Privacy at Aurelian.
Aurelian Private Advisory treats information shared through this website and the application process as confidential. This page describes the categories of information we collect and how it is used.
Information we collect
We collect information you submit through the confidential application form, including your name, contact details, professional background, financial ranges you disclose and the priorities and outcomes you describe. We also collect standard technical information such as browser type, device type and pages visited through analytics tools.
How information is used
Information is used to review applications, communicate with prospective and existing clients, coordinate advisory engagements and improve the website. Application submissions may be reviewed by members of the Aurelian office and, where appropriate, forwarded to our internal client-relationship system.
Analytics and pixels
The website may use Google Analytics, Meta Pixel and similar tools to understand aggregated usage and to measure the performance of communications. These tools may set cookies and collect anonymized activity data. You may disable cookies in your browser at any time.
Sharing
We do not sell personal information. Information may be shared with service providers who help operate the website, application system, communications and client-relationship tools. Where a client engagement requires coordination with licensed attorneys, CPAs, lenders, investment advisers or insurance professionals, information is shared only with the client’s knowledge and direction.
Retention
Application information is retained for the period necessary to evaluate the application, respond to inquiries and, where applicable, support an ongoing client engagement.
Contact
To request access, correction or deletion of your information, please contact the Aurelian office through the application form or communication address provided to you.
This policy is provided for general information and does not constitute legal advice. It may be updated from time to time.