Privacy Policy And Data Use Disclaimer
Effective Date: January, 1, 2026
Purpose and Policy Statement
This Privacy Policy and Data Use Disclaimer describes how Afintrix Advisory Analytics LLC (“Afintrix,” “we,” “us,” or “our”) collects, uses, stores, discloses, and protects information obtained through its operations, engagements, and digital interactions.
Afintrix is an advisory, analytics, and governance firm providing structured oversight, compliance, and financial analysis support. This policy applies to information handled by Afintrix in connection with its services, internal operations, and public-facing digital content.
Scope of Application
This policy applies to information collected from or about:
- Clients and prospective clients
- Website visitors and individuals who submit inquiries
- Vendors, contractors, and business contacts
- Employees and contractors, where applicable
This policy governs personal, business, financial, technical, and engagement-related information handled by Afintrix.
Information Collected
Afintrix may collect and process information including, but not limited to:
a. Personal Information
- Name, email address, mailing address, telephone number, Social Security Number, Date of Birth, etc.
- Professional or business contact details
- Government-issued identifiers where required for engagement-related purposes
- Financial records, accounting data, tax-related documentation, and transactional information provided for analytical or oversight review
- Engagement-related correspondence and supporting materials
- IP address, browser type, device information, and website interaction data
- Information collected through cookies or similar technologies, as described in the Cookies and Tracking Technologies Policy
Information is collected directly from individuals, authorized representatives, or through lawful business interactions.
Purpose of Data Use
Information is collected and used solely for legitimate business and operational purposes, including:
- Evaluating and managing engagements
- Providing oversight, analytical, compliance, and governance support
- Communicating with clients, vendors, and contacts
- Maintaining internal records and documentation integrity
- Meeting legal, regulatory, and recordkeeping obligations
- Protecting systems, data, and operational security
Information is not used for advertising profiling or automated decision-making.
Legal Basis for Processing
Information is processed based on one or more of the following grounds, as applicable:
- Performance of an engagement or contractual relationship
- Compliance with legal or regulatory obligations
- Legitimate business interests related to operations, documentation, and risk management
- Consent, where required
Disclosure of Information
Afintrix may disclose information only as necessary to:
- Service providers supporting operational or technical functions
- Legal, regulatory, or governmental authorities where required by law
- Professional advisers assisting with compliance or risk management
Afintrix does not sell personal information and does not disclose information for advertising or marketing purposes.
Data Protection and Security
Afintrix maintains reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, or misuse.
Information security practices are governed by the Data Protection and Security Policy.
Data Retention
Information is retained only for as long as necessary to fulfill operational, legal, regulatory, and documentation requirements.
Retention periods are governed by the Record Retention and Document Management Policy.
Individual Rights and Requests
Where required by applicable law, individuals may request access to, correction of, or deletion of personal information.
Requests may be submitted using the contact information provided on the Afintrix website. Requests are reviewed and addressed in accordance with applicable legal requirements and exemptions.
External Links and Third-Party Content
Afintrix digital content may include links to third-party websites or resources. Afintrix does not control third-party content and is not responsible for their privacy practices.
Disclaimer of Reliance
Information provided on the Afintrix website or through general communications is for informational purposes only and does not constitute legal, financial, or regulatory advice.
Updates to This Policy
This policy may be updated periodically to reflect changes in law, regulatory guidance, or firm practices. Updates will be posted with a revised effective date.
