Aurum Asset Management LLC (“Aurum,” “we,” “our,” or “us”) is committed to protecting the privacy and security of personal information. This Privacy Policy explains how we collect, use, disclose and safeguard personal information when you visit aurumasset.us (the “Website”), contact us, or engage us for offering administration, fund administration, corporate or multi-family office services. It applies to clients, investors, partners, prospective clients and visitors to our Website.
Information you provide to us.
Information collected automatically. When you visit the Website, we and our hosting and analytics providers may collect your IP address, browser type, device information, pages visited, referring website, and the date and time of your visit, using cookies and similar technologies.
Information from third parties. We may receive information from identity verification, sanctions and politically exposed person (PEP) screening providers, public registers, and advisers, custodians, fund managers or family members who introduce you or act on your behalf.
Aurum is based in the United States and serves clients in Brazil and other jurisdictions. Your personal information may be transferred to, stored and processed in the United States and other countries whose data protection laws may differ from those of your country. Where required, we use appropriate safeguards, such as contractual protections, for these transfers.
Client records are retained for the period required under applicable laws (minimum 5 years), or longer where necessary for regulatory compliance. Website inquiries that do not result in an engagement are kept only as long as reasonably necessary to respond and maintain business records.
Aurum employs physical, electronic and procedural safeguards consistent with industry standards, including encryption, access controls and multi-factor authentication. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Depending on where you live, you may have the right to:
Residents of Brazil may have rights under the Lei Geral de Proteção de Dados (LGPD), residents of certain U.S. states may have rights under state privacy laws, and residents of the European Economic Area or United Kingdom may have rights under the GDPR. To exercise any right, contact us at the address below. We will verify your identity and respond within the time required by applicable law. Some requests may be limited by our legal and regulatory record-keeping obligations, such as anti-money laundering requirements. We will not discriminate against you for exercising your rights.
The Website contains links to third-party websites, including our client portal, which is operated by a third-party provider on Aurum’s behalf. Information you submit through those services is also subject to the provider’s own privacy practices.
The Website and our services are not directed to individuals under 18, and we do not knowingly collect personal information from them through the Website.
We may update this Privacy Policy from time to time. The “Last updated” date shows when it was last revised. Where required by law, we will notify you of material changes.
For privacy inquiries or to exercise your rights, please contact Aurum Asset Management LLC, Attention: Compliance, at compliance@aurumasset.us.
