By using the Mind My Money Portal, you acknowledge that you have read all the privacy terms and this disclaimer wherein you understand and agree that all information provided, whether personal or otherwise, may be used and processed by Liberty.
The information that you disclose on the Mind My Money Portal will be collated to provide you with your personalized financial plan. All information and data received will only be used in order to process your financial plan.
Liberty shall ensure that all appropriate and reasonable technical and organisational measures are taken to secure your information. Liberty shall further take reasonable steps to ensure the confidentiality of your information unless we are legally bound for disclosure. The information that you share will be passed on to a Liberty representative with the aim of having a focused discussion on your financial needs and Liberty solutions to meet those needs.
By consenting to provide Liberty with your personal information you are giving us permission to process the data specifically for the purposes stated above.
Please note that by submitting information via the Portal, you consent to the collection, collation, processing and storing of such information and the use and disclosure of such information in accordance with this policy.
As this personal information forms the basis of our assessment and terms we offer you, it must be correct, complete and up to date. If any information you give us is wrong, incomplete or outdated, this will affect the accuracy of the financial plan. You further agree to provide all documentation and information required in terms of Liberty business rules. You also confirm that all information you have provided to us is true and correct.
Change in information provided:
If there has been a change in any of the information provided to us which includes but is not limited to health, occupation or hobbies, since the date of the submission of the application please notify us as we may need to reassess your plan.
Notes:
Personal Information” includes race, gender, nationality, marital status, age, physical or mental health, disability, language, education,
identity number, telephone number, email, postal address, biometric information, and financial, criminal or employment history as defined in relevant data privacy legislation.
- “We” refers to Liberty Holdings Limited and all its subsidiaries."
In terms of relevant data privacy legislation we are required to:
- Keep your information secure, confidential and only for as long as required.
- Only process information as permitted by law.
- Provide you with access to update or rectify any of your information.
- Notify you if any of your information has been compromised. If you do not agree to be bound by these terms, kindly exit this page and do not access the Portal.
The questions will take approximately 15 minutes to complete and you will getting a full financial plan indicating the financial needs and obligations you might have.
Please note that the outcome of this submission does not constitute financial advice in and of itself. The information presented back to you in the form of professional financial plan is only recommendations based on the information you submitted. You therefore have to consult a registered financial advisor to implement any of the strategies proposed in you financial plan. You will have an opportunity to book a session with a Liberty Financial Advisor during the completion of this process should you wish too.
Please visit https://www.libertymindmymoney.org/disclaimer for full privacy terms and more information on MindMyMoney.