Choose Your Plan

Affordable Financial Stability for Your Peace of Mind

Basic

Package

R1200

Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Standard

Package

R2800

3 Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Premium

Package

R5000

Year

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

POPIA-COMPLIANT PRIVACY POLICY

Privacy Policy

This Privacy Policy explains how Talipoint (Pty) Ltd t/a Assimilator (“Assimilator”, “we”, “us”, “our”) collects, uses, shares and protects personal information when you visit our website, use our services, download our resources or otherwise interact with us.

We are committed to protecting your privacy and handling your personal information in a lawful, transparent and secure manner. We process personal information in accordance with applicable South African law, including the Protection of Personal Information Act 4 of 2013 (POPIA), and any other relevant data protection laws.

By using this website or providing us with your personal information, you acknowledge that you have read and understood this Privacy Policy.

Who we are:

Responsible Party:

Talipoint (Pty) Ltd t/a Assimilator
(“Assimilator”)
[Developer: insert registered physical address and/or principal place of business]
Email: [Developer: insert central privacy/contact email, e.g. [email protected]]
Telephone:

For purposes of POPIA, Assimilator is the Responsible Party in relation to the personal information processed through this website and in the course of providing our services.

Scope of this Privacy Policy:

Visitors to our website and landing pages.
Individuals who contact us via email, webforms, telephone or social media.
Representatives, owners, directors and employees of our clients, prospects, suppliers and business partners.
Individuals who access or download our tools, resources, lead magnets or subscribe to our communications.

This Privacy Policy does not override any specific contractual terms agreed with clients. In the event of conflict, the relevant contract will prevail to the extent permitted by law.

Definitions

“Personal information” means information relating to an identifiable, living natural person, and where applicable, an identifiable existing juristic person, as defined in POPIA.
“Special personal information” includes information relating to children, religious or philosophical beliefs, race or ethnic origin, health, biometric information, or criminal behaviour, as defined in POPIA.
“Process” or “processing” means any operation or activity concerning personal information, including collection, storage, use, disclosure, modification, destruction or deletion.
“You” / “your” refers to any person whose personal information we process.

Categories of personal information we collect

The personal information we collect depends on how you interact with us and may include:

Website visitors and form submissions

Name and surname.
Business name
Job title or role.
Email address.
Contact number.
Industry or service area of interest.
Information you choose to include in enquiry forms or messages.

Clients, prospects, partners and suppliers

Contact details of key representatives.
Billing and invoicing information.
Contract details and related correspondence.
Information about systems, workflows and processes used in your business to the extent required to provide our services.

Technical and usage data

IP address and approximate location.
Browser type and version.
Device type.
Pages viewed and time spent on the site.
Referral source.
Interactions with forms, resources and email campaigns.

We generally do not intentionally collect special personal information through the website. If such information is provided to us, we will handle it in line with POPIA and only where necessary for a lawful purpose.

How we collect personal information

We collect personal information in the following ways:

Directly from you: when you complete a contact form, sign up for a resource or mailing list, book a consultation, send us an email, or speak to us by phone or in meetings.
Automatically: through cookies and similar technologies when you browse our website.
From third parties: such as business partners, publicly available sources (e.g. company registries, LinkedIn) and referrals.

How we collect personal information

To respond to enquiries and provide information about our services.

To assess fit and prepare proposals, scopes of work or engagement terms.

To perform our obligations in terms of contracts with clients and suppliers.

To design, configure and support automation, integration and workflow solutions.

To manage our relationship with clients, prospects, partners and suppliers.

To send relevant resources, updates, invitations and marketing communications (where permitted by law and your preferences).

To manage, maintain and improve our website, content and user experience.

To monitor and analyse website usage, campaign performance and business performance.

To comply with legal and regulatory obligations and respond to lawful requests.

To protect our rights, property, operations and those of our clients, staff and partners.

For internal governance, risk management, reporting and record-keeping.

Legal basis for processing

We process personal information only where there is a lawful basis to do so, including:

Consent – for example, where you subscribe to newsletters, download resources that require opt-in, or agree to receive marketing communications.
Contractual necessity – where processing is required to enter into or perform a contract with you or the organisation you represent.
Legal obligation – where we are required to retain certain records or report certain information.
Legitimate interests – where processing is necessary for our legitimate interests or those of a third party, and your interests or rights do not override those interests

Where we rely on consent, you may withdraw your consent at any time by contacting us or using the unsubscribe options in our communications, subject to legal and contractual restrictions.

Direct marketing

We process personal information only where there is a lawful basis to do so, including:

Automation, integration and workflow solutions relevant to SMEs.
New tools, diagnostics, checklists and resources.
Case studies, insights and thought leadership.
Webinars, events or consultations.

We will send direct electronic marketing only in compliance with applicable laws and your stated preferences.

You can opt out of marketing at any time by using the unsubscribe link in our emails or by contacting us directly. Even if you opt out of marketing, we may still send you non-marketing communications where necessary (e.g., regarding existing engagements or legal obligations).

Cookies and similar technologies

Our website may use cookies and similar technologies to:

Enable basic site functionality.
Remember user preferences.
Analyse site usage and performance.
Support marketing and remarketing campaigns where implemented.

You can manage cookie settings in your browser. Disabling certain cookies may impact your experience of the website.

Sharing and disclosure of personal information

We may share personal information with:

Our employees and authorised contractors who need the information to perform their duties.
Service providers who assist us with functions such as hosting, analytics, CRM, email delivery, security, backup, billing and support.
Professional advisers such as attorneys, auditors or consultants, where reasonably necessary.
Business partners and subcontractors involved in delivering solutions to you (only to the extent necessary and subject to appropriate confidentiality safeguards).
Law enforcement, regulators, courts or other public bodies where we are required to do so by law, regulation or court order, or where disclosure is necessary to protect our rights or the rights, property or safety of others.
Any third party to whom we may transfer our rights and obligations in connection with a corporate transaction, merger, reorganisation or sale of business, subject to appropriate safeguards.

We do not sell your personal information.

Cross-border transfers

Some of our service providers or systems may be located outside South Africa. This may result in the transfer of personal information across borders.

Where we transfer personal information outside South Africa, we will do so in accordance with POPIA. We will take reasonable steps to ensure that the recipient is subject to a law, binding corporate rules, or a binding agreement that provides an adequate level of protection.

Information security

We take reasonable and appropriate technical and organisational measures to safeguard personal information in our possession against loss, unauthorised access, disclosure, alteration or destruction.

These measures may include, where appropriate:

Access controls and role-based permissions.
Use of secure protocols (e.g. HTTPS).
Logical separation of environments and data.
Password and credential management practices.
Backup and recovery processes.
Limited retention and deletion practices.

No system can be guaranteed as completely secure, but we continuously assess and improve our safeguards where reasonably possible.

Retention of personal information

We retain personal information only for as long as reasonably necessary to fulfil the purposes for which it was collected, or as required by law or legitimate business needs.

We may retain certain records for more extended periods where required for:

Statutory retention (e.g. tax and financial records).
Contract management and enforcement.
Audit and compliance.
Handling complaints, disputes or legal claims.st 5

When personal information is no longer required, we will take reasonable steps to destroy or de-identify it securely.

Your rights

Subject to certain limitations under POPIA and other applicable laws, you may have the following rights in relation to your personal information:

Access – to request confirmation of whether we hold personal information about you and to obtain a copy.

Correction – to request that we correct or update inaccurate, incomplete or outdated information.

Deletion – to request that we delete personal information where there is no lawful justification for us to keep it.

Objection – to object to specific processing, including direct marketing or processing based on legitimate interests.

Restriction – in certain circumstances, to request that we limit the way we use your information.

Data portability – where technically feasible and applicable, to receive your personal information in a structured, commonly used and machine-readable format.

Withdraw consent – where processing is based on consent, to withdraw it at any time.

Requests can be submitted using the contact details in section 2 above. We may require suitable identification before responding.

Complaints

If you have any concerns about how we handle your personal information, please get in touch with us first so we can try to resolve the issue.

You also have the right to lodge a complaint with the Information Regulator (South Africa):

Children’s information

Our website and services are not directed at children, and we do not knowingly collect personal information of children through the website. If you believe we have collected this information in error, please get in touch with us so we can delete it where appropriate.

Third-party websites

Our website may contain links to third-party websites, platforms or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to read the privacy notices of any external sites you visit.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in law, technology or our operations. The latest version will always be available on our website, and the effective date will be indicated at the top. We encourage you to review this Policy periodically.