At AdvisorLink, we take data privacy and client confidentiality seriously. As a business rooted in trust and communication, we are fully committed to operating in accordance with South Africa’s Protection of Personal Information Act (POPIA).
The POPI Act is South Africa’s data protection law, aimed at safeguarding personal information processed by both public and private entities. It ensures that individuals’ privacy is respected and that their personal data is collected, stored, and used responsibly.
Under this law, any business or individual that handles personal information must:
✔ Obtain consent to collect and use personal data
✔ Securely store and protect personal information from unauthorized access
✔ Limit the use of data to specific, agreed-upon purposes
✔ Inform data subjects of how their data will be used
✔ Allow individuals to request access to their data or request deletion
As a Virtual Assistant service provider — particularly in client outreach and appointment setting — AdvisorLink recognizes the critical role we play in handling personal information ethically and legally. We work closely with financial advisors and professionals to ensure every outreach effort aligns with POPIA’s principles.
Here’s how we protect your business and your clients:
✔ Permission-Based Outreach: We only call individuals whose information you have the legal right to use. We respect opt-outs and manage call lists responsibly.
✔ Secure Handling of Data: All client and prospect data is stored securely and handled only for its intended purpose — booking appointments on your behalf.
✔ Custom Scripts with Compliance in Mind: Our calling scripts can include your required POPIA disclaimers or consent statements, where needed.
✔ No Unauthorized Data Sharing: We do not sell, share, or use any data outside the scope of your business relationship with us.
Regular Privacy Reviews: We stay informed of updates to POPIA and continually refine our processes to remain compliant.
By outsourcing your appointment booking to AdvisorLink, you ensure:
✔ Greater consistency in how your clients are contacted
✔ Reduced risk of non-compliant outreach
✔ A professional extension of your brand that operates transparently and ethically
Let us handle your client communication while ensuring your business remains POPIA-compliant — so you can focus on delivering value without legal concerns.
Reach out to us — we’re happy to align our services with your policies and keep your business protected.