For us, the confidentiality of our investors is crucial. The information policies for Demaco Investment Group are outlined in this privacy statement, including the categories of personal and business information that are collected, how the information is used, and with whom it is shared. We are devoted to safeguarding your privacy and preserving the confidentially of your information.
The Personal Information Protection and Electronic Documents Act (Canada) (“PIPEDA”), Part 1 and Schedule 1, as well as other relevant provincial personal information laws, are all followed by Demaco Investment Group.
The phrase “personal information” refers to any information that can be used to uniquely identify you, such as your home address, phone numbers, social insurance number (“SIN”), birth date, financial information, details about your earnings and assets, employment history, and credit history. We’ll be gathering from you the following kinds of personal data:
Your full name, address, employment information, and date of birth, as required by law; an official form of identification, such as a passport or driver’s license; as needed by law, your social security number for income tax reporting purposes; Your financial information, including annual income, assets and liabilities, and banking information; Your employment and credit history; Information about third parties, such as your spouse, if you are applying for certain Services and this information is required by law. We may collect the information referred to above from each authorized personnel, partner, trustee, executor, and club member, as appropriate, for legal entities such as businesses, partnerships, trusts, estates, or investment clubs.
We acquire your personal or business information directly from you or through your financial advisor and dealer in order to provide you with services, meet legal and regulatory requirements, and for any other reason you consent to. Your data may be gathered from a variety of sources, including: Subscription forms, applications, surveys, or other forms submitted to us, as well as agreements and contracts entered into with us; Meetings and phone interactions with you; E-mail exchanges with us; and Our website. We also reserve the right to monitor or record any phone call we have with you.
We reserve the right to monitor or record any phone call we have with you. The call’s content may also be saved. We may notify you of this possibility before beginning with the call. This is done to keep a record of the information you provide, to guarantee that your instructions are followed accurately, and to maintain customer service levels.
Demaco Investment Group will not require you to consent to the collection, use, or disclosure of your personal information beyond what is required to meet these purposes as a condition of providing services.
We may disclose your personal or commercial information within Demaco Investment Group for the aforementioned purposes. We do not directly supply all services linked to your connection with us. As a result, when necessary, we may transfer your personal information to our third-party service providers and agents in connection with the services; however, please be aware that these third-party service providers and agents will not disclose this information with others. Such information is only used for the aforementioned objectives.
This privacy statement may occasionally undergo updates without prior notification.
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