Fidelity Canada privacy policy

Fidelity has always been very serious about the confidentiality, integrity and security of your personal information. We believe that treating your personal information with the highest degree of respect is integral to our relationship with you.

Summary

  • If you are an investor, Fidelity collects your personal information only as necessary to provide you with products and services, as well as to meet regulatory and tax requirements.
  • If you are an advisor who uses the section of our website restricted to advisors, we collect your personal information to ensure that we keep you informed of products and services you may be interested in.
  • Fidelity does not sell your personal information.
  • Your information may be shared with third-party service providers, in confidence, to provide services such as the preparation and mailing of client account statements.
  • We may also share your information with other Fidelity companies, other financial institutions and government organizations and, if you are an investor, your advisor. Where information is shared outside Fidelity, it is on a strictly limited basis to complete transactions on your behalf, to provide you with services or to meet legal obligations, such as tax reporting.
  • Your personal information may be stored and processed by Fidelity affiliates in Canada and abroad.
  • Fidelity requires that our service providers and affiliates protect your information and only use it for the limited purpose of providing their services to us.
  • Personal information is collected from our interactions with you. We might interact with you directly, such as when you call or write to us or visit fidelity.ca, or we might interact with you indirectly, such as if you are an investor, through your advisor.
  • Your personal information is protected by extensive physical, electronic and procedural controls, and we regularly review these controls to determine whether they need to be adapted to respond to changing requirements and advances in technology.
  • When accessing our online services, we use a variety of protections designed to maintain the security of your online session. For example, we make extensive use of firewall barriers, encryption techniques and authentication procedures.
  • When you visit our Internet sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our websites.
  • We use cookies and similar technologies to support the operation of Fidelity websites, as well as to promote products and services that may be of interest to you. You can refuse or delete cookies.
  • Fidelity advertises our products and services on websites not affiliated with Fidelity. We do not permit these companies to use information they collect on Fidelity’s behalf for any purpose other than to assist them with advertising Fidelity products and services.
  • You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it.
  • You may withdraw all or part of your consent for us to use your personal information, within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we provide to you.

Please click on the following questions or topics to obtain more detailed information.

What information do we collect and what do we do with it?

  • We collect information to better serve you. The type of information depends on the service we provide.

    If you are an investor, we collect your name, contact information, Social Insurance Number and other information necessary to provide you with fund management services, to keep records, to prevent error and fraud, to provide you reports and tax reporting or to respond to inquiries from your advisor, if you have one. Your personal information may also be used for educational and marketing purposes, including sending material to provide you with product information and better services.

    If you are an advisor who uses the section of our website restricted to advisors, we collect your name, as well as information on the types of tools, products and services that may interest you based on your use of our website, so as to ensure that we can keep you informed of other such products and services.

    We do not sell any personal information. Portions of your personal information may be provided, in confidence, to third-party service providers for services that include the preparation and mailing of client account statements or other documents on our behalf. At times, we may use affiliated Fidelity companies, located outside of Canada, including the European Union, the United Kingdom, and the United States, to perform data storage and processing services for us. This may involve the transfer of your personal information to these entities. In such cases, the information is subject to the laws of Canada and the laws of the service provider’s place of business. In all cases, we require that our service providers protect your information and only use it for the limited purpose of providing their services to us.

    We may also share your information with other Fidelity companies, other financial institutions and government organizations and, if you are an investor, your advisor. Where information is shared outside Fidelity, it is on a strictly limited basis in order to complete transactions on your behalf, to provide you with services or to meet legal obligations, such as tax reporting. We might be required to disclose personal information in response to a search warrant, court order or other demand or valid inquiry. This may include requests from regulators, including, but not limited to, the Mutual Fund Dealers Association of Canada or the Investment Industry Regulatory Organization of Canada, or the provincial securities commissions. A regulator may, in turn, disclose your personal information to other regulatory or government organizations. Fidelity may also share your personal information with certain government entities if there is reasonable cause to believe your personal information has been compromised and reporting to such an entity may reduce or mitigate the risk of significant harm to you.

How do we collect information?

  • Personal information is collected from our interactions with you. We might interact with you directly, such as when you call or write to us or visit fidelity.ca, or we might interact with you indirectly, such as if you are an investor, through your advisor. We may record your telephone or online discussions with our representatives, and we may monitor live or recorded calls or online discussions for our mutual protection, to enhance customer service, for training purposes and to confirm our discussions with you. No matter how we collect your personal information, we try to ensure its accuracy and completeness to the extent required for our use of the information. In order to maintain the accuracy of your information, please make sure we know about any changes as soon as possible.

How do we protect your personal information?

  • We have always considered the protection of sensitive information to be a foundation of customer trust and a sound business practice. We employ extensive physical, electronic and procedural controls, and we regularly review these controls to determine whether they need to be adapted to respond to changing requirements and advances in technology. Within Fidelity and among our service providers, we aim to restrict access to personal information to those who need it to provide products and services to you.

What protection do you have online?

  • We believe that privacy, security and service in our online operations are just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices.

    We use a variety of protections designed to maintain the security of your online session. For example, we make extensive use of firewall barriers, encryption techniques and authentication procedures.

    When you visit our Internet sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our websites. This information may be used, for example, to alert you to software compatibility issues, improve our web design and functionality or to provide you with customized services.

Cookies and similar technologies

  • Cookies are small amounts of data that a website sends to a web browser on a visitor’s computer. We use cookies and similar technologies to support the operation of Fidelity websites, as well as to promote products and services that may be of interest to you.

    You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on a Fidelity website, or if you delete cookies, you may experience some inconvenience in your use of Fidelity websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.

    Website cookies

    Our cookies help us to collect information about visitors to Fidelity websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Fidelity cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

    Using our website indicates that you accept the use of “performance” cookies. If you prevent them, it affects our ability to improve our site for our users.

    These cookies are collected via Google Analytics, which is a web analytics service provided by Google Inc. that provides statistics about visitors to our website. You can opt out of these cookies by clicking here.

    Email cookies

    Fidelity also uses cookies and similar technologies in the emails that we send. We will gather information such as your IP address and geographical location, as well as whether you open the email, which links you click on within the email and any Fidelity webpages you subsequently visit. We will have the ability to link any activity on Fidelity webpages and emails we send to your email address. This is done by matching your IP address, as opposed to storing any personal information about you. Please note this does not track any activity on non-Fidelity pages. You can remove these cookies from your device at any time by clearing your cookies and cache.

    Targeting or advertising cookies

    Targeting or advertising cookies are used to deliver advertisements relevant to you. They are also used to limit the number of times you see an advertisement, as well as to help measure the effectiveness of the advertising campaign.

    Targeting cookies are used to

       •  understand what Fidelity advertisements you might be interested in on our site
       •  understand what Fidelity advertisements you might be interested in on other sites

    As part of this, we use several third-party services to help us understand what advertisements you might be interested in. These cookies hold information about your computer, and they might hold a record of what other websites you've looked at, so that we can show you promotions while visiting other websites. We may also use anonymized and encrypted “remarketing” lists passed to digital advertising services to show you relevant ads, generate similar audiences and show dynamic ads.

    We may also use advertising cookies to link to social media networks such as LinkedIn and Twitter. They will use any information about your visit to the Fidelity website to then deliver targeted advertising to you. The information collected is anonymous but may include details such as your IP address. By using our website, you agree to these cookies being placed on your device. You can opt out of these cookies at any time by checking your settings with the relevant social media platform or within your browser.

    Fidelity has engaged the following service providers, who may use advertising or targeting cookies; you can opt out of vendor-specific cookies by clicking on the relevant links below:

    Google Display Network & Floodlight – Google Display Network platform provides digital advertising on websites to promote your business, easy and effective. Opt out of Google Display Network & Floodlight cookies.

    DoubleClick Advertising – DoubleClick is a subsidiary of Google that develops and provides Internet ad serving services. Opt out of DoubleClick cookies.

    Bing – Bing Ads (a Microsoft product) is a service that provides pay-per-click advertising on both the Bing and Yahoo! search engines. Opt out of Bing cookies.

    AdWords – AdWords (Google AdWords) is an advertising service by Google for businesses wanting to display ads on Google and its advertising network. Opt out of AdWords cookies.

    LinkedIn – LinkedIn is a business- and employment-oriented social networking service that operates via websites and mobile apps. Opt out of LinkedIn cookies.

    Twitter – Twitter is an online news and social networking service where users post and interact with messages, “tweets.” Opt out of Twitter cookies.

Fidelity’s Investment Professional (Mobile) App

  • Fidelity’s Investment Professional App allows advisors to access news, research and other information using wireless or mobile devices. This privacy statement applies to any personal information or other information that we may collect through the Investment Professional App.

What privacy rights do you have?

  • You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it.

    You may withdraw all or part of your consent for us to use your personal information, within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we provide to you. Please contact us to learn more.

How do you contact us about privacy?

  • We welcome your privacy questions.

    Investors or advisors:
    Email:
    FICCustService@fidelity.ca
    Telephone: 1 800 263-4077

    If you are not satisfied with the results of your email or phone call, contact

    Chief Privacy Officer
    privacy@fidelity.ca

    Telephone: 1 800 263-4077
    Fax: (416) 307-5349

    or by mail at:

    Attention Chief Privacy Officer
    Fidelity Investments
    483 Bay Street, Suite 300
    Toronto, ON
    M5G 2N7

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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