Privacy Policy
Your privacy and financial information security are our highest priorities at Adviset Capital Partners.
We maintain strict privacy and security protocols to protect your personal and financial information in accordance with Canadian privacy laws and industry best practices. This policy outlines how we collect, use, and safeguard your data.
Our Privacy and Security Commitment
At Adviset Capital Partners, our commitment to protecting your personal and financial information is fundamental to our client-centric approach. We adhere strictly to the principles outlined in Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), ensuring your data is handled with the utmost care and integrity.
- **PIPEDA Compliance:** Full adherence to Canadian privacy legislation and all relevant regulatory guidelines.
- **Advanced Cybersecurity:** Implementation of industry-leading cybersecurity and data protection measures to guard against unauthorized access.
- **Transparent Practices:** Clear communication regarding how your information is collected, used, and shared.
- **Continuous Audits:** Regular security audits and updates to ensure our systems remain resilient against evolving threats.
Information Collection and Use
Types of Information Collected
We collect personal information necessary to provide you with our comprehensive investment management and wealth planning services. This may include, but is not limited to, your name, contact details, financial situation, investment objectives, risk tolerance, and tax information. This data is essential for our client onboarding and 'Know Your Client' (KYC) requirements.
How We Use Your Information
Your information is primarily used to tailor investment strategies, provide financial advice, manage your portfolio, and fulfill regulatory reporting and compliance obligations. We also use your information to communicate with you regarding your accounts, services, and relevant market insights, consistent with your communication preferences.
Information Sharing and Disclosure
Adviset Capital Partners operates with a strict policy of limited information sharing. We will never sell your personal information or use it for independent marketing purposes unrelated to your services. Information may be shared only under specific, necessary circumstances:
- **Authorized Service Providers:** With third-party service providers (e.g., custodians, portfolio management software) integral to delivering our services, under strict confidentiality agreements.
- **Regulatory Compliance:** As required by law or regulatory bodies to fulfill our legal obligations.
- **Client Consent:** With your explicit consent for specific purposes outlined and agreed upon by you.
All third parties with access to your information are contractually bound to protect its confidentiality and comply with all applicable privacy laws.
Security Measures and Data Protection
Advanced Encryption
We employ state-of-the-art encryption and cybersecurity technologies to protect your data both in transit and at rest, safeguarding against unauthorized access and cyber threats.
Secure Client Portals
Our secure communication systems and client portals provide a safe environment for you to access documents and communicate sensitive information directly with your advisors.
Regular Audits & Training
We conduct regular security audits, vulnerability assessments, and provide ongoing employee training on data protection protocols and incident response, ensuring robust safeguards.
Your Privacy Questions
For any questions or concerns regarding our privacy policy or how your information is handled, please do not hesitate to reach out.
Contact Us with Privacy Questions