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Privacy Policy
Collection and Use
Disclosure and Retention
If You Close Your Account
Protection of Personal Information
Internet
Modification and Accessibility
Withdrawal of Consent
Policy Update

PRIVACY POLICY

BOUTHILLIER CAPITAL INC. is committed to protecting the confidentiality and security of personal information. This privacy policy details the measures established to honor this commitment.

 

COLLECTION AND USE

BOUTHILLIER CAPITAL INC. only collects the personal information necessary for the sound management of files and required by applicable regulations and legislation, particularly with regard to securities, taxation and financial services (the “Act”). For example, we obtain personal information about you in the course of opening or administering your account with BOUTHILLIER CAPITAL INC .. We also collect information from other financial intermediaries, through our formal and informal meetings and our telephone conversations with you.

This information includes in particular information that identifies you such as your name, your social insurance number, your profession, your marital status, your address, your telephone number, your e-mail address, your fax number as well as the information that can inform us of your financial situation and the state of your assets as well as of any change in your personal situation. This information allows us to clearly identify the needs in order to provide the agreed services and to complete transactions on your behalf, in accordance with the management mandate and the investment policy in force.

Personal information may also be used for the following purposes:

  • Understand and assess your investment needs and make the required adjustments to your investment portfolio;
  • Proceed to the various internal and external verification processes of B-CAP;
  • Meet the requirements of the Act and collaborate with regulatory bodies;
  • Complete certain transactions or make certain changes to your file. It may then be necessary to communicate information about you to financial intermediaries to, among other things, confirm your identity.

 

DISCLOSURE AND RETENTION

Under no circumstances do we sell or give away lists of our customers or information about them to other companies or third parties for their own use.

We have the right to disclose information about you to government agencies or entities or regulatory bodies in order to comply with the law, the rules, subpoenas, formal or official requests or any other procedure. similar, within the limits provided by law.

We will only retain personal information obtained for as long as necessary for the purposes for which it was collected or to comply with applicable legal requirements.

If you wish that we give information concerning you to a third party, such as your accountant, your tax specialist, your notary or other, this request must be sent in writing, specifying the identity of this person and his contact details while mentioning this that you want us to send him.

 

IF YOU CLOSE YOUR ACCOUNT

In the event that your file is closed, the personal information contained therein will continue to be subject to this privacy policy.

 

PROTECTION OF PERSONAL INFORMATION

BOUTHILLIER CAPITAL INC. has implemented security measures of both a technical and organizational nature to ensure adequate protection of your personal information against any unauthorized access or manipulation or any loss or destruction of such information.

Access to your file is strictly controlled. It is restricted to employees for whom this information is necessary in order to provide you with the services requested.

 

INTERNET

Like other types of communication, unprotected email communications are not confidential and run the risk of being lost, altered, modified, and even intercepted. BOUTHILLIER CAPITAL INC. accepts no liability, to you or to anyone, for damages resulting from your transmission of a message electronically to the Company or from the Company to you. We remind you that you can use other means of communication to transmit your data to B-CAP when you deem it necessary for the protection of your personal data.

 

MODIFICATION AND ACCESSIBILITY

Upon request, we will provide you with access to the personal information we have on file. You can also ask us how this information is used, ensure that it is accurate and complete and have it updated as needed, as permitted by law.

 

WITHDRAWAL OF CONSENT

Subject to any legal requirement or contractual constraint, you can modify or withdraw your consent to the collection, use and communication of personal information concerning you at any time by sending a written notice to BOUTHILLIER CAPITAL INC.

 

UPDATING THE POLICY

Any addition, modification or removal to this Privacy Policy that we deem appropriate will be incorporated immediately.