WORLDSOURCE FINANCIAL MANAGEMENT INC.
PRIVACY INFORMATION
Your privacy is important to Worldsource Wealth Management Inc. and its subsidiaries and affiliates (collectively “Worldsource”).
To better protect your privacy, we provide this notice explaining our online information practices and the choices you can make
about the way your information is collected, used and disclosed.
Collection, Use and Disclosure of Personal Information
The purpose for which Worldsource Financial Management Inc. (“Worldsource”) will collect, use and disclose your personal
information is central to our providing you with our services. We believe that we cannot continue to provide you with those
services if you object to our collecting, using and disclosing your information for those purposes. Worldsource will therefore
consider that your continuing to maintain your account with us constitutes your consent to our continuing to collect, use and
disclose your personal information as described above. In future, if Worldsource identifies a new purpose for collecting, using
or disclosing your information, we will seek your consent before doing so.
The Necessity for Personal Information
Throughout the course of our relationship with you, Worldsource and your advisor (on our behalf) collect personal information
from you. This information typically includes “know your client” information about your personal circumstances, including
your financial situation and your investment objectives, as well as information about your investments, banking information
and social insurance number. Worldsource uses such personal information only for the purposes of administering your account
with us (including but not limited to buying and selling securities on your behalf, and reporting to you), and complying with legal
and regulatory requirements.
Disclosing Personal Information
Throughout the course of our relationship with you, Worldsource and your advisor (on our behalf) collect personal information
from you. This information typically includes “know your client” information about your personal circumstances, including your
financial situation and your investment objectives, as well as information about your investments, banking information and social
insurance number. Worldsource uses such personal information only for the purposes of administering your account with us
(including but not limited to buying and selling securities on your behalf, and reporting to you), and complying with legal and regulatory
requirements.
Worldsource does not disclose your information to any other organizations to use for their own purposes, and in particular never
sells or trades your personal information.
Protecting Personal Information
We apply the necessary and appropriate security measures to protect your personal information against unauthorized access and
misuse. We use a variety of security measures including:
• physical measures, such as locked fireproof cabinets, restricted access to offices and document shredding;
• organizational measures, such as restricted access to files and data centers;
• technological measures, such as network security, strong authentication and data encryption, password protection; and
• ongoing employee privacy and data security training.
Administering Personal Information
In representing us, your advisor is acting on our behalf. Many of our advisors are also licensed to sell other products, and may wish
to provide advice and services to you in that capacity. If they do so, they are not acting on our behalf, and they will communicate
with you themselves with respect to any other use or disclosure of the personal information they have collected on our behalf.
Quebec Residents
In the Province of Quebec, for the “object” of administering your account and complying with legal and regulatory requirements,
Worldsource creates a file containing your personal information. Only those employees whose job functions involve matters related
to the “object” of the file will have access to this information. If you wish to review or make changes to your file, you may do so by
making a written request to 625 Cochrane Dr., Suite 700, Markham, Ontario, L3R 9R9.
Privacy Officer
If you have any comments, inquiries or complaints about our handling of your personal information, we encourage you to contact
your advisor at his/her branch office. Alternatively, you may contact our Privacy Officer at:
Worldsource Financial Management Inc.
625 Cochrane Dr., Suite 700
Markham, Ontario L3R 9R9
Fax: (905) 415-0184
E-mail: Privacy@worldsourcewealth.com
Worldsource Financial Management Inc., sponsoring mutual fund dealer.
(Disclaimer/Privacy Policy)
All other products and services, including life insurance, critical illness/disability insurance, and private health services plans, provided through Fenske Financial Inc.
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