Accessible customer service policy

Assistive devices
We will ensure that our staff are familiar with various assistive devices that persons with disabilities may use while accessing our products and services. 

Communication
When communicating with people with disabilities, we will take their disabilities into account. We will train staff on how to interact and communicate with people with various types of disabilities.

Telephone services
We are committed to providing fully accessible telephone service to our customers. We will train staff to communicate in plain language and to speak clearly and slowly.

We will offer to communicate with customers by other mutually agreed-upon means if telephone communication is not suitable or is not available.

Use of service animals
We welcome service animals in all parts of our premises that are open to the public, unless excluded by law.

Support persons
People with disabilities who require a support person are encouraged to bring that person when meeting with our staff.

If there is a possibility that financial or confidential matters will be discussed, written consent may be required to protect the privacy of all individuals involved.

Notice of temporary disruption
If there is a planned or unexpected disruption to services or facilities for customers with disabilities – for example, if elevators are temporarily unavailable – Fidelity will notify customers promptly. Information will be prominently posted at the entrance to our offices and, depending on the nature of the disruption, on www.fidelity.ca. It will include the reason for the disruption, anticipated time for resolution, and a description of alternative facilities or services, if available.

Training for staff
Fidelity will provide training to all employees, volunteers and third party representatives who deal with the public or are involved in developing or approving customer service policies, practices and procedures. This training will be provided to staff as part of orientation training.

Training will include

• an overview of the Accessibility for Ontarians with Disabilities Act, 2005, and the requirements of the customer service standard,where applicable
• how to interact and communicate with people with various types of disabilities
• how to interact with people with disabilities who use an assistive device or require the assistance of a service animal or a support person
• what to do if a person with a disability is having difficulty accessing Fidelity’s products and services
• how to use the equipment or devices available on Fidelity premises to provide products and services to persons with disabilities
• Fidelity’s policies, practices and procedures relating to the customer service standard

Staff will also be trained on changes made to our accessible customer service plan.

Modifications to this or other policies
We are committed to developing customer service policies that respect and promote the dignity and independence of people with disabilities. No changes will be made to these policies before considering the impact on people with disabilities.

Feedback process and questions about this policy
The goal of this policy is excellent service for customers with disabilities. Customers who wish to provide feedback can do so by phone, mail, fax or email. Complaints will be addressed in accordance with our regular complaint management procedures.
Phone
Fidelity representatives are
available to speak to you from
8:00 a.m. to 8:00 p.m. EST,
Monday to Friday.
Toll-free: 1 800 263-4077
Telephone: (416) 307-5200
Fax: 1 800 387-8092
TTY: 1-800-855-0511

Mail
Fidelity Investments Canada
Attention: Accessibility
483 Bay Street
Suite 300
Toronto, ON
M5G 2N7

Email
Send us a message
at cs.english@fmr.com