Privacy notice and legal information

Horizonte Patrimonial, S.A.S. de C.V., located at Miguel Hidalgo 480 P, Monterrey, Nuevo León, 64000, Mexico (“Horizonte Patrimonial”, “we”), is responsible for processing your personal data in accordance with the Federal Law on the Protection of Personal Data Held by Private Parties, in force since March 21, 2025 (the “Law”). The competent authority is the Secretaría Anticorrupción y Buen Gobierno (Secretariat of Anti-Corruption and Good Governance).

Horizonte Patrimonial operates as the advisory brand of an agent authorized to distribute Seguros Atlas products. We are not the insurance company; the issuance and backing of any plan are the responsibility of the corresponding insurer once purchased.

Through this site we collect only the data needed to schedule your financial assessment: name, phone, email, country of residence, goal and preferred contact time.

Sensitive data (such as health information) is never collected through this website. When needed, that information is collected only privately and confidentially during your Financial Needs Analysis (ANF) session, directly with your advisor.

Purposes that do not require your additional consent: contacting you to schedule your assessment and following up on your request. Purpose that does require your consent (optional checkbox in the form): sending you information and reminders about financial strategies. If you don’t check it, you will not receive promotional communications.

Categories of data: identification and contact (name, phone, email, country of residence) and preferences (goal, schedule). We do not collect sensitive personal data on this site.

Contact channels and tools: the form opens WhatsApp (Meta) with your pre-filled message; once you send it, that service processes your information under its own policies. In addition, the form data passes through Make (an automation platform acting as a service provider) and is stored in a restricted-access spreadsheet on Google services; Google also acts as a service provider and may store the information on servers located outside Mexico. If we enable analytics or advertising (for example Google Analytics, Meta Pixel or TikTok Pixel), we will state it here.

Your information is not sold, rented or transferred to third parties for commercial or advertising purposes. It may only be shared with the corresponding insurance company if you decide to purchase a strategy, and with providers who help us operate the service (for example, scheduling or messaging tools), who are obliged to protect your information under the same standards.

We keep your information only as long as needed for the purposes described or while a relationship with you exists, and we safeguard it with reasonable administrative and technical security measures.

You have the right to Access, Rectify, Cancel or Object (ARCO rights) to the processing of your personal data, as well as to withdraw your consent at any time. To exercise these rights, write to us at dreyes@horizontepatrimonial.mx stating your full name and the specific request.

The calculator on this page offers illustrative projections for educational purposes. It is not a quote, offer, proposal or guarantee of performance, return or value over time. Actual figures depend on the plan, age, health, currency and conditions in force at the time of your Financial Needs Analysis (ANF).

The product information in the catalog is for guidance only and may vary according to Seguros Atlas’s enrollment conditions, underwriting and current availability.

This notice may be updated to reflect changes in our practices or in applicable regulations. The current version will always be available on this page.

Last updated: October 2026. This English version is provided as a courtesy; if there is any discrepancy, the Spanish version prevails.

If you check the optional box on the form about land or homes, we will share your name, phone, email, country of residence and your interest with Ciudad Maderas, only so they can contact you about those products. Ciudad Maderas will process that data under its own privacy notice.

This box is independent of your protection diagnosis and is not mandatory. You can withdraw your consent by writing to dreyes@horizontepatrimonial.mx. Health or detailed income data is not collected through this site.

If you download the guide, we collect your name, email, WhatsApp and country of residence to deliver the file and contact you about your request. The optional box authorizes us to send you information and reminders about financial strategies. Data is stored as described in this notice. You can withdraw your consent by writing to dreyes@horizontepatrimonial.mx.