Last updated: [2026/03/31]

Who we are
This Privacy Policy explains how ANM Consultants (“ANM,” “we,” “us”) collects, uses, shares, and protects personal information on our website and through our marketing and lead-generation activities.

Important clarification about our services
ANM is a consulting and lead-generation business. We are not a registered accounting firm or a registered tax practitioner firm. We market and facilitate bookings for a “Tax Reduction Strategy Session” that is delivered by independent third-party tax/accounting firms and/or registered practitioners (“Partner Firms”). Partner Firms are responsible for any professional tax/accounting services and advice they provide.

Responsible party and contact details
For POPIA purposes, ANM is the “responsible party” for the personal information we collect and process for our own purposes. 

Legal entity name: [ANM CONSULTANTS (PTY) LTD]

Registration number: [2023/004619/07]

Physical address: [Unit 6, Willowview Office Park, Van Hoof Street, Ruimsig.]

Email: [[email protected]]

Telephone: [+27 60 019 4998]

Personal information we collect

We may collect personal information directly from you, automatically through your device/browser, and from lead sources you use to contact us. 

Providing personal information is voluntary, but if you do not provide information marked as required, we may be unable to assess your eligibility, send the requested resource, arrange a strategy session, or connect you with a Partner Firm.

We may collect personal information directly from you, from forms you submit on advertising platforms or landing pages, from cookies and analytics tools on our website, and from Partner Firms or service providers where necessary to manage your request or our referral relationship.

Categories of personal information may include:

Identity and contact details: name, email, phone number, business name, job title.

Business profile details (provided by you): industry, turnover band (e.g., “R3m+”), number of employees, accounting/tax pain points, and any information you choose to share in forms or messages.

Booking details: availability, meeting selections, and communications about scheduling.

Communications: emails, WhatsApp messages, call notes, and complaint/support interactions.

Technical data: approximate location, IP address, device and browser details, site activity data, and cookie identifiers (when you use the site).

Advertising data: where you interacted with our ads (e.g., platform/campaign identifiers), and whether you visited our site or submitted a lead.

We request that you do not submit special personal information (for example, health information) unless we specifically ask for it and a lawful basis applies. POPIA restricts processing of special personal information unless specific conditions apply. 

Why we process personal information (purposes)

We process personal information for purposes including:

To respond to your requests and inquiries.

To assess whether you qualify for the strategy session (for example, owner-managed and turnover criteria).

To schedule and facilitate the strategy session.

To share your lead details with Partner Firms so they can contact you, confirm details, schedule, and deliver the strategy session.

To operate, maintain, secure, and improve our website, marketing, and lead management systems.

To conduct analytics and reporting to measure campaign performance and improve effectiveness.

To comply with legal obligations and respond to lawful requests.

Lawful bases for processing (POPIA section 11)

We process personal information only when a lawful basis applies, including:

Consent (for example, where you opt in to receive marketing communications or where you consent to sharing your details with Partner Firms). 

Contract / pre-contract steps (processing necessary to take steps at your request to schedule and deliver the requested session). 

Legal obligations (where processing is required by law). 

Legitimate interests (for example, operating our business, preventing fraud, and improving marketing efficiency) where appropriate and balanced against your rights. 

Where we rely on consent, we keep records to demonstrate consent and allow you to withdraw consent at any time. 

Sharing personal information (including Partner Firms)

We may share personal information with:

Partner Firms who deliver the strategy session and may offer tax/accounting services thereafter. Partner Firms process your information for their own professional and business purposes and should provide you with their own privacy notices.

Service providers (“operators”) that help us run our website and business systems (for example hosting, analytics, CRM, email/SMS providers, scheduling tools). We require operators to protect confidentiality and implement security measures. 

Legal/regulatory recipients if required to comply with law or protect rights.

We do not sell personal information as a standalone product.

Direct marketing communications

Service communications: If you submit a request for a strategy session or a resource, we may contact you to fulfill that request.

Marketing communications (email/SMS/other electronic): We send electronic direct marketing only when POPIA permits it—generally when you opt in, or where a limited customer exception applies—and each marketing message includes our identity and a simple opt-out method. 

You can opt out at any time using the instructions in the message or by contacting us.

Cookies and similar technologies

We use cookies and similar technologies to operate the site, remember preferences, measure traffic, and understand marketing performance. You can control cookies through your browser settings; some site features may be affected if cookies are disabled.

International (cross-border) transfers

Some of our systems and service providers may store or process personal information outside South Africa (for example, cloud hosting, analytics, communications, and scheduling platforms). Where cross-border transfers occur, we rely on a POPIA section 72 basis such as adequate protection through contractual arrangements, your consent where applicable, or necessity for performance of a service you requested. 

Security safeguards and security compromise notifications

We take reasonable technical and organizational measures to secure personal information, including access controls, credential management, staff confidentiality obligations, and vendor security requirements. 

If we reasonably believe personal information has been accessed or acquired by an unauthorized person, we will notify the Information Regulator and affected data subjects as required, and provide prescribed information about the compromise and mitigation steps. 

Retention and deletion

We do not retain personal information longer than necessary for the purposes described above, unless retention is required/authorized by law, required by contract, or you have consented to longer retention. 

Typical retention periods (guidance—confirm with legal/tax advisors):

Unsuccessful leads / no engagement: up to [6–12] months after last contact.

Leads who attended a session but did not become clients: up to [12–24] months for operational reporting and dispute handling.

Business records (invoices/financial records for ANM’s own operations): for the period required by applicable law.

When personal information is no longer authorized to be retained, we securely delete or de-identify it in a manner that prevents reconstruction. 

Your POPIA rights and how to exercise them

Subject to POPIA and other applicable laws, you have rights to:

Request confirmation whether we hold your personal information and access to a record/description of it (including categories of third parties who have had access). 

Request correction or deletion of inaccurate, irrelevant, excessive, or unlawfully obtained personal information, or deletion where we are no longer authorized to retain. 

Object to certain processing (including direct marketing in applicable cases). 

To submit a request, contact our Information Officer at the details above. We will request adequate proof of identity and respond within a reasonable time as required by POPIA. 

Updates to this Privacy Policy

We may update this Privacy Policy from time to time and will post the latest version on our website.

Complaint escalation

If you believe we have not handled your personal information lawfully, you may lodge a complaint with the Information Regulator.