In opening and servicing customer accounts, AURELIUS FINANCE COMPANY LIMITED needs to collect certain kinds of personal information – identifying information (such as your name, address, telephone number, and government identification number), application information (such as information about your assets, income, investment objectives, and risk preferences), and transaction information (such as account activity and transactional records). AURELIUS FINANCE COMPANY LIMITED will use personal information solely for the purposes for which it was originally collected. For example, we use the information you provide to process your requests, execute transactions, communicate with you, and evaluate your financial needs. We may share this personal information with an authorised AURELIUS FINANCE COMPANY LIMITED affiliate or service provider, or with our designated clearing partners where required for operational purposes.

We limit the collection and use of personal information to what is strictly necessary to operate our business and deliver high-quality service. This may include informing you about our products or services, those of our affiliates, or other opportunities that we believe may be relevant to you. AURELIUS FINANCE COMPANY LIMITED does not share personal information with third parties except as described in this policy, unless we are required to do so by law or unless we have obtained your explicit permission.

AURELIUS FINANCE COMPANY LIMITED reserves the right to disclose personal information under the following circumstances: (1) to authorised service providers or clearing partners to process and settle transactions; (2) when disclosure is required under applicable laws or regulations; (3) to perform credit checks or recover debts owed to us; (4) to protect our rights, assets, or the integrity of our systems; (5) to comply with anti-money laundering, counter-terrorist financing or sanctions screening obligations; or (6) upon reasonable request by authorised financial institutions or regulators.

AURELIUS FINANCE COMPANY LIMITED does not sell personal information. We maintain strict policies to ensure employees with access to sensitive information may use it only for legitimate business purposes and must protect its confidentiality at all times. We take reasonable steps to keep your data accurate and up to date. If you identify an error or require a correction, please contact us and we will amend our records promptly.

If you have questions about this Privacy Policy, please contact our Compliance Department at: +44 20 38076 494 or clients@aureliustrust.co.uk.