Privacy and Data Policy

“We” refers to Aura Financial LLP.

This policy describes:

What personal information do we collect about you?

We may collect personal information from you in the course of our business, including through your use of our website, when you contact or request information from us, when you engage our specialist communication services or as a result of your relationship with one or more of our staff and clients.

The personal information that we process includes:

How we obtain your personal information

How we use your personal information

We use the information:

Use of Aura Financial LLP website

Our website may invite you to provide us with personal information, such as for email queries. We only use that information for those purposes.

Our website uses Google Analytics, a web-based analytics tool that tracks and reports on the manner in which the website is used to help us to improve it. Google Analytics does this by placing small text files called ‘cookies’ on your device. The information that the cookies collect, such as the number of visitors to the site, the pages visited and the length of time spent on the site, is aggregated and therefore anonymous.

You may refuse the use of cookies or withdraw your consent at any time by selecting the appropriate settings on your browser but please note that this may affect your use and experience of our website. By continuing to use our website without changing your privacy settings, you are agreeing to our use of cookies.

Marketing and other emails

We use personal information to understand whether you read the emails that we send to you, click on the links to the information that we include in them and whether and how you visit our website after you click on that link (immediately and on future visits).  We do this by using software that places a cookie on your device which tracks this activity and records it against your email address.  

If you receive marketing communications from us and no longer wish to do so, you may unsubscribe at any time by emailing usat info@aura-financial.com

Meetings, events and seminars

We will collect and process personal information about you in relation to your attendance at our offices or at an event organised by Aura Financial LLP or its business partners. We will only process and use special categories of personal information about your dietary or access requirements in order to cater for your needs and to meet any other legal or regulatory obligations we may have. We may share your information with IT and other service providers or business partners involved in organising or hosting the relevant event.

Specialist communication and other services

We collect, create, hold and use personal information in the course of and in connection with the services we provide to our clients.  We will process identification and background information as part of our client identification, finance, administration and marketing processes, including anti-money laundering, conflict, reputational and financial checks.  We will also process personal information provided to us by or on behalf of our clients for the purposes of the work we do for them.  The information may be disclosed to third parties to the extent reasonably necessary in connection with that work. 

On what basis we use your personal information

We use your personal information on the following bases:

How long we keep your personal information

Your personal information will be retained for various periods depending on the nature of the data.  Periods are based on the requirements of applicable data protection laws and the purpose for which the information is collected and used, taking into account legal and regulatory requirements to retain the information for a minimum period, limitation periods for taking action, good practice and Aura Financial LLP’s business purposes.

Who we share your personal information with

We may share your personal information with certain trusted third parties in accordance with contractual arrangements in place with them and/or to comply with legal or regulatory requirements, including:

While it is unlikely, we may be required to disclose your information to comply with legal or regulatory requirements, we will use reasonable endeavours to notify you before we do this, unless we are legally restricted from doing so.

If in the future we re-organise or transfer all or part of our business, we may need to transfer your information to a new Aura Financial entity through which the business of Aura Financial LLP will be carried out.

Aura Financial LLP may use social media sites such as Facebook, LinkedIn and Twitter.  If you use these services, you should review their privacy policy for more information on how they deal with your personal information.

We do not make personal information commercially available to any third party, except with your prior permission. 

How we protect your personal information

We use a variety of technical (e.g. firewalls, anti-virus software) and organisational measures to help protect your personal information from unauthorised access, use, disclosure, alteration or destruction.  

Which countries we transfer your personal information to

In order to provide our services we may need to transfer your personal information to locations outside the jurisdiction in which you provide it or where you are viewing this website for the purposes set out in this privacy policy.  This may entail a transfer of your information from a location within the European Economic Area (the “EEA”) to outside the EEA, or from outside the EEA to a location within the EEA.  

The level of information protection in countries outside the EEA may be less than that offered within the EEA. Where this is the case, we will endeavour to implement appropriate measures to ensure that your personal information remains protected and secure in accordance with applicable data protection laws.  Where our third party service providers process personal data outside the EEA in the course of providing services to us, our written agreement with them will include appropriate measures, usually standard contractual clauses.

Your rights regarding your personal information

The European Union’s General Data Protection Regulation and other applicable data protection laws provide certain rights for data subjects.  

You are entitled to request details of the information we hold about you and how we process it.  You may also have a right in accordance with applicable data protection law to have it rectified or deleted, to restrict our processing of that information, to stop unauthorised transfers of your personal information to a third party and, in some circumstances, to have personal information relating to you transferred to another organisation. You may also have the right to lodge a complaint in relation to Aura Financial LLP’s processing of your personal information with the appropriate supervisory/regulatory authority. 

If you object to the processing of your personal information, or if you have provided your consent to processing and you later choose to withdraw it, we will respect that choice in accordance with our legal obligations. 

Your objection (or withdrawal of any previously given consent) could mean that we are unable to perform the actions necessary to achieve the purposes set out above or that you may not be able to make use of the services offered by us. Please note that even after you have chosen to withdraw your consent we may be able to continue to process your personal information to the extent required or otherwise permitted by law, in particular in connection with meeting our legal and regulatory obligations.  We need to ensure that your personal information is accurate and up to date. Therefore, please advise us of any changes to your information by emailing usat info@aura-financial.com.