Privacy, Cookies & Terms

Last updated: 2026

Welcome to Easy Institute. We’re committed to protecting your personal information, being transparent about how we use it, and giving you full control over your data. By using our website, creating an account, or accessing our courses, you agree to the policies and terms set out below.

We only collect information necessary to deliver and improve your CPD experience:

• Identity verification data: your name, surname, SA ID number or passport number, and uploaded ID/passport images used solely for identity verification and certificate accuracy.
• Account details: email address, password, and any information you provide when signing up or contacting us.
• Professional profile data: your selected CPD roles (e.g., FAIS, SAICA, Compliance Institute) and, where applicable, your membership registration date to calculate your CPD cycle.
• Learning data: modules viewed, progress, assessments, certificates, CPD hours earned.
• Payment information: processed securely by third party payment providers. We do not store payment card numbers.
• Technical data: IP address, device type, browser type, pages visited, time spent, and basic analytics. This may include Google Analytics or similar tools.
• Communication data: messages you send to us, support requests, and marketing preferences.

We do not intentionally collect special categories of personal information (e.g., health, race, religious beliefs), other than identity documents provided for verification purposes.

1.2 How we use your information

We use your information to:

• create and manage your Easy Institute account
• provide access to courses and track CPD progress
• issue certificates and maintain learning records
• verify your identity to prevent impersonation or fraudulent CPD claims
• respond to queries and provide support
• send essential service messages (account, security, platform updates)
• send optional learning updates or marketing (only with your consent)
• improve our content, platform, and user experience
• comply with legal, tax, audit, or regulatory obligations

We do not sell your personal information.

1.3 Legal basis for processing

We process your information based on:

• Contract: to provide access to your courses and account
• Legal obligation: where we must retain records for tax or regulatory purposes
• Legitimate interest: improving our platform, preventing abuse, ensuring security
• Consent: for optional communications, which you may withdraw at any time
• Public interest and regulatory compliance: where required to maintain accredited CPD records or respond to professional body audits

1.4 How we share your information

We may share your information with:

• Service providers: our learning management system (LMS), hosting providers, email delivery services (such as Mailchimp), analytics tools, and payment processors (such as Payfast)
• Professional bodies or regulators: where necessary to verify CPD or respond to lawful requests
• Authorities: where required by law or court order

All service providers are required to protect your information and may not use it for their own marketing.

We do not sell or trade your information.

Where information is transferred outside South Africa (for example, to service providers in the United States or Europe), we ensure appropriate safeguards are in place as required by POPIA.

1.5 How we protect your information

We use reasonable technical and organisational measures, including:

• encrypted connections (HTTPS)
• access controls and authentication
• secure third-party payment processing
• restricted access to personal data

We do not store payment card numbers.

No system is 100% secure, but we take appropriate steps to reduce risk and respond promptly to issues.

1.6 How long we keep your information

We retain information only as long as necessary to:

• provide our services
• maintain accurate CPD and learning records
• comply with legal, tax, or regulatory obligations
• resolve disputes and enforce agreements

CPD records are generally retained for 5 years, or longer where required by law or professional bodies.

Identity documents are retained only as long as necessary for verification and audit purposes, after which they are securely deleted.

1.7 Your rights under POPIA

You may:

• request access to your personal information
• ask us to correct or update your details
• request deletion of your information (unless we must retain it legally)
• object to certain types of processing
• withdraw consent for optional communications

To exercise your rights, email help@easyinstitute.co.za. We may need to verify your identity before responding.

You also have the right to lodge a complaint with the Information Regulator of South Africa if you believe we have not handled your personal information in accordance with POPIA. Information Regulator email: complaints.IR@justice.gov.za

1.8 PAIA / access to information

For formal information requests under applicable access to information laws, contact help@easyinstitute.co.za

Our Information Officer can be contacted at the same address for POPIA related queries.

2.1 What are cookies?

Cookies are small text files stored on your device to help websites function and remember your preferences.

2.2 How we use cookies

We use cookies to:

• keep you signed in
• remember your preferences
• improve site performance
• understand how learners use our platform

We do not use advertising cookies, and we do not sell cookie data.

2.3 Types of cookies we use

• Essential cookies: required for login, security, and core functionality.
• Performance cookies: help us understand usage patterns and improve the platform.

2.4 Managing cookies

You can disable cookies in your browser settings. However, essential features (like staying logged in) may not work correctly if cookies are disabled.

3.1 Acceptance of terms

By using the Easy Institute website or courses, you agree to these Terms of Use. If you do not agree, please do not use the platform.

We may update these terms from time to time. Continued use after updates means you accept the revised terms.

3.2 Your responsibilities

You agree to:

• provide accurate information
• keep your login details secure
• use the platform for lawful, professional purposes
• not share your account or course materials
• not interfere with or disrupt the platform

You are responsible for all activity under your account.

You must ensure that your personal information, including your name and ID number, is accurate for certificate issuance.

3.3 CPD, accreditation and certificates

Easy Institute provides CPD modules accredited through a SAQA recognised professional body..

• CPD hours are recorded based on completed modules and assessments (where applicable).
• Certificates are issued through your dashboard.
• You are responsible for ensuring CPD suitability for your role or professional body.

Acceptance of CPD hours remains at the discretion of your employer, licence holder, professional body, or regulator. Easy Institute is not responsible for acceptance decisions made by third parties.

3.4 CPD methodology

To ensure accuracy and consistency:

• CPD hours are based on structured learning time.
• Video duration, activities, and assessments contribute to total hours.
• Completion is required for hours to count.
• Records are retained for 5 years.

3.5 Payments, subscriptions and refunds

Unless otherwise stated:

• fees are payable in advance
• access continues for the duration of your subscription or course period
• refunds are only provided where required by South African consumer law or where explicitly stated for a specific product

If you experience technical issues, contact help@easyinstitute.co.za so we can assist..

Access will only activate once payment is successfully received and verified.

3.6 Intellectual property

All content—including videos, scripts, case studies, illustrations, graphics, and written materials—is owned by Easy Institute or used under licence.

You may not:

• copy, reproduce, distribute, or modify our content
• share course materials with others
• remove copyright or proprietary notices

3.7 Platform availability

We aim for reliable access but may perform maintenance or updates. We do not guarantee uninterrupted service.

3.8 Disclaimers

Our content is for education and professional development. It does not constitute legal, financial, tax, or regulatory advice.

You remain responsible for:

• applying professional judgement
• complying with laws and internal policies
• seeking independent advice where necessary

3.9 Limitation of liability

To the extent permitted by law:

• Easy Institute is not liable for indirect, consequential, or special damages
• Our total liability is limited to the amount you paid for the course or subscription giving rise to the claim.

Nothing in these terms limits liability where such limitation would be unlawful.

3.10 Third-party links

We may link to third party websites. We are not responsible for their content, security, or privacy practices.

3.11 Feedback and complaints

If you have feedback or a complaint:

Email help@easyinstitute.co.za with “Complaint” in the subject line. We aim to acknowledge within 2 business days and resolve within 10 business days.

3.12 Governing law and jurisdiction

These terms are governed by the laws of the Republic of South Africa. Any disputes arising out of or in connection with these terms will be subject to the exclusive jurisdiction of the South African courts.

For privacy queries, support, or rights requests:

Email: help@easyinstitute.co.za

Enterprise name: EASYINSTITUTE

Registration number: K2025647703

Information Officer: help@easyinstitute.co.za