Last updated: September 13, 2023
*An “Affiliate” is an organization that directly or indirectly controls another entity, or has common control alongside another entity. An “Affiliate” could be a parent company or a subsidiary company. In our case, One Wealth Technologies Inc. is OneVest Management Inc.’s parent company and therefore is considered an “Affiliate”.
Q: What is personal information?
A. Personal information is information about an identifiable individual (excludes business contact information generally found on a business card, public website(s), social media, or work email signature fields). This includes information about your product, service and/or usage.
Q. Why does OneVest collect information?
A. Collecting information helps us serve you better. OneVest collects personal information only for the following purposes:
Your personal information will not be used for any other purposes without your consent.
Q. Where does OneVest store personal information that it has collected?
We may expect the parties to whom we transfer personal information to strive to provide an equivalent level of protection. However, they, both abroad and in Canada, are subject to the laws of the countries in which they are located or headquartered. In the United States, this means that your personal information may be subject to U.S. disclosure obligations.
Q. Can I withdraw my consent to the sharing of information when the purpose is for promoting products and services?
A. You may decide that you prefer us not to further share your personal information to promote products and services. If this is the case, you may advise us in writing by sending an email to OneVest’s Privacy Officer at firstname.lastname@example.org or by mail to Attention: Privacy Officer (OneVest), PO Box 1145, STN Central, Calgary, AB, T2P 2K9.
Q. Do you share personal information with any other parties, and if so, who?
A. We understand “personal information” broadly to be customer name, payment information, and account activity like volume of data transferred and unique identifiers like IP addresses, and anything else, that when added to what many third parties already know, could identify you personally.
We do not share personal information with anyone outside of our agents acting on our behalf (including our Affiliates, etc.) where we can avoid it. However, there are contractual, court-ordered, and emergency circumstances when we have to do so. When we do, we limit it to the information required in the circumstances, inform you where allowed, provide it only for the purpose stipulated, and make it subject to strict terms of confidentiality. We may require the parties to whom we transfer personal information to provide an equivalent level of protection and may require the employees of these parties to adhere to our privacy standards. When a court orders us to provide personal information, we tell you about it unless we have been ordered by law not to (for example, due to potential illegal activity), and we follow up regularly to question whether non-disclosure orders ought to remain in force.
Q. How does OneVest safeguard personal information?
A. We take all the necessary precautions to ensure the safeguarding of your information. In all cases, information is retained in secure facilities, protected from unauthorized access and kept only as long as is reasonably required. For example, our electronic files are backed up for redundancy, password protected and accessible only by authorized employees, on a need-to-know basis.
Q. What are “cookies” and does OneVest use them?
Q. Who is the individual at OneVest who oversees the protection of personal information and ensuring that applicable privacy legislation is implemented and complied with?
A. OneVest’s Privacy Officer. They may be contacted at email@example.com or by mail to Attention: Privacy Officer (OneVest), PO Box 1145, STN Central, Calgary, AB, T2P 2K9.
Q. Is there a further complaint procedure?
A. If OneVest’s Privacy Officer does not resolve a privacy issue to your satisfaction, you may file a complaint with the Privacy Commissioner of Canada through their website at http://www.priv.gc.ca/ or by writing to the Office of the PrivacyCommissioner of Canada, 30 Victoria Street, Gatineau, Quebec, K1A 1H3.