This site is owned by Optimate Financial Solutions (Pty) Ltd.

The Privacy Policy is designed to tell you about the way we treat your personal information which is collected electronically on this site. Please read the entire privacy policy before using or submitting information to this site. This site is intended for use by residents of South Africa.

What this is

We respect your privacy and personal information and take all reasonable measures to protect your information and keep it confidential, even when you are no longer a customer.

We will only collect, disclose, collate, process and store your personal information with your permission and will only use the information for the purpose for which it is required. We will not use your personal information for any other purpose, unless we have told you or we are allowed to by law.


Information Disclosure

We will only give your personal information to others, without your consent, if we are required to do so by law, in the public interest or if you have implied consent.



This site is not intended for children under the age of 13. We will not knowingly collect personally identifiable information via this site from visitors in this age group. We encourage parents to talk to their children about their use of the Internet and the information they disclose to websites.


Your Personal Information

Personal information refers to information that identifies or relates specifically to you, for example, your name, age and identity number, your assets and liabilities, your income and your payment records. Any information about what you buy, where you bank, how you invest and all related information will also be regarded as personal information. In short, any information that we know about you will be regarded as your personal information.


Why we collect your information

To provide you with the best possible service and investment opportunities we need to find out as much as possible to be able to identify you, process your instructions and requests so as to meet your needs as accurately as possible.


How we collect your info

We will actively collect information from you by asking you specific questions or by allowing you to communicate directly with us via email and feedback forms. From time to time, some areas of the website may ask you to submit information so that you can benefit from features like our newsletter or participate in a questionnaire. You will be informed at each point about what information is required and what is optional. If you decide not to give us information, you may not be able to use some of the features of this web site.



As you locate and use our web site certain anonymous information can be passively collected through cookies, internet tags and navigational data. This site may use and combine information to provide better service to site visitors, customise the site based on your preferences, compile and analyse statistics and trends, and otherwise improve the site for your use.