(This version of the Policy is in effect as of October 2022)
Fisher Asset Management, LLC (“Fisher Investments Canada”, “we” or “us”) is committed to protecting the privacy and confidentiality of your personal information. This Privacy & Cookie Policy sets out how Fisher Asset Management, LLC, which does business as Fisher Investments Canada and Fisher Investments, collects, stores, uses and discloses personal information (as defined below) concerning current and prospective clients, employment applicants and employees who are residents of Canada, as well as visitors to our Canadian websites (collectively, “Individuals” or “you”).
At any time that you provide us with personal information or otherwise interact with us, you are protected by the rights and safeguards contained in this Privacy & Cookie Policy and you explicitly agree to its terms. Depending on the sensitivity of the personal information and any standards or requirements established by applicable law, Fisher Investments Canada may also seek additional consent from Individuals for the collection, use or disclosure of their personal information through account opening documentation and other written agreements.
This Privacy & Cookie Policy also explains how we use cookies and similar technologies on our Canadian websites and subsites.
Any changes to this Privacy & Cookie Policy will be posted at https://www.fisherinvestments.com/en-ca/privacy. You can also access this Privacy & Cookie Policy via our homepage and from the bottom of every page by clicking on the appropriate link in the footer. We encourage you to periodically review this Privacy & Cookie Policy and any revisions thereto to ensure that you are familiar with the most current version.
When used in this Privacy & Cookie Policy, “personal information” means any information about an identifiable individual. This may include, for example, your name, contact information, email-address, employment history, payroll information and information relating to your account with us, including your identity and the services you use. It may also include other types of more technical information collected about Individuals who visit our Canadian websites, but only when this information can identify you as an individual. Personal information that is aggregated and cannot be associated with an identifiable individual is not considered to be personal information.
Fisher Investments Canada may collect the following personal information concerning Individuals:
Fisher Investments Canada may combine personal information collected by it and use it for the following reasons:
Individuals may at any time withdraw their consent to marketing communications and to commercial electronic communications as follows:
Fisher Investments Canada will not sell or lease personal information to third parties. However, we may share your personal information as follows:
Fisher Investments Canada is a US company located in the United States. Accordingly, Fisher Investments Canada transfers information to the United States. This information may be subject to US laws and accessible to US government, courts or law enforcement or regulatory agencies. Information may be held at the following Fisher Investments Canada locations:
While Fisher Investments Canada uses reasonable measures, when possible, to favor Canadian service providers, your personal information may in some circumstances be transferred, processed and/or stored by service providers in foreign jurisdictions, and may therefore be available to government authorities under lawful orders and laws applicable in such foreign jurisdictions. Fisher Investments Canada will strive to protect personal information disclosed to such foreign service providers by contractual agreements requiring that they adhere to appropriate confidentiality and security protections.
Individuals may contact Fisher Investments Canada at any time to request access to personal information Fisher Investments Canada maintains about them or to correct any inaccuracies in such information. Fisher Investments Canada can be contacted by mail, email or telephone as follows:
Fisher Asset Management, LLC
trading as Fisher Investments
ATTN: Data Protection Officer
6500 International Parkway
Plano, Texas 75093
United States of America
In each case, please ensure that full name and address are provided in exactly the form in which they were originally provided to Fisher Investments Canada to avoid any possible confusion with a different Individual.
Any questions or privacy-related complaints with respect to the collection, use, disclosure, or storage of personal information by Fisher Investments Canada can be forwarded to Fisher Investments Canada’s Data Protection Officer using the contact details above.
In order to protect against unauthorized access or disclosure, Fisher Investments Canada has put in place reasonable physical, electronic and managerial procedures that are designed to safeguard and secure personal information. Fisher Investments Canada uses encryption when collecting or transmitting sensitive personal information, including when transmitting such information over the Internet.
The Canadian websites of Fisher Investments Canada may contain links to enable Individuals to visit other websites of interest easily. However, once Individuals have used these links to leave our websites, Individuals should note that Fisher Investments Canada does not have any control over other websites. Therefore, Fisher Investments Canada cannot be responsible for the protection and privacy of any information that Individuals provide while visiting such sites and such sites are not governed by this Privacy & Cookie Policy. Individuals should exercise caution and review the privacy and cookie policies applicable to the website in question.
A cookie is a small text file with an identification tag that is created and downloaded to an Individual’s computer (or other device) when accessing webpages that use them. Cookies allow a website to, among other things, store and retrieve information about an Individual’s online activity, browsing habits, or computer (or other device).
Cookies can be categorized by who places them:
Cookies can also be categorized by their duration:
Lastly, cookies can be categorized by the function they serve. Fisher Investments Canada uses the following types of first and third-party cookies:
1. Functionality Cookies
Fisher Investments Canada uses functionality cookies to keep track of whether or not an Individual has consented to have other types of cookies placed on his/her computer (or other device) and, if the Individual has consented, to note when consent was obtained. Functionality cookies do not collect any personal information. Enabling functionality cookies may be necessary to access the full content of website material.
2. Personalisation Cookies
Personalisation cookies allow a website to remember information that changes the page’s appearance or behaviour, such as, for example, the language selected for viewing the page.
Fisher Investments Canada uses third party personalisation cookie services, and these companies may have access to information collected by the cookies.
3. Analytics Cookies
Analytics cookies analyse how Individuals browse a website and enable Fisher Investments Canada to measure the number of visitors to its websites, as well as to measure and analyse how Individuals interact with the websites. This information is used to improve the websites and the products or services offered.
Fisher Investments Canada uses third party analytics cookie services, and these companies may have access to information collected by the cookies.
4. Behavioural Advertising Cookies
Fisher Investments Canada serves advertisements on various websites using third-party companies. If an Individual visits a website or clicks on one of Fisher Investments Canada’s advertisements, behavioural cookies will be placed on the Individual’s computer (or other device).
Behavioural cookies allow Fisher Investments Canada to manage and optimise its digital marketing (e.g. banner ads, pages offering informational brochures, email campaigns, etc.). Behavioural cookies may be used to build a profile to provide an Individual with content more relevant to his or her interests. They adapt advertising and the content the Individual sees on other websites based on his or her browsing habits, including how the Individual navigates websites, as well as how the Individual interacts with internet advertising.
Fisher Investments Canada uses third party behavioural cookie services, and these companies may have access to information collected by the cookies.
To learn more about behavioural advertising cookies and to opt in or out of multiple advertising networks at once, you can visit the website Your AdChoices.
Some advertising networks do not participate in the Your AdChoices service. To opt out of some of these networks, please visit the consumer opt-out page of the Network Advertising Initiative.
As explained above, cookies help you to get the most out of the websites that make use of this technology. Disabling cookies may affect the functionality of many of the websites you visit. If you do disable cookies, performance and functionality will be affected. If you wish to delete, disable, or re-enable cookies, you may do so through your browser as follows:
From time to time, Fisher Investments Canada may use information for new, unanticipated uses not previously disclosed in its Privacy & Cookie Policy. If its information practices change at some time in the future, Fisher Investments Canada will post the policy changes to https://www.fisherinvestments.com/en-ca/privacy to notify Individuals of these changes and provide the ability to opt out or unsubscribe from these new uses. If Individuals are concerned about how information is used, they should check Fisher Investments Canada’s website periodically.