients may provide sensitive financial and commercial information.

We maintain strict confidentiality practices consistent with professional standards applicable to accounting and advisory services.

Personal and financial information is accessed only by authorised personnel and used solely for legitimate professional purposes.

8. Security Safeguards

Bethanie Management Consulting CC implements appropriate technical and organisational measures to safeguard personal information against:

• unauthorised access
• misuse or disclosure
• loss or destruction
• alteration or damage.

These measures may include secure systems, restricted access controls, and confidentiality obligations for employees and service providers.

9. Retention of Personal Information

Personal information will be retained only for as long as necessary to fulfil the purpose for which it was collected or to comply with legal and regulatory requirements.

Certain accounting and tax records may need to be retained for periods prescribed by legislation.

10. Your Rights Under POPIA

In accordance with POPIA, you have the right to:

• request access to personal information held about you
• request correction or deletion of inaccurate information
• object to certain forms of processing
• withdraw consent where processing is based on consent
• lodge a complaint with the Information Regulator of South Africa.

Requests relating to personal information should be directed to the Information Officer.

11. Links to Other Websites

Our website may contain links to external websites.

Bethanie Management Consulting CC does not control these websites and is not responsible for their privacy practices.

12. Updates to This Policy

This Privacy Policy may be updated periodically to reflect legal, regulatory, or operational changes.

The most current version will always be available on our website.