Privacy Policy

PIMCO Canada Privacy policy
PIMCO Canada Corp. (PIMCO Canada) earns your trust by adhering to privacy principles in protecting your personal information. The term “personal information” refers to information that specifically identifies you as an individual and is provided to or collected by us. It includes, for example, your name and address, age and gender, personal information records, identification numbers such as your social insurance number (SIN), and your employment information. For corporate clients, this information also includes the names of officers, directors, owners, shareholders, jurisdiction of incorporation, financial information, and ownership structure.

Collection and use of personal information
PIMCO Canada is required under securities legislation and anti-money laundering legislation to collect information to verify the identity and reputation of clients. PIMCO Canada is also required under securities legislation to make a determination to ensure a proposed investment is suitable for you. To assess the suitability of proposed investments, PIMCO Canada will obtain information relating to your investment objectives, risk tolerance, investment knowledge, financial situation and circumstances. In providing services to clients, PIMCO Canada may be required to use and share personal information with its employees, third party service providers and other financial institutions. When you open an account with us, you authorize us to collect this information during the course of our relationship.

Sharing personal information
PIMCO Canada will not use or disclose personal information for purposes other than those for which it was collected except with the consent of the client or as required by law. Personal information will be retained only as long as necessary for these purposes or required by law.

Safeguarding personal information
Client personal information is protected by security safeguards that are appropriate to the sensitivity level of the information. All employees of PIMCO Canada are responsible for protecting client privacy, confidentiality and security. This obligation remains in effect even after an employee leaves the Firm. PIMCO Canada has appropriate controls in place over computer systems in compliance with its Privacy Policy.

PIMCO Canada will ensure that third party service providers requiring the use of personal information have appropriate security procedures and controls to protect the personal information of PIMCO Canada’s clients.

Websites maintained by PIMCO Canada or its service providers may use a variety of technologies to collect information that help PIMCO Canada and its service providers understand how the website is used. Information collected from a client’s web browser (including small files stored on a client’s device that are commonly referred to as “cookies”) allow the websites to recognize a client’s web browser and help to personalize and improve a client’s user experience and enhance navigation of the website. In addition, PIMCO Canada or certain of its service providers may use third parties to place advertisements for PIMCO Canada products on other websites, including banner advertisements. Such third parties may collect anonymous information through the use of cookies or action tags (such as web beacons). The information these third parties collect is generally limited to technical and web navigation information, such as a client’s IP address, web pages visited and browser type, and does not include personally identifiable information such as name, address, phone number or email address. If a client is a registered user of PIMCO Canada’s website, PIMCO Canada or its service providers or third party firms engaged by PIMCO Canada or its service providers may collect or share the information a client submits to us, which may include personally identifiable information. This information can be useful to PIMCO Canada when assessing and offering services and website features for a client. A client can change their cookie preferences by changing the setting on their web browser to delete or reject cookies. If a client deletes or rejects cookies, some website pages may not function properly. PIMCO Canada does not look for web browser "do not track" requests.

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