Privacy Policy

This Privacy Policy explains how Finthrive collects, uses, shares, and safeguards personal data related to our advisory and protection services in Mexico. It applies to interactions through our website, email, phone, and in-person meetings at our office in Puebla. By engaging with our services, you acknowledge that you have read this document and understand the practices described here.

Data we collect. We may collect identifiers (such as name, email, and phone), professional details (such as role and company), and service-related records (such as claim references, documents, and feedback). Technical data from site visits can include device type, browser, pages viewed, and approximate location derived from IP. When you send forms or emails, the content you provide is processed to deliver assistance.

Purpose and legal bases. We process data to deliver advisory, respond to requests, arrange appointments, prepare quotes, assist with claims, improve our offerings, and meet compliance duties applicable in Mexico. The main bases are your request for services, consent where required (for example, marketing subscriptions), and our legitimate interests in operating, securing, and improving the service.

Sharing. We may share data with service providers that help with hosting, communication, document handling, analytics, payments, and customer support. When coverage or claims are involved, data may be shared with carriers, adjusters, banks, or specialized experts to complete requested actions. We require appropriate safeguards and limit processing to the purposes described here.

Retention. We keep data for the period needed to fulfill the purposes above, considering legal, tax, and audit requirements in Mexico. Specific retention windows depend on record type and regulatory guidance. When data is *** longer required, we aim to archive or delete it using reasonable measures.

Your rights. Subject to local law, you may request access, rectification, erasure, restriction, or portability of your personal data. You may withdraw consent for marketing at any time. We will respond within a reasonable time frame. To submit a request, contact us using the details below and specify the scope of your inquiry.

Security. We apply administrative, technical, and physical safeguards designed to protect personal data against unauthorized access, alteration, or misuse. These measures evolve with industry practices and risk conditions. Despite our efforts, *** method can guarantee absolute security in every circumstance, but we work to minimize exposure and respond promptly to incidents.

International aspects. Service providers or partners may operate outside Mexico. When transfers occur, we seek appropriate protections, such as contractual commitments and risk assessments aligned with applicable rules.

Cookies and preferences. Our site may use cookies and similar technologies for essential functions, performance measurement, and experience enhancement. Through the cookie banner you can accept or reject optional categories. Settings can be updated by clearing cookies and reloading the site, which will surface the banner again.

Children. Our services are intended for business users and adults. We do not target children, and we request that guardians contact us if data about a minor was sent inadvertently so that we can address it.

Updates. We may update this Policy from time to time. Material changes will be communicated through our site or direct messages when appropriate. The revision date at the top reflects the latest version.

Contact. To exercise rights or ask questions, reach Finthrive at [email protected] or call +525512876341. Address: Calle 5 de Mayo 10, Centro, Puebla, 72000, México. Additional information about legal matters is available under Legal information.