Privacy Policy

1. Who We Are

Aureus Wealth Management ("we", "us", or "our") provides AI-driven portfolio optimisation tools and related informational services to visitors of this website. References to "you" or "your" mean any individual who accesses our website or engages with our services.

2. Information We Collect

We may collect the following categories of information when you interact with our website:

• Contact details you provide, such as your name, email address, and phone number, when submitting a form or enquiry.
• Account or profile information you supply when registering interest in our services.
• Technical data, including IP address, browser type, device information, and pages visited, collected automatically through standard web technologies.
• Communications you send us, including messages, feedback, and support requests.

3. How We Use Your Information

We use the information we collect for purposes that may include:

• Responding to enquiries and providing the information or services you request.
• Operating, maintaining, and improving our website and its functionality.
• Communicating with you about updates, offers, or matters relevant to our services, where permitted.
• Monitoring website usage for security, analytics, and performance purposes.
• Complying with legal obligations and enforcing our terms of service.

4. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, our legitimate interests in operating and improving our services, and compliance with legal obligations.

5. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience, analyse traffic, and understand how visitors interact with our content. You can control cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of parts of our website.

6. Sharing of Information

We do not sell your personal information. We may share information with:

• Service providers who assist us with website hosting, analytics, communication, or related operational functions, under appropriate confidentiality obligations.
• Professional advisors, such as legal or financial consultants, where necessary.
• Regulatory or governmental authorities, where required by law or to protect our legal rights.
• A successor entity in the event of a merger, acquisition, or sale of business assets.

7. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes described in this policy, including satisfying any legal, accounting, or reporting requirements. When information is no longer needed, we take reasonable steps to delete or anonymise it.

8. Data Security

We implement reasonable technical and organisational measures designed to protect the information we hold against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your Rights

Depending on your location and applicable law, you may have rights regarding your personal information, which can include the right to access, correct, delete, restrict, or object to certain processing, as well as the right to data portability and the right to withdraw consent where processing is based on consent. To exercise any of these rights, please contact us using the details on our Contact page.

10. International Transfers

Where information is transferred outside of your country of residence, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements.

11. Children's Privacy

Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies separately.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be posted on this page, and where appropriate, we will notify you through other means.

14. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please reach out via the details provided on our Contact page.