We must explain to you how all seds this mistakens idea off denouncing pleasures and praising pain was born and I will give you a completed accounts off the system and expound the actually teaching of the great explorer ut of the truth, the master builder of human happiness.CONSULTATION
Rock St 12, Newyork City, USA
Week Days: 09.00 to 18.00
We commit to treating your personal information strictly confidential and will take appropriate technical and organizational measures to ensure that your personal information is kept secure and protected against unauthorized or unlawful processing, accidental loss, destruction and damage, alteration, disclosure or access.
We maintain a CRM system that holds information that prospective, current and past clients, and investors provide us. The categories of personal data we may collect include names, residential addresses or other contact details, signature, nationality, place of birth, tax identification number, date of birth, place of birth, copies of identification documents, bank account details, information about assets or net worth, credit history, source of funds details, as well as other sensitive information. We also collect, and store information provided when subscribing to our newsletters, when inquiring for information or subscription details, and as well as any relevant communication between us and investors (e.g. emails, meeting notes, etc.).
We are entitled to process your personal data for the purposes of administering the relationship between you and us (including communications and reporting), direct marketing of our products and services, monitoring and analysing our activities, and complying with applicable legal or regulatory requirements (including anti-money laundering, fraud prevention, tax reporting, sanctions compliance, or responding to requests for information from supervisory authorities with competent jurisdiction over our business). Your personal data will be processed in accordance with Data Protection Law and may be processed with your consent, upon your instruction, or for any of the purposes set out herein, including where we or a third-party consider there to be any other lawful purpose to do so. We also may receive your personal information from third parties or other sources, such as our affiliates, the administrator of the Funds or publicly accessible sources, such as the internet. Where personal data is required to satisfy a statutory obligation (such as compliance with applicable anti-money laundering or sanctions requirements, as well as court orders) or a contractual requirement, failure to provide such information may result in your subscription in the Funds being rejected or forcibly redeemed. Where there is suspicion of unlawful activity, failure to provide personal data may result in the submission of a report to the relevant law enforcement agency or supervisory authority.
We are entitled to record and monitor telephone conversations and electronic communications with you for the purposes of: (i) ascertaining the details of instructions given, the terms on which any transaction was executed or any other relevant circumstances; (ii) ensuring compliance with our regulatory obligations; and/or (iii) detecting and preventing the commission of financial crime. Retention periods and security measures: We will not retain personal data for longer than is necessary in relation to the purpose for which it is collected, subject to Data Protection Law. Personal data will be retained for the duration of your tenor as a client, your investment with us and for a minimum period of five to seven years after a redemption of an investment from the Fund or liquidation of the Funds. We are entitled to retain personal data for a longer period for the purpose of marketing our products and services or compliance with applicable law. From time to time, we will review the purpose for which personal data has been collected and decide whether to retain it or to delete if it no longer serves any purpose to us. To protect your personal information from unauthorized access and use, we apply organizational and technical security measures in accordance with Data Protection Law. These measures include computer safeguards and secured files in buildings. We will notify you of any material personal data breaches affecting you in accordance with the requirements of Data Protection Law.
Because of the international nature of the Alpha Group business, personal data may be transferred to countries outside the EEA (“Third Countries“), such as to jurisdictions where we conduct business or have a service provider, including countries that may not have the same level of data protection as that afforded by the Data Protection Law in the EEA. In such cases, we will process personal data (or procure that it be processed) in the Third Countries in accordance with the requirements of the Data Protection Law, which may include having appropriate contractual undertakings in legal agreements with service providers who process personal data on our behalf in such Third Countries.
You have certain rights under GDPR in relation to our processing of your personal data and these are, generally: (i) the right to request access to your personal data; (ii) the right to request rectification of your personal data; (iii) the right to request erasure of your personal data (the “right to be forgotten”); (iv) the right to restrict our processing or use of personal data; (v) the right to object to our processing or use where we have considered this to be necessary for our legitimate interests (such as in the case of direct marketing activities); (vi) where relevant, the right to request the portability; (vii) where your consent to processing has been obtained, the right to withdraw your consent at any time; and (viii) the right to lodge a complaint with a supervisory authority. You should note that your right to be forgotten that applies in certain circumstances under GDPR is not likely to be available in respect of the personal data we hold, given the purpose for which we collect such data, as described above. You may contact us at any time to limit our sharing of your personal information. If you limit sharing for an account you hold jointly with someone else, your choices will apply to everyone on your account. You should note that US state laws may give you additional rights to limit sharing.
A complaint in respect of the Investment Advisor may be made to the Information Commissioner’s Office in the United Kingdom.
Please contact our Compliance Officer on +27 11 707 1340 or by writing to the following address,
Alphawealth (Pty) Ltd, Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
If you’d like to set up an introductory meeting, please get in touch with us.
+27 11 707 1340
+27 11 706 9711
Ballywoods Office Park,
33 Ballyclare Drive,
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
+27 31 835 0400
+27 31 566 1310
Lincoln on The Lake,
2 The High street,
Umhlanga Ridge, 4319
+23 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,