What information do we collect and what do we do with it?
We collect information to better serve you. The type of information depends on the service we provide.
If you are an investor, we collect your name, contact information, Social Insurance Number and other information necessary to provide you with fund management services, to keep records, to prevent error and fraud or to respond to inquiries from your advisor, if you have one. Your personal information may also be used for educational and marketing purposes, including sending material to provide you with product information and better services.
If you are an advisor who uses the section of our website restricted to advisors, we collect your name and information about the type of tools, products and services that your use of the site indicates are of interest to you professionally, so as to ensure that we keep you informed of other such products and services.
We do not sell any personal information. Portions of your personal information may be provided, in confidence, to third-party service providers for services that include the preparation and mailing of client account statements or other documents on our behalf. At times, we may use affiliated Fidelity companies, located outside of Canada, including the U.S., to perform data storage and processing services for us. This may involve the transfer of your personal information to these entities. In such cases, the information is subject to the laws of Canada and the laws of the service provider’s place of business. In all cases, we require that our service providers protect your information and only use it for the limited purpose of providing their services to us.
We may also share your information with other Fidelity companies, other financial institutions and government organizations and, if you are an investor, your advisor. Where information is shared outside Fidelity, it is on a strictly limited basis in order to complete transactions on your behalf, to provide you with services or to meet legal obligations, such as tax reporting. We might be required to disclose personal information in response to a search warrant, court order or other demand or valid inquiry. This may include requests from regulators, including the Mutual Fund Dealers Association of Canada or the Investment Industry Regulatory Organization of Canada, for regulatory purposes. A regulator may, in turn, disclose your personal information to other regulatory or government organizations.
How do we collect information?
Personal information is collected from our interactions with you. We might interact with you directly, such as when you call or write to us or visit www.fidelity.ca, or we might interact with you indirectly, such as if you are an investor, through your advisor. We may record your telephone or online discussions with our representatives, and we may monitor live or recorded calls or online discussions for our mutual protection, to enhance customer service, for training purposes and to confirm our discussions with you. No matter how we collect your personal information, we try to ensure its accuracy and completeness to the extent required for our use of the information. In order to maintain the accuracy of your information, please make sure we know about any changes as soon as possible.
How do we protect your personal information?
We have always considered the protection of sensitive information to be a foundation of customer trust and a sound business practice. We employ extensive physical, electronic and procedural controls, and we regularly review these controls to determine whether they need to be adapted to respond to changing requirements and advances in technology. Within Fidelity and among our service providers, we aim to restrict access to personal information to those who need it to provide products and services to you.
What protection do you have online?
We believe that privacy, security and service in our online operations are just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices.
We use a variety of protections designed to maintain the security of your online session. For example, we make extensive use of firewall barriers, encryption techniques and authentication procedures.
When you visit our Internet sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our websites. This information may be used, for example, to alert you to software compatibility issues, improve our web design and functionality or to provide you with customized services.
Cookies and similar technologies
You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on a Fidelity website, or if you delete cookies, you may experience some inconvenience in your use of Fidelity websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.
Advertising on non-Fidelity websites
When we hire third-party online advertising companies, they may provide you with Fidelity advertisements that may be relevant to your interests, as determined by your activity on Fidelity and non-Fidelity websites. Such advertisements are known as “interest-based advertisements”.
Fidelity’s Investment Professional (Mobile) App
Fidelity’s Investment Professional App allows advisors to access news, research and other information using wireless or mobile devices. This privacy statement applies to any personal information or other information that we may collect through the Investment Professional App.
What privacy rights do you have?
You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it.
You may withdraw all or part of your consent for us to use your personal information within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we provide to you. Please contact us to learn more.
How do you contact us about privacy?
We welcome your privacy questions.
Investors or advisors:
1 800 263-4077
If you are not satisfied with the results of your email or phone call, contact
Chief Privacy Officer
1 800 263-4077
or by mail at:
Attention Chief Privacy Officer
483 Bay Street, Suite 300