We at Antigonish Financial Group, are committed to safeguarding the personal information of our customers. This notice will help you understand how we safeguard and use the information we collect.
Why and How We Collect Personal Information: We collect information that assists us in servicing your financial needs. This information helps us provide you with a high standard of customer service, process your transactions, provide products that may interest you and fulfill legal and regulatory requirements. The personal information we collect includes information collected on applications and related forms such as, name, address, social insurance number, bank reference, annual income and net worth.
How We Protect Information: Our employees maintain and protect the confidentiality of your personal information by utilizing physical, electronic and procedural safeguards.
Protecting our clients’ privacy is of paramount importance at Antigonish Financial Group. It is our policy that no private client financial information obtained by us is sold or made available to third parties except that:
- Third parties may be used by Advisor to assist in the management or maintenance of client accounts (such as a client’s custodian);
- Client information may be released to client’s accountancy, legal and other third party representatives at client’s direction;
- Client information may be released in accordance with applicable laws and regulations.
We will not share nonpublic personal information about our clients with nonaffiliated third parties without prior client consent, except for specific purposes described above.
