Privacy Policy
Last Updated: December 2025
Introduction
Aurion Partners is committed to protecting the privacy and confidentiality of personal information entrusted to us. This Privacy Policy explains our practices regarding collection, use, disclosure, and protection of personal data.
This policy applies to all personal information collected through our website, during consultations, and in the course of providing our investment consulting services. We operate in accordance with Singapore's Personal Data Protection Act (PDPA) and related regulations.
Information We Collect
We collect various types of information to provide and improve our services:
Contact Information
- Full name and preferred name
- Email address
- Phone numbers (mobile and alternative)
- Mailing address
Financial Information
- Investment account details
- Asset holdings and portfolio composition
- Income and net worth information
- Investment objectives and risk tolerance
- Tax identification numbers where relevant
Usage Data
- Website interaction information
- Browser type and operating system
- Pages visited and time spent
- Referring website addresses
Communication Records
- Email correspondence
- Phone conversation notes
- Meeting records and consultation notes
- Document submissions
Legal Basis for Processing
We process personal data based on the following legal grounds:
- Consent: You have provided explicit consent for specific processing activities
- Contract Fulfillment: Processing is necessary to provide consulting services you have engaged
- Legitimate Interest: Processing serves our legitimate business interests while respecting your rights
- Legal Obligation: Processing is required to comply with applicable laws and regulations
How We Use Your Information
We use collected information for the following purposes:
Service Delivery
Providing investment consulting services, portfolio analysis, wealth structuring advice, and quarterly reviews as contracted.
Client Communication
Responding to inquiries, scheduling consultations, sharing analysis documents, and maintaining ongoing advisory relationships.
Service Improvement
Analyzing usage patterns to enhance website functionality, refining our consultation processes, and developing new service offerings.
Regulatory Compliance
Meeting requirements under Singapore financial advisory regulations, maintaining required records, and responding to regulatory inquiries.
Security and Fraud Prevention
Protecting against unauthorized access, detecting suspicious activity, and ensuring integrity of our systems and client data.
Data Retention
We retain personal information for different periods based on the type of data and legal requirements:
- Active Client Records: Duration of advisory relationship plus seven years
- Financial Analysis Documents: Seven years following service completion
- Communication Records: Seven years from last communication
- Website Usage Data: Two years maximum
- Marketing Consent Records: Until consent withdrawn plus two years
Retention periods account for regulatory requirements, potential legal claims, and legitimate business needs. We securely delete or anonymize data when retention is no longer necessary.
Data Protection Measures
We implement comprehensive security measures to protect personal information:
Technical Safeguards
Encrypted data transmission, secure server infrastructure, access authentication systems, regular security assessments, and firewall protection.
Organizational Measures
Limited access to personal data based on job requirements, confidentiality agreements for all staff, regular security training, and documented data handling procedures.
Physical Security
Secure office premises, restricted access to file storage areas, document disposal protocols, and visitor management systems.
Breach Response
Incident response procedures, notification protocols for affected individuals, remediation measures, and reporting to relevant authorities where required.
Your Rights
Under Singapore's PDPA, you have several rights regarding your personal data:
Right to Access
Request copies of personal information we hold about you, including details about how we use it.
Right to Correction
Request correction of inaccurate or incomplete personal information in our records.
Right to Withdraw Consent
Withdraw previously given consent for specific processing activities, where consent is the legal basis.
Right to Data Portability
Request transfer of certain personal data to another organization in a structured format.
Right to Object
Object to processing based on legitimate interests or for marketing purposes.
To exercise these rights, contact us at [email protected]. We will respond within thirty days of receiving your request.
Third-Party Services
We work with select third-party service providers who may access personal information:
Analytics Providers
Website analytics services help us understand user behavior and improve our digital presence. These providers operate under their own privacy policies.
Technology Infrastructure
Cloud hosting services, email platforms, and document management systems store data on our behalf under strict confidentiality agreements.
Professional Service Providers
Legal counsel, compliance consultants, and auditors may access data as necessary for professional services, bound by their own confidentiality obligations.
All third-party providers are selected based on their privacy practices and security measures. We maintain contracts requiring appropriate data protection standards.
International Data Transfers
Our primary operations and data storage remain within Singapore. In limited circumstances, data may transfer to jurisdictions with different privacy laws:
- Cloud services with international server locations
- Communication with clients residing outside Singapore
- Professional service providers with international operations
Where transfers occur, we implement appropriate safeguards including contractual data protection clauses and verification of adequate privacy protections in destination countries.
Cookies and Tracking
Our website uses cookies and similar technologies. For detailed information about cookie usage, categories, and management options, please refer to our Cookie Policy.
Policy Updates
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or business operations. Significant changes will be communicated through:
- Website notification banner
- Email to active clients
- Consultation session discussions where applicable
Continued use of our services after policy changes constitutes acceptance of the updated terms. The "Last Updated" date at the top of this policy indicates the effective date of current provisions.
Contact Information
For questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact:
Privacy Inquiries: [email protected]
Phone: +65 6847 3291
Mail: 8 Marina View, #42-07, Asia Square Tower 1, Singapore 018960
We aim to respond to privacy inquiries within thirty days. For urgent matters involving potential data breaches, please contact us immediately by phone.