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We respect your privacy rights and are dedicated to maintaining and protecting these rights. This Privacy Policy informs you of our commitment to privacy and explains the ways that State Street Canada collects, uses and discloses your personal information.2
During the course of our business relationship, we occasionally collect your personal information, or personal information that you have collected and disclosed to us.
In this Privacy Policy, “personal information” means information about an identifiable individual, such as an individual’s:
- age
- education
- home address
- social insurance number
- income
You may also provide us with personal information on behalf of your clients, employees, and/or pensioners that we require for certain services we provide such as if we are acting as registrar, plan or trust record keeper or for when we process activities relating to the administration or recordkeeping of pensioner benefit payments. The type of personal information we are sometimes required to collect includes an individual's street address, social insurance number, asset holdings, identification documents or other information necessary to perform the services on your behalf.
We will make all reasonable efforts to fully inform you about the planned use or disclosure of your personal information.
We collect personal information in a variety of ways: from various applications, trade instructions, verbal instructions, and other documentation that you provide to us. We may also receive this information from firms that assist us in administering your account and processing transactions on your behalf. We collect this information in order to service your account properly and provide you with the services you expect to receive. We limit our collection and use of personal information to that required for valid business purposes or to comply with legislation.
As a normal business practice in our industry, recorded lines are occasionally used for quality assurance and for a record of information exchanged. We may potentially obtain personal information via the use of such recorded telephone lines. In the event that a recorded line is in use for any telephone conversation, you will be notified that the line is recorded for quality assurance and for a record of the information that is exchanged.
When you visit and use our website you consent to the collection, use and disclosure of your personal information as outlined in this Privacy Policy.
Information is collected from you as a visitor to the website automatically through the use of “cookies.” Cookies are small data files that contain a unique identification number stored on your computer. Our website sends cookies to your computer’s browser to allow us to better understand who is coming to our site for the first time or is a returning visitor. When you visit this website, cookies are only used to record your preference and choices as you navigate through the site. This information helps us to customize the delivery of our website content and makes our website more useful to our visitors. The information collected through cookies is only stored for the length of time that you are connected to this web site. Once you leave this web site, the information is no longer retained.
The use of cookies is common on the internet and many web browsers are initially configured to accept cookies automatically. If you would prefer not to accept cookies, you can set your web browser to notify you when your computer is receiving a cookie or to refuse cookies automatically. To re-adjust your web browser’s cookie options, please refer to the instruction documentation of your particular browser, or seek online assistance.
We do not collect personal information about you when you visit our website, unless you choose to directly provide such information when contacting us via email or some other means. We will use this information to process your request and when applicable, respond to you. By contacting us in this manner, you consent to the collection, use and retention of this information for a reasonable period of time for the purpose of responding to your request.
We may use your personal Information in a variety of ways: to provide you with services (custodial, investment management, fund accounting, administrative, trustee and other related services); to improve our services; to make our procedures more efficient and/or to implement security measures.
We do not disclose any personal information that we have collected to anyone except as permitted by this Privacy Policy or as we may be required by law.
Occasionally, we may be required to provide information about you and your accounts and transactions to government agencies, self-regulatory organizations, industry associations and other similar bodies in order to comply with legal and regulatory requirements and in a manner consistent with industry best practices.
In the provision of our services, we may transfer personal information to an affiliated entity or third party service provider located in a domestic or foreign jurisdiction. In these situations, these third parties are made aware that such information is personal information. We take steps with those parties to ensure that such personal information is used for the required business purpose and afforded the same standards that we use with respect to such personal information. Where your personal information is disclosed to an affiliated entity or third-party service provider in a domestic or a foreign jurisdiction, such as the United States, it may become subject to the laws of that jurisdiction, including those laws governing disclosure.
We may become involved in the sale, transfer or reorganization of part or all of our business, and through the process we may disclose your information to the acquiring organization. However, we will require the acquiring organization to agree to protect the privacy of your personal information in a manner that is consistent with this Privacy Policy.
Access to your personal information is restricted to those employees, affiliates and third parties who need to know that information in order to provide you with the services required.
To protect the security and confidentiality of your personal information, we maintain physical, electronic, and/or procedural safeguards that meet the standards of applicable laws and regulations. Personal information will be retained only for the purpose for which it was collected, and the time that it is required, subject to reasonable business record retention policies, procedures and/or legal requirements.
By appointing us as your service provider, you consent to our collection, use and disclosure of the personal information as we have described in this Privacy Policy.
Where we are providing recordkeeping, pensioner benefit payment or other similar services, we use your personal information with your express consent. In instances where we are using the personal information of your clients, employees or pensioners that you have collected and disclosed to us, we will be relying on the consent to the collection, use and disclosure of personal information that you have collected and disclosed to us.
You can withdraw your consent at any time, subject to legal or contractual requirements, by contacting and providing us with reasonable notice, such notice must provide us with sufficient time to identify your personal information, explain your options and any consequences of withdrawing your consent. Where consent has been withdrawn, or where it has not been provided, we may not be able to provide a particular product or service where the personal information is essential to the delivery of that product or service.
There may be certain situations where we may be required to collect, use or disclose personal information without consent. For example, we may be required to comply with a court order or to comply with various Canadian or foreign jurisdiction statutes, regulations or agencies.
We will provide you access to the personal information we collect and retain about you or that you have provided to us. We commit to using all reasonable efforts to maintain the accuracy of your personal information. We will modify your personal information if it is not accurate upon written request.
Please contact our Privacy Officer if:
- you have any questions or concerns regarding your personal information or about this Privacy Policy
- you want more information about how to access any of your personal information held with us
- if you wish to withdraw your consent
You can contact the Privacy Officer by mail, email or telephone:
For clients of:
- State Street Trust Company Canada
- State Street Bank and Trust Company-Canada Branch
- State Street Global Markets Canada Inc.
- State Street Fund Services Toronto Inc.
By mail:
State Street Financial Centre
Attention: Chief Privacy Officer
30 Adelaide Street East - Suite 1100
Toronto, Ontario
M5C 3G6
By email: canada-information@statestreet.com
By telephone: (416) 362-1100
For clients of:
- State Street Global Advisors, Ltd.
By mail:
State Street Global Advisors, Ltd.
Attention: Privacy Officer
770 Sherbrooke Street West
Suite 1200
Montreal, Quebec
H3A 1G1
By email: SSgA_Compliance_Canada@ssga.com
By telephone: (514) 282-3059
We may change this policy from time to time, and will show the date the policy was updated at the bottom of the policy. You can obtain the most current version by contacting us as outlined above, or by accessing our website.
1 State Street Canada means the following State Street companies in Canada: State Street Trust Company Canada, State Street Bank and Trust Company-Canada Branch, State Street Fund Services Toronto Inc., State Street Global Advisors, Ltd. and State Street Global Markets Canada Inc.
2Throughout this document, the words “we” and “us” refer to State Street Canada. The words “you” and “your” refer to State Street Canada’s clients, former clients, potential clients, clients’ employees, as well as visitors to the State Street Canada website or persons who otherwise provide personal information to State Street Canada. This Privacy Policy does not apply to State Street Canada employees.
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