Why We Collect Your Information. At Canso, we only collect and use personal information for its intended purpose(s). The purposes for which we collect and use personal information include: • Fulfillment of portfolio management and investment counselling services: to fulfill advisory and dealing requests and access services with us as our client; • To know who you are and fulfill our responsibility as your dealer, trustee and/or fund manager: to verify your identity, to enable us to service you as a unitholder in our funds and the funds we distribute and to maintain proper records of those funds’ unitholders; • Fulfillment of subscription/redemption requests of Canso funds and other services: to fulfill subscription/redemption requests and enable accessing services with us; • Business and website operations: to administer and protect our business and our Website, including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data; • Marketing and advertising: to be presented on our Website. We may also administer and offer tailored content, and other promotional materials to you based on your interests. You may opt-out from receiving promotional materials at any time (see Your Consent and Opting-Out below); • Regulatory requirements: complying generally with all laws and applicable regulatory requirements, including securities legislation and regulations, Know-Your-Client obligations, AML regulations, FATCA and CRS reporting, client reporting, CRA obligations, and confirmation of resident status; and • Business development and market research: we use data to understand demographics, interests, usage patterns, and other characteristics of customers and to track and analyze trends and patterns. See the section titled “Your Consent and Opting-out” in this Privacy Notice on how you can withdraw your consent for our use and collection of your personal information. We will obtain your consent before proceeding with any other purpose not identified in this Privacy Notice.
Why We Collect Your Information. We gather information about you and your accounts so that we can (i) know who you are and thereby prevent unauthorized access to your information, (ii) design and improve the products and services we offer and (iii) comply with the laws and regulations that govern us.
Why We Collect Your Information. Educational Ebooks collects and retains personal information sufficient to enable us to provide you with quality goods and services, fulfil our legal obligations, maintain your contact details or as otherwise authorised by you.
Why We Collect Your Information. We gather information about you and your accounts so that we can: • Help design and implement the investment -related services we provide you; • Design and improve the services and products we offer; and • Comply with the laws and regulations that govern us. What Information We Collect and Maintain We may collect the following types of “nonpublic personal information” about you: • Information that we may receive from our initial meeting and subsequent consultations about your identity, such as your name, address, social security number, and financial information (such as income and assets). • Information that we generate to service your account (such as trade tickets and account statements/transactions). • Information that we may receive from third parties with respect to your accounts (such as trade confirmations from brokerage firms, custodial account information and information regulated by our compliance program). What Information We Disclose We are permitted by law to disclose nonpublic personal information about you to nonaffiliated third parties in certain circumstances. For example, in order for us to provide investment management services to you, we may disclose your nonpublic personal information in limited circumstances to various service providers, such as brokers and custodian banks. Otherwise, TSW will not disclose any personal information about you or your account(s) unless one of the following conditions is met: • We receive your prior written consent; • We believe the recipient is your authorized representative; or • We are required by law to disclose information to the recipient. As stated in our Investment Management Agreement, TSW may disclose your nonpublic personal information in certain circumstances, including, without limitation, to certain counterparties for risk management purposes. TSW will provide these contracted nonaffiliated third parties with only the information necessary to carry out their assigned responsibilities as determined by TSW. These vendors will use the information only for the services for which they were hired and will not be permitted to use or share this information for any other purpose, except as permitted by law. TSW will maintain confidentiality agreements with the nonaffiliated counterparties, excluding brokers and custodians, given access to personal information. How We Protect Your Personal Information Privacy has always been important to TSW. We restrict and limit employee access to client nonpublic ...
