Data Protection Information
for the AURELIUS website

We, Aurelius Advisory ltd, provide the AURELIUS website under the web address [www.aurelius-group.com]. In context with our website and the services provided on our website, we process personal data.

The protection of personal data is important to us. We process personal data only in accordance with the applicable data protection requirements, in particular the General Data Protection Regulation (GDPR).

In Section A of this Data Protection Information we provide you with information about the controller responsible for the processing of your personal data.

In Section B you find information about the processing of your personal data.

In Section C you find more detailed information on the use of cookies or similar technologies.

In Section D you further find information on your rights regarding the processing of your personal data.

The technical terms relating to data protection used in this Data Protection Information have the meaning used in the General Data Protection Regulation. You will find more detailed information about this in Section E.

TABLE OF CONTENTS

A. Information on the controller

B. Information on the processing of personal data

I.        Informational use of our website

II.       Use of web analysis technologies (Matomo)

III.       Our email newsletter

C. Information on the use of cookies or similar technologies

I.        General information on cookies

II.       Management of the cookies used on our website

III.       Cookies used on our website

D. Information on the rights of data subjects

I.        Right of access

II.       Right to rectification

III.       Right to erasure (”right to be forgotten”

IV.       Right to restriction of processing

V.       Right to data portability

VI.       Right to object

VII.      Right to withdraw consent

VIII.     Right to lodge a complaint with a supervisory authority

E. Information about the technical terms of the General Data Protection Regulation used in this Data Protection Information

F. Effective date of and changes to this Data Protection Information

A. Information on the controller

Aurelius Investments Limited

6th Floor 33 Glasshouse Street, London W1B 5DG, England, UK

info@aurelius-group.com

+44 20 74400480

B. Information on the processing of personal data

I. Informational use of our website

When the use of our website is purely informational, certain information is sent to the web server of our website from your device for technical reasons, for example your IP address. We process this information in order to provide our website content requested by you and to ensure the security of the IT infrastructure used to provide our website. Information necessary for the correct provision of the requested website content and to ensure the security of the IT infrastructure used to provide our website is stored in cookies (Section C) on your device. The cookies and the information stored in them can be read during your visit to our website in order to ensure correct display of the website content you accessed and in order to identify and mitigate automated traffic to protect our website from bad bots.

In order to provide the search functions of our website, we process data that you enter into search forms on our website in order to provide you with search results for the search terms that you have entered.

In order to provide the data protection setting functions for our website (e.g. for granting or withdrawing consent for the use of certain cookie-based technologies), information about your data protection settings is stored in cookies (Section C) on your device. The cookies and the information stored in them can be read during your visit to our website in order to take account of your data protection settings when using our website.

You receive more detailed information on this below:

1. Details on the personal data which are processed

2. Details on the processing of the personal data

3. Details on the recipients of personal data and the transfer of personal data to third countries and/or international organisations

II. Use of web analysis technologies (Matomo)

Upon your consent, we use so-called ”web analysis technologies“ on our website.

Web analysis enables the collection and evaluation of information about the activities of users of our website. The information obtained serves us to improve our website and to better achieve the goals of our website (e.g. increase in page views).

When you visit our website, the web analysis tool used (Matomo) collects information about your use of our website and stores it in a device-related profile. In order to be able to assign this information to your device, your device is assigned a unique ID which is linked to the device-related profile. This ID is stored in cookies  (Section C ) on your device. During your visit to our website, your device can be recognised there on the basis of the ID assigned to it.

You will find more detailed information on this in the following:

1. Details on personal information which are processed

2. Details on the processing of personal data

3. Details on the recipients of personal data and the transfer of personal data to third countries and/or international organisations

III. Our email newsletter

On our website we offer you the possibility to register for our personalised email newsletter. When you subscribe to the email newsletter, certain information is collected, such as your email address. We process this information to confirm your subscription and to provide the personalised email newsletter. We also store and use this information for evidence purposes for the possible assertion, exercise or defence of legal claims.

When using the newsletter subscription and unsubscription form from our newsletter on our website, certain information is sent from your device to the web server of our website for technical reasons, for example your IP address. We process this information to provide the newsletter subscription and unsubscription form on our website and to ensure the security of the IT infrastructure used to provide the newsletter subscription and unsubscription form.

You will find more detailed information on this below:

1. Details on personal data which are processed

2. Details on the processing of personal data

3. Details on the recipients of personal data and the transfer of personal data to third countries and/or international organisations

C. Information on the use of cookies or similar technologies

We use cookies in connection on our website. In doing so, we use the processing and storage functions of your device’s browser and collect information from the memory of your device’s browser.

You will find more detailed information on this in the following.

I. General information on cookies

Cookies are small text files with information that can be placed on a user’s device through its browser when a website is visited. When the relevant website is visited again with the same device, the cookie and the information it contains can be retrieved.

1. First-party and third-party cookies

Depending on where a cookie comes from, a distinction can be made between first-party cookies and third-party cookies:

2. Transient and persistent cookies

A distinction can be made between transient and persistent cookies depending on how long they remain active:

3. Consent-free cookies and cookies requiring consent

Users’ consent is required for some cookies depending on their function and purpose of use. Thus, a distinction can be made between cookies that require users’ consent and those that do not:

II. Management of the cookies used on our website

1. Granting and withdrawing consents to the use of cookies in the data protection settings of our website

If consent is necessary for the use of certain cookies, we only use these cookies if you have previously granted your consent to this. You can find information as to whether the use of a particular cookie requires consent in the information on the cookies used on our website in Section C.III. of this Data Protection Information.

When you first visit our website, we display a pop-up for data protection settings. In the data protection settings, you can give consent for the use of cookies that require consent and the processing of your personal data enabled thereby. However, you can also continue to use our website without consent. In this case, we will only use cookies for which consent is not required.

You can access the data protection settings of our website at any time via the link contained in this Data Protection Information and in the footer of our website. In the data protection settings, you can withdraw or re-grant the consents you have given at any time.

We store whether and, if applicable, which consents you have given in the form of a (strictly necessary) cookie (so-called ”data protection settings cookie“) on your device. The data protection setting cookie has a limited validity period of 12 months. After the expiration of the validity period, or if you delete the data protection settings cookie manually beforehand, we will display the banner for data protection settings for our website again the next time you visit our website.

You cannot deactivate cookies that are strictly necessary in the data protection settings of our website. However, you can generally deactivate these cookies in your browser at any time.

2. Managing cookies using browser settings

You can also manage the use of cookies in your browser’s settings. Different browsers have different ways to configure cookie settings. You can find more extensive information on this, for example at http://www.allaboutcookies.org/manage-cookies/.

However, we would like to point out that some functions of our website may not work properly or at all if you deactivate cookies in general in your browser.

III. Cookies used on our website

The following cookies may be used on our website:

D. Information on the rights of data subjects

As a data subject, you have the following rights with regard to the processing of your personal data:

• Right of access (Art. 15 GDPR)
• Right to rectification (Art. 16 GDPR)
• Right to erasure (”right to be forgotten”) (Art. 17 GDPR)
• Right to restriction of processing (Art. 18 GDPR)
• Right to data portability (Art. 20 GDPR)
• Right to object (Art. 21 GDPR)
• Right to withdraw consent (Art. 7 (3) GDPR)

You may contact us for the purpose of exercising these rights using the contact information in Section A.

Where applicable, you find information on any specific modalities and mechanisms which facilitate the exercise of your rights, in particular the exercise of your rights to data portability and to object, in the information on the processing of personal data in Section B of this Data Protection Information.

You also have the right to lodge a complaint with a supervisory authority (Art. 77 GDPR).

Below you find more detailed information on your rights with regard to the processing of your personal data:

I. Right of access

As a data subject, you have a right to obtain access and information under the conditions provided in Art. 15 GDPR.

This means in particular that you have the right to obtain confirmation from us as to whether we are processing your personal data. If so, you also have the right to obtain access to the personal data and the information listed in Art. 15 (1) GDPR. This includes information regarding the purposes of the processing, the categories of personal data that are being processed and the recipients or categories of recipients to whom the personal data have been or will be disclosed (Art. 15 (1) (a), (b) and (c) GDPR).

You can find the full extent of your right to access and information in Art. 15 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

II. Right to rectification

As a data subject, you have the right to rectification under the conditions provided in Art. 16 GDPR.

This means in particular that you have the right to receive from us without undue delay the rectification of inaccuracies in your personal data and completion of incomplete personal data.

You can find the full extent of your right to rectification in Art. 16 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

III. Right to erasure (”right to be forgotten”)

As a data subject, you have a right to erasure (”right to be forgotten”) under the conditions provided in Art. 17 GDPR.

This means that you have the right to obtain from us the erasure of your personal data and we are obliged to erase your personal data without undue delay when one of the reasons listed in Art. 17 (1) GDPR applies. This can be the case, for example, if personal data are no longer necessary in relation to the purposes for which they were collected or otherwise processed (Art. 17 (1) (a) GDPR).

If we have made the personal data public and are obliged to erase it, we are also obliged, taking account of available technology and the cost of implementation, to take reasonable steps, including technical measures, to inform controllers which are processing the personal data that you have requested the erasure by such controllers of any links to, or copy or replication of those personal data (Art. 17 (2) GDPR).

The right to erasure (”right to be forgotten”) does not apply if the processing is necessary for one of the reasons listed in Art. 17 (3) GDPR. This can be the case, for example, if the processing is necessary for compliance with a legal obligation or for the establishment, exercise or defence of legal claims (Art. 17 (3) (b) and (e) GDPR).

You can find the full extent of your right to erasure (”right to be forgotten”) in Art. 17 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

IV. Right to restriction of processing

As a data subject, you have a right to restriction of processing under the conditions provided in Art. 18 GDPR.

This means that you have the right to obtain from us the restriction of processing if one of the conditions provided in Art. 18 (1) GDPR applies. This can be the case, for example, if you contest the accuracy of the personal data. In such a case, the restriction of processing lasts for a period that enables us to verify the accuracy of the personal data (Art. 18 (1) (a) GDPR).

Restriction means that stored personal data are marked with the goal of restricting their future processing (Art. 4 (3) GDPR).

You can find the full extent of your right to restriction of processing in Art. 18 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

V. Right to data portability

As a data subject, you have a right to data portability under the conditions provided in Art. 20 GDPR.

This means that you generally have the right to receive your personal data with which you have provided us in a structured, commonly used and machine-readable format and to transmit those data to another controller without hindrance from us if the processing is based on consent pursuant to Art. 6 (1) (a) or Art. 9 (2) (a) GDPR or on a contract pursuant to Art. 6 (1) (b) GDPR and the processing is carried out by automated means (Art. 20 (1) GDPR).

You can find information as to whether an instance of processing is based on consent pursuant to Art. 6 (1) (a) or Art. 9 (2) (a) GDPR or on a contract pursuant to Art. 6 (1) (b) GDPR in the information regarding the legal basis of processing in Section B of this Data Protection Information.

In exercising your right to data portability, you also generally have the right to have your personal data transmitted directly from us to another controller if technically feasible (Art. 20 (2) GDPR).

You can find the full extent of your right to data portability in Art. 20 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

VI. Right to object

As a data subject, you have a right to object under the conditions provided in Art. 21 GDPR.

At the latest in our first communication with you, we expressly inform you of your right, as a data subject, to object.

More detailed information on this is given below:

1. Right to object on grounds relating to the particular situation of the data subject

As a data subject, you have the right to object, on grounds relating to your particular situation, at any time to processing of your personal data which is based on Art. 6 (1) (e) or (f), including profiling based on those provisions.

You can find information as to whether an instance of processing is based on Art. 6 (1) (e) or (f) GDPR in the information regarding the legal basis of processing in Section B of this Data Protection Information.

In the event of an objection relating to your particular situation, we will no longer process your personal data unless we can demonstrate compelling legitimate grounds for the processing which override your interests, rights and freedoms or for the establishment, exercise or defence of legal claims.

You can find the full extent of your right to objection in Art. 21 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

2. Right to object to direct marketing

Where your personal data are processed for direct marketing purposes, you have the right to object at any time to processing of your personal data for such marketing, which includes profiling to the extent that it is related to such direct marketing.

You can find information as to whether and to what extent personal data are processed for direct marketing purposes in the information regarding the legal basis of processing in Section B of this Data Protection Information.

If you object to processing for direct marketing purposes, we no longer process your personal data for these purposes.

You can find the full extent of your right to objection in Art. 21 GDPR, which can be accessed using the following link: http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

VII. Right to withdraw consent

Where an instance of processing is based on consent pursuant to Art. 6 (1) (a) or Art. 9 (2) (a) GDPR, as a data subject you have the right to withdraw your consent at any time pursuant to Art. 7 (3) GDPR,. The withdrawal of your consent does not affect the legitimacy of the processing that occurred based on your consent until the withdrawal. We inform you of this before you grant your consent.

You can find information as to whether an instance of processing is based on Art. 6 (1) (a) or Art. 9 (2) (a) GDPR in the information regarding the legal basis of processing in Section B of this Data Protection Information.

VIII. Right to lodge a complaint with a supervisory authority

As a data subject, you have a right to lodge a complaint with a supervisory authority under the conditions provided in Art. 77 GDPR.

The contact details of the supervisory authorities in the EU/EEA are available here: https://edpb.europa.eu/about-edpb/about-edpb/members_en

E. Information about the technical terms of the General Data Protection Regulation used in this Data Protection Information

The technical terms relating to data protection used in this Data Protection Information have the meaning used in the General Data Protection Regulation.

The full scope of the definitions of the General Data Protection Regulation can be found in Art. 4 GDPR, which can be downloaded from the following link: https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32016R0679.

You will find more detailed information on the most important technical terms of the General Data Protection Regulation used in this Data Protection Information below:

”Personal data” means any information relating to an identified or identifiable natural person (”data subject”); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person;

”Data Subject” means the respective identified or identifiable natural person, to which the personal Data refers to;

”Processing” means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction;

”Profiling” means any form of automated processing of personal data consisting of the use of personal data to evaluate certain personal aspects relating to a natural person, in particular to analyse or predict aspects concerning that natural person’s performance at work, economic situation, health, personal preferences, interests, reliability, behaviour, location or movements;

”Controller” means the natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data; where the purposes and means of such processing are determined by Union or Member State law, the controller or the specific criteria for its nomination may be provided for by Union or Member State law;

”Processor” means a natural or legal person, public authority, agency or other body which processes personal data on behalf of the controller;

”Recipient” means a natural or legal person, public authority, agency or another body, to which the personal data are disclosed, whether a third party or not. However, public authorities which may receive personal data in the framework of a particular inquiry in accordance with Union or Member State law shall not be regarded as recipients; the processing of those data by those public authorities shall be in compliance with the applicable data protection rules according to the purposes of the processing;

”Third party” means a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data;

”International organisation” means an organisation and its subordinate bodies governed by public international law, or any other body which is set up by, or on the basis of, an agreement between two or more countries;

”Third country” means a country which is not a member state of the European Union (”EU”) or the European Economic Area (”EEA”);

”Special categories of personal data” means personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, genetic data, biometric data for the purpose of uniquely identifying a natural person, data concerning health or data concerning a natural person’s sex life or sexual orientation.

F. Effective date of and changes to this Data Protection Information

The effective date of this Data Protection Information is February 13, 2024.

It may be necessary to modify this Data Protection Information due to technical developments and/or amendment of statutory or official requirements.

An up-to-date version of this Data Protection Information can be retrieved at any time at [www.aurelius-group/privacy-policy].