Collecting, Holding, Using and Disclosing Personal Information in Your Client Record. Portland may collect, hold (in Canada and abroad) and use the Personal Infor- mation in your client record as well as collect Personal Information from and disclose Personal Information to the third parties as disclosed under the head- ing, Third Parties, for the following purposes: • identifying you and ensuring the accuracy of information contained in your client record; • establishing and administering your account, determining, maintaining, recording and storing account holdings and transaction information in your client record; • protecting you and Portland from error and fraud; • providing you and your financial advisor/dealer with investment account statements, tax receipts, financial statements for your investments, and other information that you or your financial advisor/ dealer may request to service your account; • protecting its own business interests including collecting a debt owed to Portland or allowing the performance of a transaction; • meeting tax, legal and regulatory requirements; • verifying information previously given by you with any other organization when necessary for the purposes set out in this Code; • advising you of other similar Portland products, services or initiatives that may be of interest to you; and • for any other purpose you and Portland and/or your financial advisor may agree upon from time to time.
Appears in 10 contracts
Samples: Instructions and Agreement, Instructions and Agreement, Subscription Instructions and Agreement
