As an organization that collects, uses and discloses personal information, your Mutual Fund Rep and Hamon Financial Group is subject to the Federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Ontario, Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that the Mutual Fund Rep and Hamon Financial Group provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Hamon Financial Group and the Mutual Fund Rep, personal information will be collected in order to administer your mutual fund account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. This information allows for but is not limited to the buying and selling of mutual funds on your behalf, in addition to providing with you reporting and the administration of your account in a compliant and regulatory manner.
At times, the Mutual Fund Rep and Hamon Financial Group may be required to provide this information to mutual fund companies, in which you invest, self‐regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations are bound and must comply with the same federal/provincial privacy act(s). The Mutual Fund Rep and Hamon Financial Group do not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing; the Mutual Fund Rep and Hamon Financial Group will no longer be in a position to provide you with these services. Therefore by maintaining your account with Hamon Financial Group and your Mutual Fund Rep we will consider that you have consented to our collecting, using and disclosing your personal information.
In representing Hamon Financial Group, our representatives are acting as Mutual Fund with Investia Financial Services Inc., a Mutual Fund Dealer. The Mutual Fund Rep may also be licenced to sell other products and, therefore may wish to provide you with advice and services in that other capacity. Should they do so, your mutual fund Rep will communicate with you directly regarding any additional use or disclosure of your personal information.
If you wish to review or make changes to your personal information you may do so by making a written request to Privacy Officer, Investia Financial Services Inc., 300‐6700 Blvd. Pierre‐Bertrand, Quebec, QC G2J 0B4; phone: 1‐888‐684‐5548 or by contacting your Mutual Fund Rep.
Should you have any questions or concerns regarding the use of your personal information we encourage you to speak with your Mutual Fund Rep. Alternatively, you may contact the designated Privacy Officer for Hamon Financial Group, 645 Edwards Street, Box 99, Rockland, Ontario K4K 1K2.