Privacy and Cookies

Privacy Policy

The purpose of this Privacy Policy is to inform you about the types of Personal Information that Parvis Invest Inc. (“Parvis,” “we,” or “us”) collects, uses and discloses in connection with the Parvisinvest.com website and the Parvis service (collectively, the “Site”). It explains how we use and disclose that information, the choices you have regarding such use and disclosure, and how you may correct that information. By accessing the Site, you agree to the terms of this Privacy Policy.

We are committed to your privacy, by complying with the applicable privacy laws and regulations in Canada.From time to time, we may make changes to this Privacy Statement. The Privacy Statement is current as of the “last update” date which appears at the top of this page. We will treat Personal Information in a manner consistent with the Privacy Statement under which it was collected, unless we have your consent to treat it differently. This Privacy Statement applies to any information we collect or receive about you, from any source.This Privacy Statement applies only to the collections, uses and disclosures of Personal Information by Parvis and not to other web sites that we have linked to the Site.

Parvis needs to collect Personal Information from our clients and prospective clients in order to properly fulfill its duties. Understanding a client’s needs and wants, financial position and family issues helps ensure that investment recommendations are suitable (when applicable) and that Parvis can offer, provide and enhance its Services to meet client needs. Parvis is committed to protecting the confidentiality of Personal Information in its possession.

“Personal Information” is any information that is identifiable with you. This information may include but is not limited to your name, mailing address, phone number, email address, birthday, age, address, social insurance number, educational and/or employment history, banking information, investment objectives, and investment experience. Personal Information, however, does not include your name, business title or business address and business telephone number in your capacity as an employee of an organization.

Parvis is committed to protecting Personal Information

Personal Information provided to Parvis is protected against loss, theft, unauthorized access, use, disclosure, copying, or modification by safeguards appropriate for sensitive information. Personal Information is retained in a designated secure area or electronic database. All Parvis personnel are responsible for ensuring the confidentiality, appropriate use and protection of all Personal Information to which they have access as a result of their relationship with Parvis and for compliance with Parvis’s Privacy Policy. The Chief Compliance Officer (“CCO”) is responsible for Parvis’s overall compliance with any applicable laws and standards governing Personal Information in its possession. All inquiries or concerns regarding the use of Personal Information, including information that has been transferred by Parvis to a third party, must be directed to the CCO.

Parvis will explain why it needs Personal Information

The purposes for which Personal Information is collected, used and shared by Parvis will be disclosed to clients at or before the time their information is collected, either through this Privacy Policy, in documents such as account opening forms and subscription agreements, or orally. Parvis will collect, use, disclose and retain Personal Information to the extent necessary to fulfil the purpose for which the information was collected, and any new purpose that has been disclosed to clients. In general, Personal Information will only be used and disclosed for the purposes for which it was collected or as permitted or required by law. Parvis transfers Personal Information to service providers under contract to Parvis that provide accounting, legal and similar services. Parvis requires its service providers to protect Personal Information to the same degree as information in the possession of Parvis. Personal Information will be retained for seven years following the end of the client relationship or longer where permitted or required by law. When Personal Information is no longer required, all documentation will be destroyed in a manner commensurate with its sensitivity.

Parvis will seek consent before handling Personal Information

Parvis will make reasonable efforts to ensure that clients understand the nature, purpose and consequences of the collection, use and disclosure of their Personal Information. Parvis will generally seek express consent, but where appropriate Parvis may rely on implied consent of clients to the collection, use and disclosure of their Personal Information. Subject to legal requirements and reasonable notice, clients may withdraw their consent to the collection, use and disclosure of their Personal Information. However, this may prevent Parvis from continuing to provide services to the clients. In some cases, Parvis may collect, use or disclose Personal Information without a client’s consent, such as to investigate a breach of law or contract, to prevent fraud or financial abuse, to comply with legal obligations and regulatory requirements, or to enforce its legal rights.

Contacting Parvis about Personal Information

Parvis strives to keep client information as accurate as necessary for the purposes for which it is used. Clients are welcome to contact Parvis in writing to update or request the correction of Personal Information held by Parvis. In addition, clients may make written requests for access to Personal Information held by Parvis and a description of how the information is used or disclosed. In some cases, Parvis may not provide the access requested, such as where it would reveal third party Personal Information, confidential commercial information, or legally privileged information, or where the access could threaten the interests of Parvis or third parties. In other cases, Parvis may charge a fee to provide the requested access to Personal Information. Clients with questions about the handling of their Personal Information are invited to contact the CCO at info@parvisinvest.ca.

Cookies

In order to better understand your needs and improve our Site as a result, by offering a better and more personalised service, remembering your preferences, and generally improving your experience, we collect information such as the number of hits on our site, the pages most frequently accessed and information about access to our secure Site. This information comes from Web server log files from which we compile overall statistics in order to improve our site and the services we provide to our clients. Cookies are small text files that are placed on your computer by websites that you visit. Cookies can be categorised in accordance as set out below:

  • Strictly necessary cookies – these cookies are essential in order to enable you to move around a website and use its features and enable services you have specifically asked for. Consent is not generally required for these cookies.
  • Performance cookies – these collect information about how visitors use a website, for example, by recording which pages users go to most often (usually on an anonymous basis).
  • Functionality cookies – these cookies allow a website to remember the choices a user makes, such as a username or language preference.
  • Targeting or advertising cookies – these collect information about a user’s browsing habits and are generally placed by advertising networks with the website operator’s permission.

Most browsers are initially set to accept cookies. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies as soon as you visit our site. You may refuse to accept cookies by activating the setting on your browser which allows you to refuse the setting of cookies. If you wish to withdraw your consent at any time, you will need to delete your cookies using your internet browser settings. The “options” or “preferences” options in your internet settings function within your browser should tell you how.

Please consult google.com/intl/en-GB/policies/technologies/cookies for information or useful advice on managing your cookie settings. For information on how to do this on the browser of your mobile phone you will need to refer to your handset manual. Also, you can access more information about cookies at allaboutcookies.org and youronlinechoices.eu.

Providing your consent

Please be aware that if you select to restrict cookies you may be unable to access certain parts of Parvis’s Site. You may delete or block cookies, but parts of the Site may not work. By continuing to use our Site, you are agreeing to our placing cookies on your computer or mobile device in order to analyse the way you use our Site. Please read this cookie policy carefully for more details about the information we collect when you use this site. If you do not wish to accept cookies in connection with your use of this Site, you must stop using our site.