Inglis Stephens Fiduciary Services – Privacy Policy


Effective Date: 2025/08/04
Last Updated: 2025/08/04

1. Introduction

At Inglis Stephens Fiduciary Services (“we”, “our”, or “us”), we are committed to protecting your personal information and ensuring your privacy is respected. This policy outlines how we collect, use, store, and share your personal data in accordance with the Protection of Personal Information Act (POPIA).

By accessing or using our website (www.inglisstephens.co.za), completing our forms, or interacting with us through digital platforms, you agree to the terms of this Privacy Policy.

2. What Information We Collect

We may collect the following personal information:

  • Contact Information: Name, email address, phone number, postal address
  • Identification Information: ID number, marital status, business or estate information (if required for fiduciary services)
  • Communication Data: Email interactions, newsletter subscriptions, form responses
  • Website Usage Data: IP address, browser type, pages visited, and time spent on site (via cookies or analytics tools)
  • Client Files: Legal documents submitted to us for fiduciary, estate, or trust matters

3. How We Use Your Information

We use your personal information to:

  • Provide fiduciary services, including wills, trusts, and estate administration
  • Contact you regarding your enquiry, matter, or consultation
  • Comply with legal and regulatory obligations
  • Send you legal updates, news, or promotional communications via Everlytic (with your consent)
  • Improve our website and client service experience
  • Respond to legal queries submitted via contact or competition forms

4. How We Store and Protect Your Information

Your information is stored securely on encrypted systems. We implement appropriate technical and organisational measures to protect your data from unauthorised access, loss, or misuse.

Only authorised staff and third-party service providers (such as Everlytic) with signed confidentiality agreements have access to your information.

5. Sharing Your Information

We do not sell your personal data. We may share your information:

  • With affiliated service providers for processing communications (e.g. 3rd party marketing services and/or communication systems)
  • When required by law, regulation, or court order
  • With your express permission to trusted partners (e.g. referral to estate agents or financial advisors upon request)

6. Your Rights Under POPIA

You have the right to:

  • Access the personal data we hold about you
  • Request correction or deletion of your personal information
  • Object to or restrict processing
  • Withdraw consent at any time for marketing communications

To exercise these rights, please contact us at admin@inglisstephens.co.za.

7. Cookies and Tracking

Our website uses cookies to optimise browsing experience and track analytics. You may disable cookies in your browser settings, but this may affect website functionality.

8. Data Retention

We retain your personal data for as long as necessary:

  • To fulfil the purpose it was collected for
  • As required by law, or
  • Until you request its deletion (where legally permissible)

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page with the updated date.

10. Contact Us

Inglis Stephens Fiduciary Services
Office 106, The Village Square, Durbanville, Cape Town
Tel: 021 914 1144 | Email: admin@inglisstephens.co.za
Website: www.inglisstephens.co.za