We have adopted 10 Privacy Principles (listed below) based on the federal legislation to ensure that clients’ information is protected.
Genus will disclose information to third parties such as custodians, banks, trustees and other service providers only to enable them to fulfill their service obligations to the firm and its clients. For example: opening accounts, managing accounts, record keeping, tax statement production, processing instructions and executing client transactions.
(1) What information do we collect?
We may collect, store and use the following kinds of personal data:
(a) information about your computer and about your visits to and use of this website (including your IP address, geographical location, browser type, referral source, length of visit and number of page views]);
(b) information relating to any transactions carried out between you and us on or in relation to this website;
(c) information that you provide to us for the purpose of registering with us;
(d) information that you provide to us for the purpose of subscribing to our website services, email notifications and/or newsletters;
(e) any other information that you choose to send to us.
A cookie consists of information sent by a web server to a web browser, and stored by the browser. The information is then sent back to the server each time the browser requests a page from the server. This enables the web server to identify and track the web browser.
We [may] use [both] [“session” cookies] [and “persistent” cookies] on the website. We will use the session cookies to: keep track of you whilst you navigate the website. We will use the persistent cookies to: enable our website to recognize you when you visit.
Session cookies will be deleted from your computer when you close your browser. Persistent cookies will remain stored on your computer until deleted, or until they reach a specified expiry date.
(3) Using your personal data
We may use your personal information to:
(a) administer the website;
(b) improve your browsing experience by personalizing the website;
(c) enable your use of the services available on the website;
(d) supply to you services via the website;
(e) send statements, emails and communication materials to you;
(f) send you general (non-marketing) communications;
(g) send you email notifications which you have specifically requested;
(h) send to you [our newsletter and other] marketing communications relating to our business [or the businesses of carefully-selected third parties] which we think may be of interest to you by post or, where you have specifically agreed to this, by email or similar technology (you can inform us at any time if you no longer require marketing communications);
(i) deal with enquiries and complaints.
In addition, we may disclose information about you:
(a) to the extent that we are required to do so by law;
(b) in connection with any legal proceedings or prospective legal proceedings;
(c) in order to establish, exercise or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk).
(5) Security of your personal data
We will take reasonable technical and organizational precautions to prevent the loss, misuse or alteration of your personal information.
We will store all the personal information you provide on our secure (password- and firewall- protected) third-party servers. All electronic transactions you make to or receive from us will be encrypted using 128-bit SSL technology.
Data transmission over the internet is inherently insecure, and we cannot guarantee the security of data sent over the internet.
You are responsible for keeping your password and user details confidential.
(6) Policy amendments
(7) Your rights
You may instruct us to provide you with any personal information we hold about you. You may instruct us not to process your personal data for our own marketing purposes by email at any time.
(8) Third party websites
The website contains links to other websites. We are not responsible for the privacy policies or practices of third party websites.
(9) Updating information
Please let us know if the personal information which we hold about you needs to be corrected or updated.
Genus Capital Management
860 – 980 Howe Street,
Vancouver, BC, Canada, V6Z 0C8