905-836-4185
YOUR PRIVACY IS IMPORTANT TO US
YOUR PRIVACY IS IMPORTANT TO US
Protecting your privacy and safeguarding your personal information is a part of our organizational ethics and values and will always be one of our highest priorities. Under certain circumstances, your personal information may be shared among third parties.
We are allowed to use your personal information only if we have a proper legal basis to do so. This includes sharing the information outside of Zoobla Financial Inc. We may use your personal information on the following basis:
- to fulfil a contract we have with you
- to comply with legal and regulatory obligations;
- for legitimate business purposes. Using your personal information helps us to operate and improve our business and minimize any disruption to the services that we may offer to you;
- where we are processing information based on your consent;
- for the establishment, exercise or defence of legal claims or proceedings; or
- for the purpose of fraud, crime prevention, suppression or detection
Access to your information is restricted to authorized employees who have a legitimate business purpose for using it.
Unauthorized use and or disclosure of client information by an employee of Zoobla Financial is strictly prohibited. All employees are required to maintain the confidentiality of client information at all times and failing to do so will result in appropriate disciplinary measures, which may include dismissal.
OUTSIDE SERVICE SUPPLIERS
We may use service providers to perform specialized services on our behalf such as cheque-printing, research, marketing, mail distribution or data processing. Our service providers may at times be responsible for processing or handling personal information. They are provided only the information necessary to perform the services. In addition, we require them to protect the information in a manner that is consistent with our privacy policies, security practices and in line with the Supplier Code of Conduct.
OTHER THIRD PARTIES
We will only share your information with other third parties as indicated under your account agreement and accepted terms and conditions or under the following special circumstances:
- to respond to valid and authorized information requests from domestic and international authorities;
- as permitted or required by law, to comply with laws, regulations, subpoena or court order;
- for the purposes of fraud or crime prevention, suppression or detection; or
- to protect the personal safety of employees, clients or other third parties on Zoobla Financial property.
COUNTRIES TO WHICH WE TRANSFER YOUR INFORMATION
Your personal information may be transmitted through, stored or processed in countries other than your home country, in which case the information is bound by the laws of these countries.
These countries may include, but not limited to:
- Canada
YOUR RIGHT TO ACCESS YOUR PERSONAL INFORMATION
YOUR RIGHT TO ACCESS YOUR PERSONAL INFORMATION
- In the normal course of business, you receive periodic access to information in the form of transaction activity records, including account statements and trade confirmations.
- If you want to access any personal information we hold about you, you may submit a written request to Zoobla Financial. To avoid delays in obtaining your information, please provide sufficient detail to permit us to identify you and the specific information that you are requesting.
- Please note that there may be instances where access may be restricted as permitted or required by law. We will advise you of the reasons for restricting access subject to any legal or regulatory limitations.
- You can request, where applicable in your jurisdiction, restriction, portability or removal of the personal data that we process about you at any time by sending a request to your Advisor.
If you have any questions about our privacy policies and how they relate to you please contact us at newbusiness@zooblafinancial.com
We may use your personal information for the purposes communicated to you at the time of collection or in your agreement(s) with us, including:
- to verify your identity and to authenticate you when you contact us;
- to provide you with the financial products and services requested;
- to communicate to you any benefit, feature and other information about products and services you have with us;
- to better understand your financial situation and determine your eligibility for products and services we offer;
- to meet regulatory and legal requirements;
- if we have your social insurance number or social security number, and you hold a product generating income, we may use it for tax related purposes and share it with the appropriate government agencies.
KEEPING YOUR INFORMATION SAFE AND ACCURATE
KEEPING YOUR INFORMATION SAFE AND ACCURATE
Ensuring your confidentiality by protecting your personal information is fundamental to the way we do business. We will do our utmost to ensure the information we have about you is accurate and complete and will keep your personal information for as long as required to comply with all business, legal and regulatory record keeping requirements and aligned with our internal policies and retention schedules. This commitment extends to our online services and any new technologies we employ.
As we make decisions based on the information we have, we encourage you to help us keep your information current.
Contact us at any time if you wish to verify the accuracy, update or correct the personal information we have about you.
- You are always in control of your personal information and providing us with your information is always your choice. You can withdraw your consent to the processing of your personal information (where we are processing your personal information based on your consent). If you object to the processing of your personal information, or if you have provided your consent to processing and you later choose to withdraw it, we will respect that choice in accordance with our legal obligations. However, your decision to withhold particular details may limit or prevent us from providing holistic financial advice based on your specific needs or providing products or services you have asked for.
- If you do not wish to receive promotional materials from us, or you do not want your personal information shared, you may contact your Advisor.
Questions? Contact is by newbusiness@zooblafinancial.com or call 905-836-4185.
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17665 Leslie St, Unit 27
Newmarket, ON L3Y 3E3
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