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Legal and compliance

Our terms, privacy notice, security posture, regulatory position and PAIA manual.

Last updated 29 August 2026

Terms of Service

The agreement between Broker AI (Pty) Ltd and the brokerage using the service.

Privacy Notice

How we collect, use, store and protect personal information, in line with POPIA.

Security

How we protect the client information your firm shares with us — including what we do not yet have.

Broker AI and FAIS

Why Broker AI is a drafting tool rather than an advisor, and where responsibility for advice sits.

PAIA Manual

How to request access to a record we hold, and how to exercise your rights over your personal information.

If you need something that is not here, ask and we will send it to you.

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Broker AI is a software product and is not an authorised financial services provider. It does not render financial services or furnish advice as defined in the Financial Advisory and Intermediary Services Act 37 of 2002. All output is a draft for review and sign-off by an authorised representative.

Broker AI (Pty) Ltd · Reg no 2026/318666/07 · 2 Niagara Road, Tygervalley, Cape Town, 7530

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