Please read this Privacy Policy carefully.
Foster & Associates Financial Services Inc (Foster) is in business to provide you with a variety of investment services and products. To meet your needs and to serve you well, Foster needs to obtain from you certain personal information.
You, as an individual, have a right to know how Foster obtains, uses, and discloses this personal information. You have a right to expect that, to the best of our ability, your personal information held by us remains accurate, confidential, and secure.
Definition of Personal Information
The term “personal information” refers to information that specifically identifies you as an individual and is provided to or collected by us. It includes, for example, your name and address, age and gender, personal information records, identification numbers, including your Social Insurance Number (SIN) and your employment information.
For business clients, personal information includes the above data plus names of officers, directors, owners, shareholders, jurisdiction of incorporation, financial information, and ownership structure.
Why Do We Ask for Your Personal Information
Foster asks for a variety of information when you open an account with us. Regulations in the securities industry require us to obtain certain information about you and other information is required by Foster so that we may provide an appropriate level of service to you and to guide the proper supervision of your account.
Sharing Your Personal Information
We may use and share your personal information with our employees, third-party service providers and other financial institutions. The information may only be used for the following purposes:
Foster does not require your consent to the collection, use, and disclosure of personal information where:
Protecting Your Information
At Foster, we have robust security standards in place to protect your information against unauthorized access and use. We only retain your information for as long as required to service your account, or for time periods defined in industry standards.
Accuracy of Information
Foster expects that clients will contact us when there are material changes to their personal information. This assists us in managing your account to the best of our ability. Material changes can include changes of address, phone number, employment, marital status. If you find that we have incorrect information on file please contact your Investment Advisor or Portfolio Manager, whose contact information is on your statement.
Addressing Concerns
We encourage you to contact our Privacy Officer should you have any questions or concerns about your privacy or this policy. The Privacy Officer can be reached at:
Foster & Associates
Attention: Privacy Officer
25 King Street, West, Suite 2100
Commerce Court, PO Box 228
Toronto, Ontario, M5L 1E8, Canada
Phone: 1-800-559-8853
E-mail: admin@fostergroup.ca