Privacy Policy

How we collect, use, share and protect personal information.

Effective / last updated: 23 July 2026

1. Purpose and application

This Privacy Policy explains how ACG Corporate Group (Pty) Ltd, trading as ACG Growth Partners™ (“ACG”, “we”, “us” or “our”), processes personal information through www.acggrowthpartners.com, our enquiry forms, recruitment activities, candidate database, book-acquisition services, communications and related business operations.

This policy applies to website visitors, candidates, clients, financial advisers, practice owners, buyers, sellers, suppliers, business contacts and any other person whose personal information we process. It should be read with our POPIA Notice, Cookie Policy, Candidate Consent Notice and Book Acquisition Disclaimer where applicable.

We process personal information in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA), the Electronic Communications and Transactions Act 25 of 2002, and other applicable South African laws.

3. Personal information we may collect

  • Identity and contact information, including names, identity or registration details, telephone numbers, email addresses and physical or business addresses.
  • Professional and employment information, including CVs, qualifications, employment history, remuneration, notice periods, references, regulatory status, RE5, Class of Business, FAIS history and professional memberships.
  • Candidate and adviser information, including role preferences, location, transferable assets under management, production history, client-book information and suitability information.
  • Client and vacancy information, including organisational details, job specifications, remuneration structures, hiring requirements and authorised contact details.
  • Book-acquisition information, including FSP details, AUM, recurring revenue, client numbers, product-provider concentration, transaction preferences, financial information and succession objectives.
  • Technical information, including IP address, browser, device, pages viewed, referral source, cookie identifiers and website interaction data.
  • Communications, including emails, messages, call notes, meeting records, enquiries and documents submitted to us.
  • Compliance information reasonably required for fraud prevention, due diligence, regulatory screening, conflict checks or legal obligations.

4. How we collect information

  • Directly from you through forms, emails, calls, meetings, applications, registrations and documents.
  • From clients, employers, candidates, referees, professional contacts, authorised representatives and transaction counterparties.
  • From public or lawful sources, including professional platforms, company records, regulator records and publicly available business information.
  • Automatically through cookies, analytics and website technologies.
  • From service providers that support recruitment, verification, hosting, communications, security, assessments or transaction administration.

5. Purposes of processing

  • Responding to enquiries and scheduling consultations.
  • Recruiting, assessing, screening and introducing candidates.
  • Managing client mandates, vacancies, interviews, offers, placements and warranties.
  • Matching buyers and sellers of financial-advisory books or practices.
  • Supporting succession, merger, partnership and acquisition discussions.
  • Conducting reference, qualification, employment, regulatory and other authorised checks.
  • Maintaining candidate, client, buyer, seller and business-contact databases.
  • Communicating opportunities, insights, updates and service information where lawful.
  • Operating, securing, measuring and improving the website and our services.
  • Meeting contractual, tax, accounting, audit, regulatory and legal obligations.
  • Protecting our legitimate interests, rights, systems, confidential information and business relationships.

6. Lawful grounds

Depending on the circumstances, we process personal information with consent, to conclude or perform a contract, to comply with a legal obligation, to protect a legitimate interest, or where processing is otherwise permitted by law. Consent may be withdrawn where consent is the applicable basis, but withdrawal does not affect processing already lawfully completed.

7. Sharing of personal information

We may share personal information only where reasonably necessary and lawful, including with:

  • Prospective or existing employers and clients, subject to the candidate’s authority and the relevant recruitment process.
  • Prospective buyers, sellers, merger partners or professional advisers, subject to confidentiality and appropriate authority.
  • Verification, assessment, technology, hosting, communications, analytics, legal, accounting and compliance service providers.
  • Regulators, courts, law-enforcement bodies or public authorities where required or permitted by law.
  • Successors or participants in a lawful restructuring, sale or transfer of our business, subject to appropriate safeguards.

We do not sell personal information to advertisers.

8. Cross-border processing

Some technology or service providers may process or store information outside South Africa. Where this occurs, we take reasonable steps to ensure that the recipient is subject to a law, agreement, corporate rules or safeguards that provide an adequate level of protection as contemplated by POPIA.

9. Security

We apply reasonable technical and organisational safeguards designed to protect personal information against loss, unauthorised access, interference, alteration, disclosure or destruction. No internet transmission or storage system can be guaranteed to be completely secure, and users should avoid sending sensitive information through insecure channels.

10. Retention

We retain personal information only for as long as reasonably necessary for the purpose collected, to comply with legal or contractual obligations, to manage warranties or disputes, to maintain lawful business records, or with consent. Information may be de-identified or securely destroyed when no longer required.

11. Your rights

  • Ask whether we hold personal information about you and request access where permitted.
  • Request correction, updating or deletion of inaccurate, excessive, irrelevant, outdated or unlawfully obtained information.
  • Object to certain processing on reasonable grounds.
  • Withdraw consent where processing is based on consent.
  • Object to direct marketing or unsubscribe from electronic marketing.
  • Lodge a complaint with the Information Regulator of South Africa.

12. Children

Our website and professional services are not directed at children. We do not intentionally collect children’s personal information through the website unless authorised by a competent person or otherwise permitted by law.

The website may link to third-party sites. We do not control their privacy practices and are not responsible for their content, security or policies. Users should review the third party’s terms and privacy information.

14. Changes to this policy

We may update this policy when our services, technology or legal obligations change. The updated version will be published on the website with a revised effective date.

Contact and information requests

Questions, objections, correction requests, deletion requests or access requests may be sent to partners@acggrowthpartners.com.

  • Responsible party: ACG Corporate Group (Pty) Ltd, registration number 2024/732697/07
  • Trading division: ACG Growth Partners™
  • Website: www.acggrowthpartners.com
  • Country of operation: Republic of South Africa
  • Information Officer: the duly appointed Information Officer of ACG Corporate Group (Pty) Ltd, contactable through the email address above.