Privacy policy.

Humaris Financial Group – Privacy Policy

Effective Date: 12/30/2025

Humaris Financial Group (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, www.humarisfinancialgroup.com, or engage with our consulting services.

By using our website or providing us with your information, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

A. Information You Provide Directly

• Contact information (name, email, phone number)

• Business details provided during consultations or through inquiry forms

• Documents voluntarily uploaded or shared for consulting purposes

• Messages submitted through our contact or inquiry forms

B. Automatically Collected Information

When you visit our website, we may collect:

• IP address

• Browser type and device information

• Pages visited and time spent on our site

• Cookies and similar tracking technologies

This data helps us understand how visitors use our site and improve our services.

2. How We Use Your Information

We use the information we collect to:

• Provide and improve our consulting services

• Respond to inquiries, requests, and client communications

• Deliver documents, proposals, or service-related materials

• Analyze website performance and user behavior

• Enhance security and prevent fraud

• Comply with legal or regulatory obligations

We do not sell or rent your information to third parties.

3. Sharing Your Information

We may share your information only in the following situations:

• With trusted service providers (e.g., secure document storage, analytics tools)

• With tax or accounting partners if you specifically engage us for services requiring them

• To comply with legal obligations, such as court orders or regulatory requirements

• With your explicit consent

All third-party partners are required to maintain the confidentiality and security of your data.

4. Data Security

We implement a variety of security measures to protect your information, including:

• Secure cloud-based storage with access controls

• Encryption where appropriate

• Limited access to sensitive data

• Regular monitoring for potential threats

No method of transmission or storage is 100% secure, but we are committed to safeguarding your data using industry-standard practices.

5. Data Retention

We retain your information only as long as necessary to:

• Fulfill our consulting services

• Meet legal or regulatory retention requirements

• Support your ongoing business needs

You may request deletion of your information at any time unless retention is legally required.

6. Your Rights

Depending on your location, you may have the right to:

• Access the personal data we hold about you

• Request corrections or updates

• Request deletion of your data

• Withdraw consent for communications

• Request a copy of your data

To exercise your rights, contact us at:

📧 FrontOffice@HumarisFinancialGroup.com

7. Cookies & Tracking Technologies

We may use cookies to:

• Improve site performance

• Understand how visitors interact with our website

• Enhance user experience

You can adjust your browser settings to block or delete cookies.

8. Links to Third-Party Sites

Our website may contain links to external websites.

We are not responsible for the privacy practices or content on third-party sites. We encourage you to review their privacy policies.

9. Children’s Privacy

Our services are intended for adults and business owners.

We do not knowingly collect information from individuals under the age of 18.

10. Updates to This Policy

We may update this Privacy Policy periodically.

The “Effective Date” at the top indicates when changes were last made.

11. Contact Us

For any questions about this Privacy Policy or how your data is handled, please contact us at:

📧 FrontOffice@HumarisFinancialGroup.com

🌐 www.humarisfinancialgroup.com