Client Information & Data Protection Policy
Britanico & Associates Financial Services
Effective Date: February 21, 2026
At Britanico & Associates Financial Services (“Britanico,” “we,” “our,” or “us”), your privacy is important to us. We are committed to protecting the personal information you share with us and ensuring transparency in how we collect, use, store, and safeguard your data.
This Client Information & Data Protection Policy explains how we handle information collected through our website:
https://www.britanicofinancial.com
1. Information We Collect
We may collect the following types of information:
A. Personal Information
When you:
Request a quote
Use our calculators or analyzers
Book an appointment
Subscribe to our newsletter
Contact us via forms, WhatsApp, or email
We may collect:
Full name
Email address
Phone number
Mailing address
Financial and insurance-related information
Date of birth (when required for quotes)
B. Technical & Usage Data
When you visit our website, we may automatically collect:
IP address
Browser type
Device type
Pages visited
Time spent on pages
Referral source
This data helps us improve website performance and client experience.
2. How We Use Your Information
We use collected information to:
Provide insurance and financial services
Generate quotes and policy recommendations
Schedule appointments
Respond to inquiries
Send newsletters and marketing communications (with consent)
Improve website functionality and user experience
Analyze engagement and website performance
Comply with regulatory and legal obligations
We do not sell or rent your personal information to third parties.
3. Communication & Marketing
If you subscribe to our newsletter or marketing updates, we may send:
Educational financial content
Policy updates
Promotional offers
Event invitations
You may unsubscribe at any time using the link in our emails.
4. Third-Party Services & Integrations
Our website may use secure third-party platforms to enhance functionality, including:
Website hosting services
CRM and client management systems
Email marketing platforms
Appointment scheduling tools
WhatsApp Chat integration
Analytics and tracking tools
These providers are required to maintain confidentiality and security of your information.
5. Cookies & Tracking Technologies
We use cookies and similar technologies to:
Improve site performance
Analyze visitor behavior
Enhance user experience
Support marketing and retargeting efforts
You may disable cookies through your browser settings, though some features may not function properly.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, or disclosure.
However, no online transmission is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
7. Data Retention
We retain personal information only as long as necessary to:
Provide requested services
Comply with legal and regulatory obligations
Resolve disputes
Enforce agreements
8. Your Privacy Rights (Canada)
If you are located in Canada, you have the right to:
Access your personal information
Request corrections
Withdraw consent (subject to legal limitations)
Request deletion where legally permissible
To make a request, contact us at:
📧 nannette@britanicofinancial.com
9. Children’s Privacy
Our services are intended for individuals 18 years and older. We do not knowingly collect personal information from minors.
10. Updates to This Policy
We may update this Client Information & Data Protection Policy periodically. Changes will be posted on this page with an updated effective date.
11. Contact Information
If you have questions regarding this Client Information & Data Protection Policy or how your information is handled, please contact:
Britanico & Associates Financial Services
Email: nannette@britanicofinancial.com
Website: https://www.britanicofinancial.com