Aureus Advisors Privacy Policy
1. Introduction
At Aureus Advisors, we value your privacy and are committed to protecting your personal information.
This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you access or use the online services provided by Aureus Advisors and its affiliates (“Aureus”), including all websites, platforms, or services that reference this Policy (“our Online Services”).
Depending on your relationship with us, the type of financial or advisory services you receive, and your jurisdiction of residence, additional privacy principles or notices may apply. For instance, if you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA).
2. How We Protect Your Information
Aureus Advisors maintains strict standards for data security and confidentiality.
We implement physical, electronic, and procedural safeguards consistent with applicable legal standards to prevent unauthorized access, disclosure, alteration, or destruction of personal data.
All Aureus employees are required to comply with internal policies and procedures related to data privacy and security.
3. Information We Collect and How We Use It
When you use our Online Services, we may collect and process the following categories of personal information:
– Identification Information: Name, email address, mailing address, phone number, and account details.
– Authentication Information: Username, password, government-issued identification (e.g., passport or ID number), or Social Security Number (SSN).
– Financial Information: Payment card details, account statements, and transaction records.
– Location Information: Postal code or limited geolocation to identify nearby Aureus offices or events.
– Optional Information: Gender, nationality, race, or biometric identifiers (e.g., fingerprints or facial data), where permitted or required by law.
We may also collect technical and behavioral information such as:
– IP address, device type, operating system, and browser information;
– The pages you visit, the referring website, and subsequent browsing activity.
We may combine online data with information obtained during business interactions to:
– Deliver, improve, and personalize our services;
– Conduct research and data analysis;
– Support risk management and compliance;
– Communicate investment updates, insights, and marketing materials related to Aureus.
4. Sources of Information
In addition to information you provide directly, we may collect personal information from:
– Public databases or social media platforms (to the extent you make information publicly available);
– Third-party data providers, financial partners, or market intelligence sources;
– Credit reporting agencies and regulatory authorities, as permitted by law.
5. Legal Basis for Processing
We process your personal information based on one or more of the following legal grounds:
– Consent: You have provided explicit consent for specific processing activities.
– Contractual Necessity: Processing is necessary to perform a contract or deliver requested services.
– Legal Compliance: Processing is required to comply with applicable laws and regulations.
– Legitimate Interests: We pursue legitimate business purposes such as improving products, ensuring system security, or preventing fraud.
– Vital Interests: Processing is necessary to protect your life, health, or safety or that of others.
6. Data Retention and Accuracy
We retain personal data only for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required by law.
We take reasonable steps to keep your information accurate, complete, and up to date.
You may review or update your information by logging into your client account or contacting Aureus customer support.
7. Information Sharing
We may share your personal information under the following circumstances:
1. Within the Aureus Group: To provide integrated advisory and financial services.
2. Legal and Regulatory Requirements: When required by applicable laws, regulations, or legal proceedings.
3. Fraud Prevention and Risk Management: To detect, prevent, or investigate fraud, money laundering, or other unlawful activities.
4. Third-Party Service Providers: With vendors that perform services such as data processing, IT hosting, or customer support under strict confidentiality obligations.
5. Corporate Transactions: In connection with mergers, acquisitions, reorganizations, or sales of business assets.
8. International Data Transfers
As a global advisory organization, Aureus Advisors may transfer your personal data to servers or partners located outside your home country.
We ensure that such transfers comply with applicable data protection laws and implement contractual and technical safeguards such as the EU Standard Contractual Clauses (SCCs) or other recognized mechanisms.
9. Your Rights and Choices
Depending on applicable law, you may have the right to:
– Access and receive a copy of your personal data;
– Request correction of inaccurate or incomplete information;
– Request deletion or restriction of processing;
– Object to processing, including for marketing purposes;
– Exercise data portability to another service provider;
– Withdraw your consent at any time;
– Lodge a complaint with a data protection authority.
To exercise these rights, please contact us using the details provided below.
10. Advertising and Third-Party Tracking
Aureus Advisors does not permit unaffiliated third parties to collect information about your online activities across websites for advertising purposes.
We do not use external behavioral data to deliver targeted advertisements.
If this policy changes in the future, we will provide clear notice and an opt-out option.
11. Policy Updates
We may update this Privacy Policy periodically to reflect changes in law, technology, or company practices.
Any significant updates will be communicated via our website or by email.
We encourage you to review this Policy regularly to stay informed.
12. Contact Us
If you have any questions, comments, or concerns about this Privacy Policy or our handling of your personal data, please contact us at:
Aureus Advisors Corporate Office
Email: [Insert official contact email]
