Skip to content

Privacy Policy

LNKD Our Insights
blocks-right-01

Privacy Policy

BY ACCESSING AND USING THIS WEBSITE AND/OR OUR SERVICES, THE USER IS PROVIDING THEIR EXPRESS AND VOLUNTARY CONSENT TO THE PROCESSING OF THEIR PERSONAL INFORMATION BY THE LNKD INVESTMENT MANAGERS (PTY) LTD ON THE BASIS SET OUT IN THIS PRIVACY NOTICE. IF THE USER DOES NOT CONSENT, THE USER MUST IMMEDIATELY STOP ACCESSING AND/OR USING THIS WEBSITE AND OUR SERVICES.

Introduction:

LNKD Investment Managers (Pty) Ltd (FSP 51257) is committed to protecting your personal information. This Privacy Notice explains how we collect, process, share, and protect your personal information in line with the Protection of Personal Information Act, 2013 (POPIA) and applicable regulations. By using our services, engaging with us, or visiting our website, you consent to the processing of your personal information as described in this notice. 

What Information We Collect

We may collect the following types of personal information:

  • Identity details (name, ID/passport number, date of birth)
  • Contact information (address, email, phone number)
  • Financial information (bank details, policy/investment numbers)
  • Employment or company details
  • Online identifiers (cookies, device details, IP address)
  • Any correspondence or preferences shared with us

How We Collect Your Information

We collect personal information:

  • Directly from you (e.g., through forms, calls, emails, or meetings)
  • From third parties with your consent (e.g., product providers)
  • Automatically via our website and digital platforms (cookies, CRM activity) 

Why We Process Your Information

We process personal information only for lawful and specific purposes, including:

  • Providing financial and intermediary services
  • Meeting our legal and regulatory obligations
  • Performing a contract with you
  • Protecting your legitimate interests 

Data Retention

We keep personal information only as long as necessary to:

  • Fulfil the purposes for which it was collected, or
  • Meet legal, contractual, or regulatory obligations.

Where possible, information may be de-identified for statistical or research purposes.

Your Rights

You have the right to:

  • Access or request correction/deletion of your personal data (by submitting Form 2 in the PAIA manual)
  • Object to processing (by submitting Form 1 in the PAIA manual)
  • Lodge a complaint with the Information Regulator
  • Be notified if your data is compromised in a breach

Cookies and Website Use

We use cookies to enhance your browsing experience. You can manage cookie preferences through your browser settings.

Security

We implement appropriate physical, technical, and organizational safeguards to protect your personal information. Where we use third-party service providers, we require them to apply equivalent security standards.

Cross-Border Processing

Your information may be processed or stored outside South Africa through LNKD’s systems or service providers. All cross-border transfers comply with POPIA and international data protection standards.

Updates to This Privacy Notice

We may update this notice from time to time. Updates will be published on our website and will take effect upon publication.

Contact Us

This Privacy Notice is a summary prepared for client transparency. For queries under this Privacy Notice, please contact info@lnkd.co.za

Use of Third-Party Service Providers

LNKD Investment Managers (Pty) Ltd (“LNKD”), an authorized Category I and II Financial Services Provider, makes use of approved third-party service providers to support the delivery of discretionary investment management services. These may include, where applicable, portfolio administration, custody, execution, technology, data, and related support services.

All third-party arrangements are subject to appropriate due diligence, formal contractual agreements, and ongoing oversight. Notwithstanding any outsourcing or third-party involvement, LNKD retains full responsibility and accountability for the discretionary financial services rendered to clients.

Number
Product & Service Providers
1
Ardan
2
Capital International (CIG)
3
IDAD
4
Swissquote
5
Quilter
6
Glacier
7
INN8
8
Ninety One
9
Momentum Wealth International
10
Momentum Wealth
11
Baker Tilly (Previously Optimus)
12
Overseas Trust & Pension
13
RL360
14
STM Group Plc
15
Utmost
16
IVCM
17
Matco
18
PIMS

Anthony Palmer

Head of Investment Committee | CA (SA)
Anthony obtained his B Com and B Com Accountancy from the University of the Witwatersrand and qualified as a chartered accountant while doing his articles at Grant Thornton. Anthony spent eleven years working abroad as a managing director in structured credit sales and derivative marketing in London and Wall Street where he was global head of the alternative risk markets group for a leading banking institute. On returning to South Africa, Anthony ran his own business in the finance and venture capital industry before joining the Carrick Group where he is Managing Director of their family office (Wealth Succession) and head of the Carrick Investment Committee. Anthony is LNKD’s Managing Director and acts as Chairman of the Investment Committee.

Robert Enslin

B.Com (Honours), CFA

Rob obtained his B Com Honours degree from the University of Stellenbosch and is a CFA Charter Holder. He started his financial services career in 2008 at ValuGro Capital which was rated as the top small asset management company during the same year. Valugro Capital was subsequently purchased by the listed Efficient Group and the asset management arm was renamed Efficient Select in 2011. During his time at ValuGro Capital and Efficient Select, Rob Enslin was the portfolio manager of the Efficient Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012 as the top performing fund (risk adjusted) in its category over a rolling 5-year period. In 2015, Rob was appointed as Head of Private Clients. In 2016, he departed to join StrategiQ Capital. At LNKD Rob is a portfolio manager, key individual, investment committee member and Director.

Luis Levy

B.Com, CFA

Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds.  Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets. In June 2015 he departed to setup StrategiQ Capital and at LNKD is a portfolio manager and member of the Investment Committee.