PRIVACY POLICY AND POPIA COMPLIANCE STATEMENT
Bethanie Management Consulting CC
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.