CB Strategy Privacy Notice

Last updated: 01/04/2025

CB STRATEGY TAX MEXICO, SC (hereinafter "CB Strategy", "we", "our", "the company") is responsible for the processing of the personal data you provide to us and for its protection. In this Privacy Notice, we explain how we collect, use, protect, and store your personal data, as well as the rights you have over your information. This Notice applies to all users who interact with our services and the Website. www.strategycb.com (the “Website”).

1. Controller of Personal Data

CB Strategy is responsible for the processing of your personal data, which may be collected when you interact with us through our Website, social media, direct contact, or any other means related to our services. If you have any questions or want to exercise your rights, you can contact our privacy officer via email. privacy@strategycb.com.

2. Personal Data We Collect

Depending on your interaction with us and the services you request, we may collect the following categories of personal data:

Personal Identification Data:
– Full name, email address, physical address, telephone number, job title, company or entity name, etc.
Financial Data:
– Information related to payments, bank accounts, or any other information related to business transactions, only in cases where it is necessary.
Navigation Data:
– Information you provide when you access our Website, such as your IP address, device type, geographic location, data about your activity on the site (pages visited, forms completed, etc.), and other data derived from your interaction with the site.
Business Relationship Data:
– Information derived from interactions with our services, including projects, consulting, contracts, billing, among others.

3. Purposes of the Processing of Personal Data

The personal data we collect will be used for the following purposes:

Provision of Services:
– To execute contracts or business relationships we have with you, as well as to provide consulting, tax advisory, auditing, and other services.
Communication and Marketing:
– To keep you informed about our services, new products, updates, events, research, or any other information we consider relevant and that may be of interest to you.
Improving the Website Experience:
– To personalize content and facilitate navigation. We use cookies and similar technologies to collect information about your interaction with our website, in order to improve usability and your browsing experience.
Compliance with Legal Obligations:
– To comply with our tax, accounting, and legal obligations, including internal audits and relations with tax authorities.
Evaluation and Improvement of Services:
– To conduct studies and analyses on the quality of our services, which help us improve and optimize our processes.

4. Use of Cookies and Tracking Technologies

Our Website uses cookies and similar tracking technologies to personalize your online experience and improve our services. Cookies are small files that are stored on your device when you access the Website.

– Essential Cookies: They are necessary for the basic functioning of the Website, such as navigation between pages and access to protected areas.
– Performance Cookies: They allow us to analyze how users interact with the Website, including the pages visited and the duration of their visits. This information helps us improve the structure and content of the site.
– Functionality Cookies: They allow you to personalize your experience by remembering your preferences and settings.
– Advertising Cookies: They are used to deliver more relevant ads based on your interests and browsing behavior.

You can control or disable cookies through your browser settings. However, please note that if you disable some cookies, certain features of our Website may be limited.

5. Data Transfer

CB Strategy may transfer your personal data to third parties with whom we have collaboration agreements, such as service providers, consultants, auditors, or tax authorities, when necessary to fulfill the purposes described in this Privacy Notice. All third parties with whom we share your data are required to protect the confidentiality of your personal data and use it exclusively for the stated purposes.

6. Security of Personal Data

We are committed to taking the necessary measures to protect the security of your personal data, using advanced technologies and procedures to prevent unauthorized access, alteration, disclosure, or destruction of your information. However, it is important to note that no security system is foolproof, and we cannot guarantee absolute security.

7. ARCO Rights (Access, Rectification, Cancellation and Opposition)

You have the right to access, rectify, erase, or object to the processing of your personal data. If you wish to exercise any of these rights, you can send us a written request to the following email address: privacy@strategycb.comIn your request, please clearly specify:

– Full name
– Details of the right you wish to exercise (access, rectification, cancellation or opposition)
– Any other relevant information that allows us to process your request

8. Conservation of Personal Data

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, or until you withdraw your consent. If we are required to retain information for legal, tax, or accounting reasons, the data will be retained for the corresponding period required by applicable law.

9. Changes to the Privacy Notice

CB Strategy reserves the right to modify or update this Privacy Notice at any time, so we recommend that you periodically review this document to stay informed of any changes. If any substantial changes are made, we will post them on our Website and indicate the date they were last updated.

10. Acceptance of the Privacy Notice

By using our services and interacting with our Website, you agree to the terms set forth in this Privacy Notice. If you do not agree with the terms described here, we recommend that you do not provide your personal information or use our Website or services.

11. Contact

If you have any questions or concerns regarding this Privacy Notice or the processing of your personal data, you can contact our privacy team through the following means:

Email: privacy@strategycb.com
Website: www.strategycb.com

Thank you for trusting CB Strategy. Your privacy is important to us, and we are committed to protecting your personal information in accordance with applicable laws.