{"id":396,"date":"2021-06-04T12:05:21","date_gmt":"2021-06-04T12:05:21","guid":{"rendered":"https:\/\/evafinancialsolutions.co.za\/newsite\/?p=396"},"modified":"2024-09-13T12:34:34","modified_gmt":"2024-09-13T12:34:34","slug":"your-personal-data-room","status":"publish","type":"post","link":"https:\/\/evafinancialsolutions.co.za\/newsite\/your-personal-data-room\/","title":{"rendered":"Your personal data-room"},"content":{"rendered":"<div id=\"ember8779\" class=\"ember-view\">\n<div class=\"reader-article-content\" dir=\"ltr\">\n<p>Your personal data room is a place where you keep all your important documents, whether online or in a physical file.<\/p>\n<hr \/>\n<p>Your personal data room should include:<\/p>\n<ul>\n<li>Your latest bank statements<\/li>\n<li>Your latest payslip<\/li>\n<li>Certified copies of your passport, permit and\/or ID documents<\/li>\n<li>Certified copies of your birth certificates<\/li>\n<li>Medical records for yourself and your dependents<\/li>\n<li>Your latest income tax assessment and other supporting documents<\/li>\n<li>Your latest statement of assets and liabilities<\/li>\n<li>Investment and insurance policies<\/li>\n<li>If you run a business, your latest financial statements<\/li>\n<li>Title deeds and registration documents for your vehicles<\/li>\n<li>Wills and testaments<\/li>\n<\/ul>\n<hr \/>\n<p><em>A personal data file is important because:<\/em><\/p>\n<ul>\n<li>You will have all your important documents in one place<\/li>\n<li>You will make and have a one-pager document with all your investments, bank account details, policy providers and account numbers.<\/li>\n<li>In cases of emergencies, you will not have to run around to get your documents when (e.g. applying for finance or other life-essential requirements). Also, remember some bankers love dealing with organised people<\/li>\n<li>It will make it easier for your loved ones once you are no longer there<\/li>\n<li>Putting together your personal data-room may also help you discover policies, bank accounts or investments that you had forgotten about<\/li>\n<li>You may also discover credit card or retail shops\u2019 card that you no longer use but where you are still be charged certain fees. You will have an opportunity to destroy these cards and close all accounts that you no longer use.<\/li>\n<li>Going through your bank statements may help you identify unauthorised transactions. This will help you save and cut unnecessary costs.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>I hope you will find this useful.<\/p>\n<p><em>Acknowledgement \u2013 encamoneymatters<\/em><\/p>\n<\/div>\n<\/div>\n<div class=\"reader-flag-content__wrapper mb4 clear-both\">\n<hr \/>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/evafinancialsolutions.co.za\/newsite\/your-personal-data-room\/#Leave_a_message\" >Leave a message<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/evafinancialsolutions.co.za\/newsite\/your-personal-data-room\/#Subscribe_now\" >Subscribe now:<\/a><\/li><\/ul><\/nav><\/div>\n<h4><span class=\"ez-toc-section\" id=\"Leave_a_message\"><\/span>Leave a message<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<div class=\"forminator-ui forminator-custom-form forminator-custom-form-1032 forminator-design--default  forminator_ajax draft-enabled\" data-forminator-render=\"0\" data-form=\"forminator-module-1032\" data-uid=\"69f10c829dcb8\"><br\/><\/div><form\r\n\t\t\t\tid=\"forminator-module-1032\"\r\n\t\t\t\tclass=\"forminator-ui forminator-custom-form forminator-custom-form-1032 forminator-design--default  forminator_ajax draft-enabled\"\r\n\t\t\t\tmethod=\"post\"\r\n\t\t\t\tdata-forminator-render=\"0\"\r\n\t\t\t\tdata-form-id=\"1032\"\r\n\t\t\t\t\r\n\t\t\t\tdata-design=\"default\"\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tdata-grid=\"open\"\r\n\t\t\t\t\r\n\t\t\t\t\r\n\t\t\t\tstyle=\"display: none;\"\r\n\t\t\t\t\r\n\t\t\t\tdata-uid=\"69f10c829dcb8\"\r\n\t\t\t><div role=\"alert\" aria-live=\"polite\" class=\"forminator-response-message forminator-error\" aria-hidden=\"true\"><\/div><div class=\"forminator-row\"><div id=\"name-1\" class=\"forminator-field-name forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-name-1_69f10c829dcb8\" id=\"forminator-field-name-1_69f10c829dcb8-label\" class=\"forminator-label\">First Name <span class=\"forminator-required\">*<\/span><\/label><input type=\"text\" name=\"name-1\" value=\"\" placeholder=\"E.g. 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aria-hidden=\"true\"><\/div><div class=\"forminator-row\"><div id=\"name-1\" class=\"forminator-field-name forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-name-1_69f10c82a4912\" id=\"forminator-field-name-1_69f10c82a4912-label\" class=\"forminator-label\">First Name <span class=\"forminator-required\">*<\/span><\/label><input type=\"text\" name=\"name-1\" value=\"\" placeholder=\"E.g. John\" id=\"forminator-field-name-1_69f10c82a4912\" class=\"forminator-input forminator-name--field\" aria-required=\"true\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"email-1\" class=\"forminator-field-email forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-email-1_69f10c82a4912\" id=\"forminator-field-email-1_69f10c82a4912-label\" class=\"forminator-label\">Email Address <span class=\"forminator-required\">*<\/span><\/label><input type=\"email\" name=\"email-1\" value=\"\" placeholder=\"E.g. john@doe.com\" id=\"forminator-field-email-1_69f10c82a4912\" class=\"forminator-input forminator-email--field\" data-required=\"true\" aria-required=\"true\" \/><\/div><\/div><\/div><input type=\"hidden\" name=\"referer_url\" value=\"\" \/><div class=\"forminator-row forminator-row-last\"><div class=\"forminator-col\"><div class=\"forminator-field\"><button class=\"forminator-button forminator-button-submit\">Subscribe<\/button><a href=\"#\" class=\"forminator-save-draft-link disabled\" title=\"Fill in form fields before saving it as a draft\" formnovalidate>Save as Draft<\/a><\/div><\/div><\/div><input type=\"hidden\" id=\"forminator_nonce\" name=\"forminator_nonce\" value=\"94c041659a\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/newsite\/wp-json\/wp\/v2\/posts\/396\" \/><input type=\"hidden\" name=\"form_id\" value=\"1010\"><input type=\"hidden\" name=\"page_id\" value=\"396\"><input type=\"hidden\" name=\"form_type\" value=\"default\"><input type=\"hidden\" name=\"current_url\" value=\"https:\/\/evafinancialsolutions.co.za\/newsite\/your-personal-data-room\/\"><input type=\"hidden\" name=\"render_id\" value=\"0\"><input type=\"hidden\" name=\"action\" value=\"forminator_submit_form_custom-forms\"><input type=\"hidden\" name=\"save_draft\" value=\"false\"><label for=\"input_3\" class=\"forminator-hidden\" aria-hidden=\"true\">Please do not fill in this field. <input id=\"input_3\" type=\"text\" name=\"input_3\" value=\"\" autocomplete=\"off\"><\/label><\/form>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Your personal data room is a place where you keep all your important documents, whether online or in a physical file. Your personal data room should include: Your latest bank statements Your latest payslip Certified copies of your passport, permit and\/or ID documents Certified copies of your birth certificates Medical records for yourself and your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[61,56,60],"tags":[],"class_list":["post-396","post","type-post","status-publish","format-standard","hentry","category-investor-readiness","category-accounting-and-bookkeeping","category-financial-reporting"],"_links":{"self":[{"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/posts\/396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/comments?post=396"}],"version-history":[{"count":3,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/posts\/396\/revisions"}],"predecessor-version":[{"id":1068,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/posts\/396\/revisions\/1068"}],"wp:attachment":[{"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/media?parent=396"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/categories?post=396"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/evafinancialsolutions.co.za\/newsite\/wp-json\/wp\/v2\/tags?post=396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}