Privacy Policy

Last updated: 28 May 2026

Excel Group SA respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, protect and process personal information when you visit our website, contact us, complete an enquiry form, or engage with our services.

This policy applies to Excel Group SA and its website.

1. Who We Are

Excel Group SA is a professional services firm based in Durban North, South Africa, offering accounting, taxation, auditing, assurance and advisory-related services.

Business Name: Excel Group SA
Address: 140 Kenneth Kaunda Road, Durban North, 4051
Telephone: 031 563 2222
Email: Shamal.kassie@etagroup.co.za

Website: www.excelgroupsa.com

For privacy-related queries, you may contact us using the details above.

2. Personal Information We Collect

We may collect personal information when you interact with us through our website, contact forms, email, telephone, or other communication channels.

This may include:

Your name and surname
Your email address
Your phone number
Your company or organisation name
The service you are enquiring about
Any information you choose to include in your message
Website usage information, such as browser type, device information, pages visited and general interaction data
Information required to provide accounting, tax, audit, advisory or related professional services, where applicable

We only collect personal information that is reasonably necessary for the purpose for which it is provided.

3. How We Collect Personal Information

We may collect personal information directly from you when you:

Complete a contact or enquiry form on our website
Contact us by phone, email or other communication channels
Request a consultation
Subscribe to updates, if available
Engage with us as a client or prospective client
Provide documents or information required for professional services

We may also collect limited technical information automatically through website tools, cookies or analytics platforms.

4. Why We Use Your Personal Information

We process personal information for legitimate business and professional purposes, including to:

Respond to enquiries
Contact you about our services
Arrange consultations
Provide accounting, taxation, auditing, assurance, advisory or related services
Communicate with clients and prospective clients
Maintain accurate client and business records
Comply with legal, regulatory and professional obligations
Improve our website, communication and service delivery
Protect our business, website, clients and users from misuse, fraud or unauthorised access

We will not use your personal information for purposes that are unrelated to the reason it was collected, unless permitted or required by law.

5. Legal Basis for Processing

We process personal information where:

You have provided consent
Processing is necessary to respond to your enquiry or provide services
Processing is necessary for the performance of a contract
Processing is required by law or regulation
Processing is necessary for legitimate business purposes, provided your rights are not unfairly affected

6. Sharing of Personal Information

We do not sell your personal information.

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

Employees, directors or authorised team members of Excel Group SA
Professional advisors or service providers assisting us with business operations
IT, website, hosting, email, security or cloud service providers
Regulatory authorities, SARS, professional bodies, auditors or legal authorities where required
Third parties where you have authorised us to do so

Any third-party service provider that processes personal information on our behalf is expected to handle such information securely and only for the purpose for which it was provided.

7. Cookies and Website Tracking

Our website may use cookies or similar technologies to improve functionality, measure website performance and understand how visitors use the site.

Cookies may collect information such as:

Device type
Browser type
Pages visited
Time spent on the website
General website interaction data

You can adjust your browser settings to refuse or delete cookies. Some website features may not work correctly if cookies are disabled.

8. Direct Marketing

We may use your contact details to send relevant updates or information about our services only where permitted by law or where you have consented to receive such communication.

You may unsubscribe or opt out of marketing communications at any time by contacting us or using the unsubscribe option where available.

9. Storage and Retention of Personal Information

We will retain personal information only for as long as necessary to fulfil the purpose for which it was collected, provide services, comply with legal obligations, resolve disputes, maintain business records, or meet regulatory and professional requirements.

When personal information is no longer required, we will securely delete, destroy or de-identify it where reasonably possible.

10. Security of Personal Information

We take reasonable and appropriate measures to protect personal information from loss, misuse, unauthorised access, disclosure, alteration or destruction.

These measures may include:

Access controls
Secure storage systems
Password protection
Staff confidentiality obligations
Secure communication practices
Appropriate administrative, technical and organisational safeguards

While we take reasonable steps to protect personal information, no website, online platform or electronic transmission can be guaranteed to be completely secure.

11. Cross-Border Transfers

Some of our service providers, systems or cloud platforms may store or process information outside South Africa.

Where personal information is transferred outside South Africa, we will take reasonable steps to ensure that the information receives an appropriate level of protection in line with applicable privacy requirements.

12. Your Rights

You have the right to:

Ask what personal information we hold about you
Request access to your personal information
Ask us to correct or update inaccurate personal information
Request deletion of personal information where legally permissible
Object to certain processing of your personal information
Withdraw consent where processing is based on consent
Lodge a complaint with the Information Regulator of South Africa

To exercise these rights, please contact us using the details provided in this policy.

13. Accuracy of Information

We take reasonable steps to keep personal information accurate and up to date. You are responsible for providing accurate information and informing us of any changes to your personal details.

14. Links to Other Websites

Our website may contain links to third-party websites or platforms. We are not responsible for the privacy practices, content or security of external websites. We encourage users to review the privacy policies of any third-party websites they visit.

15. Children’s Personal Information

Our website and services are not directed at children. We do not knowingly collect personal information from children unless required for a lawful purpose and with the necessary consent from a parent, guardian or competent person where applicable.

16. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements or privacy practices.

The updated version will be published on this website with the revised “Last updated” date.

17. Contact Us

For questions about this Privacy Policy or how your personal information is handled, please contact:

Excel Group SA
140 Kenneth Kaunda Road
Durban North, 4051

Telephone: 031 563 2222
Email: Shamal.kassie@etagroup.co.za