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Law 1266 of 2008

Law 1581 of 2012

Regulatory decree 1377 of 2013




HERITAGE FINANCIAL ADVISORS SAS, hereinafter "HERITAGE" committed to the values ​​of respect, subjection to legality, reserve, confidentiality, availability, integrity and proper handling of information and especially with the conviction in guaranteeing fundamental rights through of this, intends to comply with Law 1266 of 2008 and Law 1581 of 2012 "Law on the protection of personal data", regulated by Decree 1377 of 2013. HERITAGE identified with NIT 900875325-8 located at the address AVE. 5 # 117-13 PISO 3 of the city of Bogotá, as legal representative Mauricio Buenaventura, informs that the personal data that is collected through this website, as well as through campaigns, spreadsheets, events, portals and other formats used in activities Marketing will be treated reliably and safely for the following purposes: comply with the obligations derived from the contractual relationships established with the owner of the data; grant a guarantee on the services purchased when appropriate; inform about commercial conditions and after-sales services, among other actions derived from the business the company holds with the data holder. It is also informed that the data may be delivered safely and under the direction of HERITAGE  to service providers and / or contractors, national or foreign, and in any case will be managed in a secure computer infrastructure by HERITAGE or its managers, confidentially and will not be disclosed to third parties. They can also be handed over to competent authorities when required in accordance with their legal authority, and they can also be consulted in databases with a public vocation for risk detection.

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Current technologies must allow Companies and / or entities the efficient management, exploitation and storage of personal information that is used for the fulfillment of their corporate and business objectives, only for the purposes in which it is linked and for this reason HERITAGE will have as its main objective:


The presentation of a broad portfolio of services to accompany investment banking services described on the website


Additionally, the data and personal information obtained from the owner of the data may be processed for the following purposes, if authorized by the owner:

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  • To carry out marketing and business research, customer prospects, market trends in relation to the personal information provided by the owner of the data.

  • Design offers tailored to the client and their needs and invite them to participate in special events of their interest, among others.

  • Inform promotions to the client about the products, goods and services that may be of interest to them, in the same way sending advertising offers.

  • Send advertising and publicity about products and services to the client.

  • To deliver personal information of the owner to subsidiaries and subordinates of HERITAGE.

  • To treat the data only in development of your commercial activities related to HERITAGE.

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Likewise, the personal data of clients, employees, service providers, suppliers, natural persons with whom alliances are established in contracts and / or agreements, operators, distributors, third parties and in general, any natural person who owns the personal data. that appear registered in the databases will be used by HERITAGE in order to adequately advance all its processes in execution of the provision of its services aimed at the community and thus comply with this manual and Law 1266 of 2008, Law statutory 1581 of 2012 and its regulatory decrees.


To make effective - at any time - the rights to access, knowledge, consultation, rectification, updating and deletion of data, THE CLIENT may submit Requests, Complaints or Claims (PQR's) through the email .co or in the attention line 2154614 in Bogotá.

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