Legal Notice and Privacy Protection

Fondaction Asset Management is committed to protecting the privacy of individuals and the confidentiality of the personal information it collects, holds, uses or communicates as part of its business relationship with its stakeholders. To this end, FGA has adopted a policy on the confidentiality and protection of personal information (the Policy) that falls within the scope of the Act respecting the protection of personal information in the private sector. In this context, personal information is any information concerning a natural person that allows, directly or indirectly, that person to be identified. Translated with DeepL.com (free version)

• A privacy policy for whom?

The Policy applies to the various activities of Fondaction Asset Management and to any person who interacts with FGA, whether as an investor, a user of the website, or a candidate for employment.

• Collection

Fondaction Asset Management limits the collection of personal information to that which is reasonably necessary to fulfill the purposes for which it was collected. The following are some of the sources from which we collect personal information:
- Directly from the person concerned or his or her legal representative, notably in the context of employment, a function or an office at FGA
- From a third party, such as an employer or financial institution
- Cookies, which are used when browsing our Web site A person is not required to provide Fondaction Asset Management with personal information when requested, but Fondaction Asset Management may not be able to provide certain products and services or process a request.

• How it's used

This information may be used, among other things, to confirm an individual's identity or for any other compatible or reasonable purpose set out in a consent agreement. Obtaining certain personal information may also be necessary for the prevention of fraud and financial crimes.

Fondaction Asset Management may use personal information for general purposes, for example:
2 - To provide or offer products and services or process requests
- To improve the customer experience and improve or develop the range of products and services, including use of the website.

• Is my personal information shared with third parties?

Fondaction Asset Management may communicate personal information to third parties such as agents, service providers, whose products, services or activities are related or complementary to those of FGA, and to other persons or organizations in accordance with the law.

When Fondaction Asset Management communicates personal information to third parties, it provides by contract, in accordance with the law, that the personal information communicated shall only be used for the purposes of carrying out the contract and that it shall benefit from reasonable protection measures, taking into account, for example, its sensitivity, use or quantity.

In addition, Fondaction Asset Management may disclose personal information where permitted or required by law, such as for tax purposes to the Canada Revenue Agency or Revenu Québec, or to fraud prevention agencies.

• Access requests and other interventions

Any request for access, rectification, modification, deletion or any form of complaint concerning the protection of personal information must be submitted in writing to the person responsible for the protection of personal information as indicated below:
• by e-mail to confidentialite@fga.com 
• by mail to : Fondaction Gestion d’actifs Responsable de la protection des renseignements personnels 2175, boulevard De Maisonneuve Est, Montréal (Québec) H2K 4S3 

The person responsible for the protection of personal information responds diligently to any request addressed to him, generally, within 30 days of receipt of the written request. If the person in charge is unable to respond, in whole or in part, to a request submitted to him, he will give the reason to the requestor.