Privacy Policy
About Our Privacy Policy
At Elysium Wealth Advisors, we are committed to protecting your privacy and ensuring the confidentiality and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal data in compliance with applicable data protection laws.
For the purposes of data protection law, Elysium Wealth Advisors is the data controller in respect of your personal data. We are registered with the Information Commissioners Office as a Data Controller within the appropriate jurisdiction of your client categorisation.
This Privacy Policy applies if you are a client, a prospective client, an intermediary, or a client of an intermediary. Please take the time to read and understand this policy.
What Information Do We Collect About You?
We collect information about you when you engage our services for wealth management and financial planning. This information may include:
- Personal details (name, address, contact information, etc.)
- Financial information (income, assets, liabilities, etc.)
- Special categories of personal data (such as health information) if necessary for the provision of our services
- Information you voluntarily provide through client surveys or feedback
We may also collect information when you interact with our website, including:
- Information provided via enquiry, registration, claim forms, feedback forms, and forums
- IP addresses via web analytics packages
Why Do We Need to Collect and Use Your Personal Data?
The primary legal basis for processing your data is to perform our contract with you. The information we collect is essential for us to provide the services you require effectively and to fulfill our legal and regulatory obligations.
How Will We Use the Information About You?
We collect and use your information to:
- Provide you with the services you engage with us for
- Manage and administer your account
- Comply with legal and regulatory requirements
- Conduct identity verification to prevent fraud and financial crime
You have the right to object to the use of your data for processing based on legitimate interests or the performance of a task. However, objecting may prevent us from providing our agreed services.
Who Might We Share Your Information With?
We may share your information with third parties for the following purposes:
- Professional compliance, accountancy, trading, custodian, or legal services
- Product and platform providers, life offices, and SIPP Providers
- Third-party agencies for identity verification to prevent money laundering and financial crime
We will have contracts in place with these third parties to ensure they process your data securely and in accordance with our instructions.
How Long Do We Keep Hold of Your Information?
We retain your personal data for as long as necessary to fulfill our contractual and legal obligations. Generally, this means we will not retain your data for longer than 5 years after our regulatory obligations end.
How Can You Access the Information We Hold About You?
You have the right to request a copy of the information we hold about you. If you would like a copy of some or all of your personal information, please contact us using the details below. We will also comply with requests to correct or delete your personal data, subject to our regulatory obligations.
Marketing
We may send you information about our products and services if you have consented to receive such communications. You can opt out of marketing communications at any time by contacting us.
Cookies
We do not currently use cookies to track visitor use of our website, but we may do so in the future. You can manage your cookie preferences through your browser settings.
What Can You Do If You Are Unhappy With How Your Personal Data Is Processed?
If you have any complaints or concerns about how we handle your data, please contact us at:
Elysium Wealth Advisors
Contact Email: gary@elysiumwealthadvisors.com
Administration Office: Avenir 6, Barcelona 08006, Spain
Changes to Our Privacy Policy
We regularly review our Privacy Policy and will post any updates on our website. This Privacy Policy was last updated on 20-02-2025.
