Privacy Notice
We at Fiera Capital Inc. (the “Firm”) respect your concerns about privacy. This Privacy Notice describes the types of personal information we collect, how we use the information, with whom we may share it and the rights and choices available to you regarding our use of the information. We also describe measures we take to protect the security of the information we collect and how you can contact us about our privacy practices. This Privacy Notice applies to all of the products and services offered by the Firm.
We collect and maintain certain nonpublic personal information we receive from you directly, on applications, other forms or our website, and from your transactions with unaffiliated parties and the Firm. This information includes, for example, your name, address, telephone number, email address, Social Security or tax identification number, assets, income, financial needs and goals, and account balances and transactions. We use this information to process your requests and transactions and to otherwise manage your account, but not for marketing purposes unless we have your written consent.
In order to manage your account, we may need to share the information we collect from you such as your name, address, Social Security or tax identification number, assets, income, financial needs and goals, and account balances and transactions with unaffiliated and affiliated parties. Unaffiliated third parties may include but are not limited to administrators, custodians, compliance consultants and auditing firms. Depending on the type of account, the Firm may share information regarding your account with our parent company, Fiera Capital Corporation, and companies who are related to us by common ownership and control of Fiera Capital Corporation. In these cases, we strive to work only with those businesses that adhere to the same high standards of Client service and privacy that we do. We restrict access to your nonpublic personal information to only those employees, agents, unaffiliated and affiliated parties who need to know the information in order to process your transactions or as otherwise necessary to manage your account and as such, you cannot limit all sharing of personal information. Of course, if you ask us to provide your information to a trusted third party such as your accountant or attorney, we are glad to oblige. Additionally, on some occasions we may disclose information because we are legally required to do so (such as by a court order or a subpoena). If you have questions regarding sharing of personal information, please contact your Fiera Capital Inc. relationship manager.
Last but not least, we maintain physical, electronic, and procedural safeguards that comply with applicable federal standards to guard your nonpublic personal information. We regularly evaluate our technology in an effort to ensure that the safeguards we have in place maintain a high level of security and confidentiality for your personal information.
If you are a California resident whose information is not otherwise exempt from the California Consumer Privacy Act (as may be amended from time to time and with any implementing regulations, “CCPA”), please review our California Privacy Policy on our website https://us.fieracapital.com/privacy- policy/#goto-california-notice. The California Privacy Policy provides additional disclosures, our notice at collection, and a description of rights under the CCPA. Please note, however, that the rights described in the California Privacy Policy are subject to exemptions and other limitations under applicable law, including personal information collected, processed, sold, or disclosed pursuant to the Gramm-Leach-Bliley Act and its implementing regulations.
We may update this Privacy Notice from time to time and without prior notice to you to reflect changes in our personal information practices.