Privacy Policy

Effective Date: 28 October 2025
Last Updated: 28 October 2025

1. Introduction

Plutus Wealth Managers (Pty) Ltd (“we”, “us”, “our”, or “the Company”) is committed to protecting your privacy and personal information in accordance with the Protection of Personal Information Act, 2013 (POPIA) and other applicable South African laws.

This Privacy Policy explains how we collect, use, store, share, and protect your personal information when you use our website, services, or interact with us in any capacity.

Company Details:

  • Name: Plutus Wealth Managers (Pty) Ltd
  • Registration Number: 2020/903871/08
  • Physical Address: 15 10th street Parkhurst
  • Email: info@rocketlaunchfinance.com
  • Information Officer: Henry Cock (Henry@rocketlaunchfinance.com)

2. Definitions

For purposes of this Privacy Policy:

  • “Personal Information” means information relating to an identifiable, living, natural person, and where applicable, an identifiable, existing juristic person, as defined in POPIA.
  • “Processing” means any operation or activity concerning personal information, including collection, storage, use, and disclosure.
  • “Data Subject” means the person to whom personal information relates.
  • “Special Personal Information” means sensitive personal information as defined in section 26 of POPIA.

3. Lawful basis for processing

We process your personal information lawfully based on one or more of the following grounds:

  1. Consent: You have given explicit consent for processing your personal information
  2. Contractual Obligation: Processing is necessary for the performance of a contract to which you are a party
  3. Legal Obligation: We are required by law to process your information
  4. Legitimate Interest: Processing is necessary for our legitimate business interests
  5. Legal Proceedings: Processing is necessary for establishing, exercising, or defending a right or obligation in law

4. Personal Information we collect

4.1 Information You Provide Directly

We may collect the following personal information when you use our services:

  • Identity Information: Full name, ID number, date of birth, nationality, gender
  • Contact Information: Email address, physical address, telephone numbers
  • Financial Information: Bank account details, income information, investment portfolios, tax information, financial statements, credit history
  • Employment Information: Employer details, occupation, employment history
  • Transactional Information: Details of financial transactions, investment decisions, account activity
  • Verification Documents: Copies of ID documents, proof of address, FICA documentation
  • Professional Information: Investment experience, risk profile, financial goals
4.2 Information Collected Automatically

When you visit our website, we may automatically collect:

  • Technical Data: IP address, browser type, operating system, device information
  • Usage Data: Pages visited, time spent on pages, click patterns, referring URLs
  • Cookies and Tracking Technologies: Session identifiers, analytics data (see Cookie Policy)
4.3 Special Personal Information

With your explicit consent, we may process special personal information including:

  • Health information (relevant for insurance-related products)
  • Religious beliefs (for ethical investment preferences)
  • Criminal history (as required by FICA regulations)

5. How we use your personal information

We process your personal information for the following purposes:

5.1 Primary Purposes
  • Providing wealth management and financial advisory services
  • Opening and managing investment accounts
  • Processing transactions and instructions
  • Conducting financial needs analyses and risk profiling
  • Portfolio management and investment recommendations
  • Financial planning and retirement planning services
5.2 Compliance and Legal Obligations
  • Complying with the Financial Intelligence Centre Act (FICA)
  • Fulfilling Know Your Client (KYC) and Customer Due Diligence (CDD) requirements
  • Preventing money laundering and terrorist financing
  • Complying with tax legislation (including SARS reporting)
  • Meeting regulatory requirements of the Financial Sector Conduct Authority (FSCA)
  • Responding to legal processes and government requests
5.3 Business Operations
  • Communicating with you about our services
  • Sending account statements and reports
  • Providing customer support
  • Improving our services