Privacy Policy

Identity & KYC Data

When you register as an investor or submit an application, we collect government-issued identification, proof of accredited investor status, tax identification numbers, beneficial ownership information, and other documentation required by applicable anti-money laundering and know-your-customer regulations. This data is collected directly from you and, where applicable, from third-party verification providers.

Usage & Platform Data

We collect information about how you interact with the Platform, including pages visited, documents accessed, investment activities, session timestamps, and feature usage. This data is collected automatically through server logs and first-party analytics.

Device & Technical Data

We collect IP addresses, browser type and version, operating system, device identifiers, and cookie data. This information is used to maintain security, detect unauthorized access, and optimize the Platform experience.

Service Providers

We share investor data with vetted third-party service providers who perform services on our behalf, including fund administrators, custodians, transfer agents, tax advisors, legal counsel, IT service providers, and identity verification platforms. These providers are contractually prohibited from using your data for any purpose other than performing services for Aurion.

Regulatory & Legal Disclosures

We may disclose your personal data to regulators, law enforcement agencies, courts, or other government authorities where required by applicable law, court order, or regulatory request. We will notify you of such disclosures where legally permitted to do so.

We Never Sell Your Data

Aurion Capital Group does not sell, rent, or trade personal data to third parties for their own marketing or commercial purposes. Your data is used solely in connection with your investment relationship with us and the administration of the Platform.

Access & Correction

You have the right to request a copy of the personal data we hold about you and to request correction of any inaccurate or incomplete information. Requests may be submitted to privacy@aurioncapital.com. We will respond within 30 days.

Deletion & Restriction

You may request deletion of your personal data or restriction of its processing where we are not legally required to retain it. Note that certain data must be retained for periods mandated by law (including AML records for a minimum of five years) and cannot be deleted upon request during that period.

Residents of California

California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know, the right to delete, and the right to opt out of the sale of personal information. We do not sell personal information. To submit a CCPA request, contact privacy@aurioncapital.com.

Data Retention

We retain personal data for as long as your investor account remains active and for as long thereafter as required by law or necessary to fulfill legitimate business purposes. AML and KYC records are retained for a minimum of five years following the closure of an account, consistent with federal requirements. Tax records are retained for seven years. You may request information about the specific retention schedule applicable to your data by contacting us at privacy@aurioncapital.com.

Cookies

The Platform uses strictly necessary session cookies to maintain authenticated sessions. We do not use third-party advertising cookies or behavioral tracking cookies. Analytics data is collected using first-party methods only. You may disable cookies in your browser settings; however, doing so will prevent you from logging in to the Platform.