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.
Appears in 8 contracts
Samples: Subscription Agreement, Subscription Agreement, Subscription Agreement
