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Dundeewealth US is committed to providing investors with the highest standard of service. As part of our commitment, we strive to protect your privacy and the confidentiality of personal information that you provide to us. Our information handling practices comply with applicable privacy laws.
Personal information refers to information that identifies you. It may include information such as your age, marital status, employment history, social insurance number, credit history, home address, personal email address and home telephone number.
We require your personal information in order to establish a relationship with you and provide you with the best possible service. Your signature, financial history, current financial position, social insurance number, age and other similar personal information allow us to:
In addition, we require your personal information in order to allow us to meet regulatory or contractual requirements relating to the products and services provided to you.
Personal information is received by us from you or from your representative with your consent. Other sources from which we may receive your information with your consent include, but are not limited to, our affiliates and other financial institutions, etc.
We may use your personal information for the following purposes:
We are not in the business of selling or distributing our client's personal information to others. Client confidentiality and privacy remains one of our fundamental principals. However, we may share your information with others outside Dundeewealth US in limited circumstances including:
Your personal information may be kept in electronic, microfilm or paper format at the offices of Dundeewealth US, its affiliates or its third-party service providers. Your information may also be kept in secure off-site storage facilities.
We regard confidentiality and privacy as a cornerstone to our business. Policies, procedures, guidelines, and safeguards have been put in place to ensure your personal information is protected. Our employees and service providers have access to your personal information to enable them to perform their duties in servicing you. Personal information collected from you will only be used for the identified purposes and will be retained for as long as is necessary to fulfill the service or as required by law.
Upon request, we will provide you with access to your personal information. In addition, we may provide you with a list of third parties to whom your personal information was provided. If you wish to change or update your personal information, you may request to do so at any time. Please note that we may only alter that personal information required to fulfill the stated purposes. In certain circumstances, we may not be able to provide you with access to specific pieces of information. For example, (i) information containing references to other persons; (ii) information containing proprietary information confidential to Dundeewealth US or its affiliates; (iii) information that has been destroyed or may be too costly to retrieve.
You may withdraw your consent for the use of your personal information by contacting Dundeewealth US at any time subject to reasonable notice. Legal and other requirements may prevent you from withdrawing consent and your decision to withdraw personal information may also limit the services or products we are able to provide to you.