Who We Are
Rootman Financial Services is a South African accounting, tax, payroll and compliance firm. For purposes of applicable privacy law, including the Protection of Personal Information Act, 2013, we act as the responsible party for personal information processed through this website and related communications.
Information We Collect
We may collect personal information that you voluntarily provide or that is generated through your use of our website.
| Category | Examples | Typical Source |
|---|---|---|
| Name details | First name and surname | Contact forms, enquiry forms, direct messages |
| Contact details | Email address, telephone number | Forms, emails, calls, WhatsApp |
| Communication content | Questions, service requests, messages and submitted reviews | Website forms, chat, email, WhatsApp |
| Website usage data | Pages viewed, device type, browser type, session activity | Cookies, analytics tools and server logs |
How We Use Information
We may use personal information for the following purposes.
- To respond to enquiries and contact requests.
- To communicate about our services and service related matters.
- To review and manage website submissions, including testimonials where applicable.
- To maintain and improve the performance and security of our website.
- To comply with legal, regulatory, professional or record keeping obligations.
Lawful Basis for Processing
Depending on the context, we may process personal information on one or more of the following grounds.
Consent
Where you voluntarily submit information through our forms, chat or direct communications.
Contract or pre-contract
Where processing is necessary to provide requested services or prepare to do so.
Legal obligation
Where we must retain or disclose information to meet legal, regulatory or professional duties.
Legitimate interest
Where necessary to operate, secure and improve our website and services in a reasonable manner.
Sharing Information
We may share limited personal information with service providers and operators that help us run our website or business functions, but only where reasonably necessary and subject to appropriate safeguards.
Form processing tools
Used to transmit and manage website form submissions.
Hosting and infrastructure providers
Used to host the website and support technical operation.
Analytics providers
Used to understand website traffic and improve performance.
Communication channels
Email, phone and messaging services used to respond to you.
We may also disclose information where required by law, lawful request, court order or regulatory process.
Information Retention
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, or for longer where required by law, regulation, professional obligation or legitimate business record keeping needs.
| Type | General approach |
|---|---|
| Website enquiries | Retained for as long as reasonably necessary to respond and maintain a record of the communication. |
| Approved testimonials | May remain displayed until updated, removed or no longer relevant. |
| Technical logs | Retained according to operational and security needs. |
| Client records | May be retained according to legal, tax, accounting, audit or professional retention requirements. |
How We Protect Information
We take reasonable technical and organisational steps to protect personal information against loss, misuse, unauthorised access, alteration or disclosure.
- Use of secure website hosting and encrypted transmission where applicable.
- Restricted access to information on a need to know basis.
- Use of reputable service providers for website and operational support.
- Reasonable monitoring and maintenance of website and communication systems.
Cookies and Analytics
Our website may use cookies and similar technologies to improve user experience, measure traffic and understand how visitors use the website.
You can usually control cookies through your browser settings. Disabling certain cookies may affect how parts of the website function.
Your Rights
Subject to applicable law, you may have the right to request one or more of the following.
Access
Request confirmation of whether we hold your personal information.
Correction
Request correction of inaccurate or incomplete information.
Deletion
Request deletion where information is no longer required and no retention duty applies.
Objection
Object to certain processing where applicable.
Withdrawal of consent
Withdraw consent where processing is based on consent.
Complaint
Lodge a complaint with the relevant regulator if you believe your rights have been infringed.
Children’s Privacy
This website is not intended for children and we do not knowingly collect personal information from children through this public website.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our website, services, legal obligations or internal practices. The updated version will appear on this page with a revised date.
Contact Details
If you have questions about this policy or how we handle personal information, please contact us.