CUSTOMER PRIVACY NOTICE

Muslimfin Family Office
(Compliance administered by Fairbairn Consult (Pty) Ltd, FSP 9328)

OUR COMMITMENT TO YOUR PRIVACY

At Muslimfin Family Office, we respect your privacy and are committed to protecting your personal information. Together with Fairbairn Consult (FC), our appointed compliance partner and licensed Financial Services Provider (FSP 9328), we ensure that your personal information is collected, processed, and stored lawfully, properly, and transparently in line with the Protection of Personal Information Act (POPIA).

This Privacy Notice explains how we obtain, use, and share your personal information. It also informs you of your rights and how to exercise them.

WHAT THIS NOTICE COVERS

Who we are

What information we collect and where it comes from

The purposes for which we use your information

Our aim to provide ongoing financial services

To whom we disclose your information

How we safeguard your information

Your rights to access, correction, or deletion of your information

Changes to this Notice

How to contact us

The Information Regulator’s contact details

WHO WE ARE

In this Notice, “Muslimfin Family Office”, “we” or “us” refers to Muslimfin Family Office, with compliance administered by Fairbairn Consult (Pty) Ltd (Licensed FSP No. 9328), a member of the Old Mutual Group and a firm of registered financial advisers.

THE INFORMATION WE COLLECT

We collect and process your personal information mainly to provide you with access to our family office and wealth management services, to improve our offering, and for certain legal and compliance purposes.

The type of personal information we collect depends on the service provided and may include:

Identification details (name, ID/passport number, date of birth)

Contact details (address, phone number, email)

Financial details (banking, income, assets, liabilities)

Beneficiary or dependent details

Transaction history

When you provide us with information about third parties (e.g., spouse, dependents, beneficiaries), you confirm that the information is accurate and that you have the authority or their consent to share it.

We collect information directly from you (through forms, applications, or communications), and we may also collect information via cookies when you use our website. See our Cookie Policy for more details.

PURPOSES FOR WHICH WE USE YOUR INFORMATION

We will use your personal information only for the purposes agreed with you, including:

Providing and managing our services

Maintaining our client relationship

Confirming your identity, address, and banking details

Processing claims, transactions, and service requests

Detecting and preventing fraud, crime, and money laundering

Conducting market or customer satisfaction research

Complying with legal, regulatory, and industry requirements

Fulfilling social responsibility and reporting obligations

Managing legal proceedings

We may also screen information against local and international sanctions lists, and where necessary, share such information with regulators and other Old Mutual Group entities.

ONGOING FINANCIAL SERVICES

As part of our commitment to ongoing service, we may use your information to inform you about additional products, services, or opportunities that may be of interest to you.

You may opt out at any time by contacting us at:
📧 [email protected]

DISCLOSURE OF INFORMATION

We may share your personal information with:

Our service providers, who help deliver our services

Credit reference agencies, fraud prevention bodies, and law enforcement agencies

Other financial institutions or insurers (e.g., to prevent fraud)

Other companies or product providers within the Old Mutual Group

We will only share information when it is necessary, lawful, and subject to confidentiality safeguards.

INFORMATION SECURITY

We take the security of your personal information seriously. Measures include:

Physical security of premises

Network and IT system security

Controlled access to personal data

Encrypted and secure communications

Strict retention and deletion protocols

Ongoing monitoring of access and use

When sharing information with third parties or transferring data outside South Africa, we ensure that equivalent protection is applied.

YOUR RIGHTS

You have the following rights under POPIA:

Access: Request a copy of the personal information we hold about you.
Correction: Ask us to update or correct your information.
Deletion: Request deletion of your personal information where legally permissible.
Objection: Object to processing in certain circumstances.
Automated Decisions: Query automated decision-making that affects you.

To exercise these rights, contact your adviser or email 📧 [email protected].

CHANGES TO THIS NOTICE

We may amend this Privacy Notice from time to time. Updates will be published on our website.

CONTACT US

If you have any questions or concerns about this Privacy Notice or our data practices:
📧 [email protected]
🌐 www.fairbairnconsult.co.za

INFORMATION REGULATOR

If you believe your privacy rights have been infringed, you have the right to lodge a complaint with the Information Regulator:
🌐 http://www.justice.gov.za/inforeg/index.html
📧 [email protected]
📧 [email protected]

Date: September 2025
Version: 1