information” refers to information that specifically identifies you as an individual and is provided to or collected by us. It includes, for example, your
name and address, age and gender, personal information records, identification numbers such as your social insurance number (SIN), and your employment
information. For corporate clients, this information also includes the names of officers, directors, owners, shareholders, jurisdiction of incorporation,
financial information, and ownership structure.
Collection and use of personal information
PIMCO Canada is required under securities legislation and anti-money laundering legislation to collect information to verify the identity and reputation of
clients. PIMCO Canada is also required under securities legislation to make a determination to ensure a proposed investment is suitable for you. To assess
the suitability of proposed investments, PIMCO Canada will obtain information relating to your investment objectives, risk tolerance, investment knowledge,
financial situation and circumstances. In providing services to clients, PIMCO Canada may be required to use and share personal information with its
employees, third party service providers and other financial institutions. When you open an account with us, you authorize us to collect this information
during the course of our relationship.
Sharing personal information
PIMCO Canada will not use or disclose personal information for purposes other than those for which it was collected except with the consent of the client
or as required by law. Personal information will be retained only as long as necessary for these purposes or required by law.
Safeguarding personal information
Client personal information is protected by security safeguards that are appropriate to the sensitivity level of the information. All employees of PIMCO
Canada are responsible for protecting client privacy, confidentiality and security. This obligation remains in effect even after an employee leaves the
PIMCO Canada will ensure that third party service providers requiring the use of personal information have appropriate security procedures and controls to
protect the personal information of PIMCO Canada’s clients.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. PIMCO Canada Corp., 199 Bay Street, Suite 2050, Commerce Court Station, P.O. Box 363, Toronto, ON, M5L 1G2, 416-368-3350. ©2017, PIMCO.
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