We are dedicated to respecting and protecting the privacy and confidentiality of the information you have entrusted to us. This Privacy Notice outlines our privacy principles and practices.
Personal information refers to information that identifies you. The word “information” means personal, financial and other details about you that you, or someone you authorize, provide to us or we obtain from others within or outside the Company.
This Privacy Notice applies to the operations of CI Global Asset Management in Canada. It applies regardless of how you choose to do business with us – over the phone, in person, through the internet, through your mobile device or through email.
The Notice applies to all individuals whose personal information we collect, including clients who are individuals, individuals carrying on business alone or in partnership with other individuals, signing officers of our business clients, and beneficiaries of clients to the extent that we collect, use or disclose their personal information.
We may amend this Notice from time to time and will post the revised Privacy Notice on our website.
The Privacy Notice outlines our privacy principles and informs you of the practices we have in place to manage personal information. We aim to respect and protect your privacy by following the key privacy principles below.
We are accountable for the personal information under our control by establishing, training our staff in, and enforcing our privacy policies and procedures to promote compliance with these privacy principles.
We have designated a privacy officer who is accountable for personal information under our control and responsible for compliance with this Privacy Notice. Please see Contact Us for information on how to reach the privacy officer.
We have strict policies and procedures governing how we deal with your personal information. Every employee is responsible for respecting and protecting the personal information to which the employee has access.
We inform you about the purposes for which we collect, use, and disclose your personal information and we collect, use, and disclose your personal information only for those purposes.
We collect, use and disclose personal information responsibly and only for the purposes for which it was collected. When we collect personal information, we may use it to:
Your personal information may also be used for purposes named in your respective application forms and account agreements.
If a new purpose for using your personal information develops, we will inform you of that purpose.
We obtain your consent to collect, use, or disclose personal information and you may at any time revoke that consent, subject to legal and regulatory requirements. In some cases, we may not be able to provide certain services to you if you do not consent to our collection, use or disclosure of the required information to perform those services.
Depending on the type and sensitivity of the personal information and the way you choose to interact with us (in person, internet, phone, email, etc.), we may obtain your consent in different ways.
Before we make information available to third parties, other than an agent or service provider who needs it, we will tell you at the time of consent or before we make the information available, who those third parties are, the kind of information we want to share with them, and why.
You may withdraw your consent for the collection, use and disclosure of your personal information at any time by forwarding a written request to the Privacy Officer. Please include your full name, address, telephone number and account number(s) on any correspondence to us.
However there are certain times when you may not withhold or revoke your consent including certain legal, regulatory, or contractual requirements.
We must receive reasonable notice of your request in order to honour your consent withdrawal.
Your decision to withhold or revoke your consent may limit the products and services that we may provide to you and may require you to close your accounts with us.
We limit collection of your personal information to that which we determine is necessary for the purposes we identify for you.
We only collect the personal information we determine we need for our identified purposes.
For instance, we may collect:
We do not use or disclose your personal information for purposes other than those for which it was collected, except with your consent or as required by law.
We only use or disclose your information for the purpose(s) it was collected and as otherwise identified in this Notice.
Access to personal information is restricted to those staff members who need the information to carry out their job duties. Those employees maintain the information in the strictest of confidence and do not provide access to the information to anyone who is not authorized.
We may provide your information to third parties, including:
We do not sell or rent client lists or personal information to third parties.
We have policies in place that govern the retention of your personal information, so we keep it only for as long as reasonably necessary to fulfill its intended purpose or to satisfy legal requirements. When we no longer retain your personal information, we have procedures to destroy, delete, erase, or convert it to an anonymous form, in a manner that keeps it safe in the process.
Your personal information is kept:
We may store your personal information via third party entities that reside in foreign jurisdictions. Information may be transferred to, accessed and/or retained by these third parties. We have contracts in place holding these companies to the same standards of confidentiality by which we are governed. We and/or a third party may be compelled, by law or otherwise, to provide information to a third party, subject to applicable privacy law. We must abide by applicable privacy law in the jurisdiction(s) in which we operate.
We have policies in place that govern the retention of your personal information so we keep it only for as long as reasonably necessary to fulfill its intended purpose or to satisfy legal requirements. The length of time we keep your information will depend upon the product or service and the nature of the information.
When we no longer retain your personal information, we have procedures to destroy, delete, erase or convert it to an anonymous form, in a manner that keeps it safe in the process.
We maintain your personal information in as accurate, complete, and up-to-date form as is needed for its use.
We are committed to maintaining the accuracy of your personal information and take reasonable efforts to keep your information complete and up-to-date. We maintain your personal information in as accurate, complete, and up-to-date form as is needed for its use.
If you discover inaccuracies in our records, or your personal information changes, please notify your financial advisor or contact our Client Services Department directly so that we can make the necessary changes. Failure to notify us of changes to your personal information may negatively impact the way we communicate or provide services to you. Where appropriate, we will advise others of any material amendments to your personal information that we may have released to them.
We maintain appropriate security safeguards to protect against unauthorized access, disclosure, copying, use or modification, theft, misuse, or loss of your personal information in our custody or control. These safeguards are appropriate to the sensitivity of the information.
We maintain appropriate physical, electronic, technological, procedural, and organizational safeguards to protect against unauthorized access, disclosure, copying, use or modification, theft, misuse, or loss of your personal information in our custody or control. These safeguards are appropriate to the sensitivity of the information.
We have agreements in place with third party service providers requiring that any information we provide to them must be safeguarded and used only for the purpose of providing the service we have requested the provider to perform.
We make readily available to our clients, employees and agents information about our policies and procedures relating to our management of personal information.
Please see Contact Us to answer any question you may have about our Privacy Notice.
Upon request, we will inform you of the existence, use and disclosure of your personal information and will give you access to that information, with few exceptions.
Individuals do not always need to use their right under the law to access or correct their personal information with us. Clients are encouraged to contact our Client Services department to correct or access their information. However, you do have the right, subject to certain limitations, to formally request to review or verify your personal information, or to find out to whom we have disclosed it. To make a formal request for access, send a written request addressed to the Privacy Officer in Contact Us below. Please include your full name, address, telephone number, and account number(s) on all correspondence to us and provide enough detail to allow us to identify the information you want.
Upon request, we will provide you with access to your personal information we have on record at the time of the request. Please note that we may not be able to provide you with this information in certain circumstances, for example without limitation, where such information:
If we are unable to provide some of the personal information, we hold about you, we will tell you why where permitted by law.
We will advise you in advance if a minimal charge will be required for conducting the search and we will respond to your request within 30 days.
Each time you use our online, mobile, and electronic services, you are indicating your acknowledgement and consent to the collection, use and disclosure of your personal information as identified in this policy, which we may revise periodically without notice. We will let you know of any changes by posting the revised policy with a new effective date. If you do not accept the terms outlined in this policy, please do not use our online, mobile and electronic services.
We may collect personal information when you use our websites, online, mobile, and other electronic services (collectively, digital channels), including:
We may use or disclose this information collected online to:
We take our responsibility to safeguard customer information very seriously. To protect certain communications between your computer and our servers, we use a technology solution called “Secure Sockets Layer” (SSL). SSL ensures that the information transmitted is encrypted. In addition, we use the concept of “defense in depth”, in our cybersecurity program that has many layers, from employee awareness to having firewalls at the very edge of our network.
You are responsible for ensuring the security of your unique web login ID and password. You must avoid selecting an obvious password, such as a street address, date of birth, or telephone number and to change your password on a regular basis, in order to reduce the potential for unauthorized use. Any web login ID, password, or any other piece of information chosen by you or provided to you as part of CI’s security procedures, must be treated as confidential and personal to you, and you must not disclose it to any other person or entity.
Do not respond to text messages, pop-ups, emails, or other internet requests that ask you to reveal personal information about yourself or your account when using the Services. CI will never send you unsolicited messages or emails asking for your password, credit card, account numbers, etc. CI will never ask you to validate or restore your account or access to the Services through unsolicited messages or emails.
The best way to address the concern or question is to raise it with our Client Services Department as soon as it comes up by contacting them at:
Current or prospective investors: 1-800-792-9355
Financial advisors: 1-800-563-5181
Our financial service representatives are available between 8 a.m. to 8 p.m. ET, Monday to Friday.
You can escalate your concern in the following ways:
|CI Financial Company||Privacy Officer Contact|
|CI Global Asset Management||Privacy Office|
15 York Street
If after contacting us you do not feel that your concern has been adequately addressed, you may wish to contact:
The Office of the Privacy Commissioner of Canada