Privacy policy

LegacySure – Privacy Policy

LegacySure (“we”, “us”, “our”) is committed to protecting your privacy and ensuring that your personal information is collected, used, and stored in a lawful, fair, and transparent manner in accordance with the Protection of Personal Information Act, 2013 (POPIA) of South Africa.

1. Personal Information We Collect

We may collect and process the following personal information:

  • Full names and surname

  • Identity number or passport number

  • Contact details (phone number, email address, physical address)

  • Date of birth and gender

  • Banking details (for premium payments or refunds)

  • Beneficiary and dependent details

  • Policy and contract information

  • Communication records

  • Any other information required to provide funeral or insurance-related services

2. How We Collect Personal Information

Personal information may be collected when you:

  • Apply for a policy or product

  • Communicate with us via phone, email, WhatsApp, or website

  • Submit claim or beneficiary documentation

  • Make premium payments

  • Interact with our digital platforms or marketing materials

3. Purpose of Collecting Personal Information

We collect personal information to:

  • Assess and administer policies

  • Process applications, premiums, and claims

  • Verify identity and prevent fraud

  • Communicate with clients and beneficiaries

  • Comply with legal, regulatory, and contractual obligations

  • Improve our products and services

4. Lawful Processing of Information

LegacySure processes personal information on lawful grounds, including:

  • Client consent

  • Contractual necessity

  • Legal and regulatory compliance

  • Legitimate business interests, where applicable

5. Disclosure of Personal Information

We may share personal information with:

  • Insurers, underwriters, and service providers

  • Regulatory authorities when legally required

  • Payment processors and banking institutions

  • Third parties involved in policy administration or claims handling

All third parties are required to protect personal information in line with POPIA.

6. Protection and Security of Information

LegacySure takes reasonable technical and organisational measures to protect personal information against:

  • Loss, misuse, or unauthorised access

  • Unlawful processing

  • Accidental damage or destruction

Access to personal information is restricted to authorised personnel only.

7. Retention of Personal Information

Personal information is retained only for as long as necessary to:

  • Fulfil the purpose for which it was collected

  • Comply with legal and regulatory requirements

  • Resolve disputes or enforce agreements

8. Your Rights as a Data Subject

You have the right to:

  • Access your personal information

  • Request correction or deletion of inaccurate data

  • Object to the processing of your personal information

  • Withdraw consent (where applicable)

  • Lodge a complaint with the Information Regulator

Requests may be subject to legal limitations.

9. Marketing Communications

LegacySure will only send marketing communications where consent has been provided. You may opt out at any time by contacting us or using the unsubscribe option where available.

10. Cookies and Website Data

Our website may use cookies to enhance user experience and analyse site usage. Cookies do not collect personally identifiable information unless voluntarily provided.

11. Children’s Personal Information

LegacySure does not knowingly collect personal information from minors without consent from a parent or legal guardian.

12. Changes to This Privacy Policy

LegacySure reserves the right to amend this Privacy Policy at any time. Updated versions will be made available through our official communication channels.

13. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:

📞 Contact Number: 060 706 8781
📧 Email: mareketlem@herefordgroup.co.za