POPIA Explained - Platinum Life

Thank you for helping us grow our community by sharing a referral.
We want you to know exactly how we use the referral details you provide and what responsibilities you have in this process.
Our goal is to be as clear and transparent as possible while ensuring your trust and that of the person you refer.

How We Use Your Referral Details

When you recommend someone to us over the telephone, you are helping a friend or colleague discover our services.
Here’s what happens with the referral details you share:

1. Purpose-Specific Use:

We use the referral details—such as the person’s name and contact number—only to reach out and explain our services. No extra or unrelated data is collected.

2. Limited Collection:

We only ask for the information that is necessary to contact the referred person. This means we follow POPIA’s rule of “minimality,” where we collect just enough information to fulfil the referral purpose.

3. Secure Handling:

Once we receive the referral details, they are stored securely and are not shared with any third parties outside the scope of this referral process.

Why This Process Is Legal Under POPIA

Under South Africa’s Protection of Personal Information Act (POPIA), personal data can be processed when it meets certain conditions.
Here’s how our referral process complies:

1. Consent or Legitimate Interest:

By giving us a referral, you are voluntarily allowing us to use the referred person’s contact details. This act of recommendation serves as clear, informed consent. In cases where a referral comes from an established relationship, the process is also justified on the basis of legitimate interest.

For more details, see: Is Prospecting Prohibited Under POPIA?
by Moonstone (moonstone.co.za)

2. Purpose Limitation:

We use the referral details only for contacting the referred person about our services. We never repurpose the data, which keeps us in line with POPIA’s requirement that data be used solely for the purpose it was collected.

More on this can be found in South Africa’s Protection of Personal Information Act (POPIA) Explained
by Termly (termly.io)

3. Transparency and Security:

We clearly explain how the referral data will be used and keep it safe through industry-standard security measures. This transparency ensures that you always know what happens with the information you share.

Your Responsibility as a Referrer

We rely on you to help us maintain a respectful and transparent referral process.
Here’s what we ask of you:

1. Inform Your Referral:

Please let the person you’re referring know that you have recommended them. It’s important they understand they might receive a call from us. This step helps build trust and ensures that they are not caught by surprise.

2. Accurate Information:

Make sure the referral details you provide are correct. This helps us reach out efficiently and prevents any misunderstanding.

3. Respect Privacy:

Only refer people you believe would benefit from our services and who are comfortable with us contacting them. By doing so, you help us respect everyone’s privacy and comply with POPIA.

Our Commitment to You

We take our responsibility to protect personal information seriously.
Here is what we promise:

1. Clear Communication:

We will always explain how referral information is used when you make a recommendation.

2. Strict Data Use:

The referral details are used solely for contacting the referred individual and are never repurposed for other marketing or business activities without further consent.

3. Robust Security Measures:

We implement strong security practices to safeguard all referral information from unauthorized access.

4. Easy Opt-Out:

If the referred person wishes to withdraw their consent or ask for more information about their data, we are here to help. Simply contact us, and we will act promptly.

In Summary

By sharing a referral with us, you are helping someone discover our services—all while ensuring that their details are handled legally and securely under POPIA. Your recommendation is an important vote of confidence, and we commit to using that referral data only for its intended purpose, in a safe and transparent manner.

If you have any questions about this process or about your rights and responsibilities, please feel free to reach out to us. We’re here to ensure that every step is clear, secure, and respectful.

Thank you for your trust and for helping us build our community.

Warm regards,
Platinum Life

References

– Is Prospecting Prohibited Under POPIA? (Moonstone)

– South Africa’s Protection of Personal Information Act (POPIA) Explained (Termly)