Privacy Policy

Last updated: 05/02/2026

Brightsure (“we”, “us”, or “our”) is committed to protecting the privacy, confidentiality, and security of personal and business information entrusted to us. This Privacy Policy explains how we collect, use, store, share, and protect information in accordance with the Protection of Personal Information Act, 2013 (POPIA) and other applicable laws.

This policy applies to all visitors, clients, business partners, and users of the Brightsure website and services.

1. Who We Are

Brightsure is a South African financial planning and advisory firm, part of Aene Capital (Pty) Ltd, providing services including insurance, investments, retirement planning, corporate benefits, fiduciary services, estate planning, business advisory, and private capital solutions.

2. Information We Collect

We may collect the following types of information:

2.1 Personal Information

• Full name, identity number, date of birth

• Contact details (email address, phone number, physical address)

• Employment and business information

• Financial information (income, assets, liabilities, bank details)

• Insurance, investment, retirement, and estate-related information

• Tax-related information where required

• Information relating to beneficiaries, shareholders, or directors (where applicable)

2.2 Business Information

• Company registration details

• Ownership and shareholder information

• Financial statements or summaries

• Funding or capital-raising information

• Corporate benefit and employee-related data

2.3 Website and Technical Information

• IP address

• Browser type and device information

• Website usage data (via cookies and analytics tools)

3. How We Collect Information

We collect information:

• Directly from you when you engage our services

• Through forms completed on our website

• During meetings, calls, emails, or correspondence

• From third parties such as insurers, investment platforms, custodians, or regulators (with consent or legal basis)

• Automatically through website cookies and analytics tools

4. How We Use Your Information

We use information strictly for legitimate business and regulatory purposes, including to:

• Provide financial planning, insurance, investment, fiduciary, and advisory services

• Arrange insurance, investments, retirement solutions, and benefits

• Conduct estate planning, fiduciary administration, and trust structuring

• Support business advisory and private capital processes

• Meet legal, regulatory, and compliance obligations

• Communicate with you regarding services, documentation, and updates

• Improve our services and website experience

• Protect against fraud, financial crime, and operational risk

5. Lawful Basis for Processing

We process personal information on the following lawful grounds:

• Your consent

• Performance of a contract or intended contract

• Compliance with legal and regulatory obligations

• Legitimate business interests, provided your rights are not overridden

6. Sharing of Information

We may share information with trusted third parties only where necessary, including:

• Insurers, underwriters, investment managers, and platforms

• Retirement fund administrators and benefit providers

• Fiduciary service providers, executors, and trustees

• Banks, custodians, and payment processors

• Legal, compliance, audit, and regulatory bodies

• Technology and data service providers (under strict confidentiality)

We do not sell personal information.

7. Cross-Border Transfers

Where information is transferred outside South Africa (e.g. offshore investments), we ensure appropriate safeguards are in place to protect your information in line with POPIA and applicable international standards.

8. Data Security

We take reasonable technical and organisational measures to protect information against:

• Unauthorised access

• Loss, misuse, or alteration

• Cyber threats and data breaches

Access to information is restricted to authorised personnel only.

9. Data Retention

We retain information only for as long as:

• Required to provide services

• Necessary to meet legal or regulatory obligations

• Required for legitimate business purposes

Once no longer required, information is securely destroyed or anonymised.

10. Your Rights

You have the right to:

• Access your personal information

• Request correction or updating of information

• Object to certain processing activities

• Withdraw consent (where applicable)

• Request deletion of information (subject to legal obligations)

• Lodge a complaint with the Information Regulator

Requests can be submitted using the contact details below.

11. Cookies and Website Use

Our website may use cookies to enhance user experience and analyse website traffic. You may disable cookies through your browser settings, though this may affect functionality.

12. Third-Party Websites

Our website may contain links to third-party websites. Brightsure is not responsible for the privacy practices of external sites.

13. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date.

14. Contact Us

If you have questions about this Privacy Policy or how we handle information, please contact:

Brightsure
Email: media@aenecapital.co.za