Privacy Policy
General Privacy Notice
This is the web site of Advico Professional Investment Services, a division of Jewell Korte Ferro & Company, Inc.
We can be reached via mail at:
2004 Sherwood Drive
Sherwood Park, AB
T8A 0Z1
We can also be reached by telephone at 780 640 3322, Toll Free at 1 888 623 8426, by Facsimile at 780 640 3344, or by using the contact form provided on our contact page.
For each visitor to our web site, our analytics program automatically recognizes the visitor’s IP address, browser information, and e-mail address (where possible).
We collect the IP information of visitors to our web site, the e-mail addresses of those who post them through our contact forms, the e-mail addresses of those who communicate with us via e-mail, aggregate information on what pages visitors access or visit, user-specific information on what pages visitors access or visit, information volunteered by the visitor, such as survey information, name and address, telephone number, fax number.
The information we collect is used to improve the content of our web site, used to notify visitors about updates to our web site, and used by us to contact visitors for marketing purposes, however, it is not shared with other organizations for commercial purposes.
With respect to cookies: We do not set any cookies.
If you do not want to receive e-mail from us in the future, please let us know by calling us at the above telephone number.
If you supply us with your postal address on-line you may receive periodic mailings from us with information on new products and services or upcoming events. If you do not wish to receive such mailings, please let us know by calling us at the above telephone number.
Visitors who supply us with their telephone numbers on-line may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know by calling us at the above telephone number.
With respect to Ad Servers: We do not partner with or have special relationships with any ad server companies.
From time to time, we may use visitor information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will post the policy changes to our web site to notify you of these changes and provide you with the ability to opt out of these new uses. If you are concerned about how your information is used, you should check back at our web site periodically. Visitors may prevent their information from being used for purposes other than those for which it was originally collected by calling us at the above telephone number.
Upon request we can provide site visitors with access to a description of information that we maintain about them. Visitors can access this information by calling us at the above telephone number. Visitors can have this information corrected or updated by calling us at the above telephone number.
With respect to security: We have appropriate security measures in place in our physical facilities to protect against the loss, misuse or alteration of information that we have collected from you at our site.
If you feel that this site is not following its stated information policy, you may contact us at the above addresses or telephone number.
Investor Privacy Notice
As an organization that collects, uses and discloses personal information, Advico Professional Investment Services is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Advico Professional Investment Services provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Advico Professional Investment Services and your investment funds advisor, personal information will be collected in order to administer your mutual fund account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. This information allows for but is not limited to the buying and selling of mutual funds on your behalf, in addition to providing you with reporting and the administration of your account in a compliant and regulatory manner.
At times Advico Professional Investment Services may be required to provide this information to mutual fund companies in which you invest, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Advico Professional Investment Services are bound and must comply with the same federal/provincial privacy act(s). Advico Professional Investment Services does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information as listed in the foregoing Advico Professional Investment Services will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Advico Professional Investment Services we will consider that you have consented to our collecting, using and disclosing your personal information.
In representing Advico Professional Investment Services your investment funds advisor is acting on behalf of the mutual fund dealer, Professional Investment Services (Canada) Inc. Your investment funds advisor may also be licensed to sell other products and, therefore may wish to provide you with advice and services in that other capacity. Should they do so, your investment funds advisor will communicate with you directly regarding any additional use or disclosure of your personal information.
If you wish to review or make changes to your personal information you may do so by making a written request to Privacy Officer, Professional Investment Services (Canada) Inc., 5810 2nd St. S.W, Calgary, Alberta T2H oH2 Telephone: 1–888-229–0501
Should you have any questions or concerns regarding the use of your personal information we encourage you to speak with your investment funds advisor. Alternatively, you may contact the designated Privacy Officer for Professional Investment Services (Canada) Inc., at the address above.
Thank-you,
Advico
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