Legal Notices

Welcome to dimensional.com. This Site is owned and operated by Dimensional Fund Advisors Canada ULC ("Dimensional Canada"). Please read the following Legal Notices that are the terms and conditions of use for this site ("Site"). By using this Site and the information and services available through this Site, you agree to follow and be bound by these conditions of use. If you do not agree to these conditions, you are not entitled to use this Site.

This Site is for General Information Only 

The data, information, and content on this Site are for information, education and noncommercial purposes only and are subject to change without notice. Although Dimensional Canada may provide data, information, and content relating to investment approaches and mutual funds, you should not construe any such information or other content available through this Site as legal, tax or investment advice. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this Site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold Dimensional Canada or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this Site. By providing access to other websites, neither Dimensional Canada nor any of its affiliates is recommending or endorsing services provided by any website's sponsoring organization.

Materials relating to the Dimensional Canada funds should be read in conjunction with a fund prospectus that describes charges, expenses, and risks. Please obtain a copy of the prospectus, read it carefully, and consult your advisor before investing. Past performance is no guarantee of future performance. Copies of a fundprospectus can also be obtained from you financial advisor or from Dimensional Canada by calling 604-685-1633.

 

Information is for Canadian Residents Only  

This Site is provided for residents of Canada only. If you choose to access this Site from locations outside of Canada, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws. All figures quoted throughout this Site are in Canadian dollars, unless otherwise stated and excluding some Articles and Reprints that may contain references to foreign currencies. The information is not an invitation to enter into any legal agreement of any kind. 

Units of the Dimensional Canada Funds are qualified for sale only to residents in all of the provinces and territories of Canada. The information contained within this Site does not constitute an offer or solicitation in Canada or any jurisdiction where such offer or solicitation is not authorized or is unlawful, or an offer or solicitation to any person to whom it is unlawful to make such offer or solicitation, or a recommendation for any security under Canadian law. Prospective investors who are not resident in Canada should consult their financial advisor to determine if the securities may be lawfully sold in their jurisdiction of residence.

Except as provided above, no statement or information in this Site constitutes a recommendation, offer or invitation to invest in any financial products offered by Dimensional Canada or any company associated with Dimensional Canada.

 

References to "Dimensional"

References to "Dimensional" in this Site refer to Dimensional Fund Advisors worldwide group of companies rather than to one particular entity unless otherwise indicated or the content provides otherwise. These companies include Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors (US), Dimensional Fund Advisors Ltd. (UK), and DFA Australia Limited.

Performance and the Risk of Investing

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund prospectus before investing. Unless otherwise indicated, all rates of return are historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Their values change frequently and past performance may not be repeated.

Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets) and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. Investment in the Dimensional Canada funds are not insured or guaranteed by the Canadian government or any other party.

 

Indexes

Comparative indexes are unmanaged and do not reflect the payment of advisory fees and other expenses associated with an investment in a fund. Investors cannot invest directly in an index.

Taxes 

Mutual fund investors may receive taxable dividends and capital gain distributions. Your tax obligation may affect the after-tax returns realized from your investment. Please consult your tax advisor concerning your particular circumstances.

Your Account

If you maintain an account that you access via this Site, you are solely responsible for maintaining the confidentiality of your account and password and for restricting access to your computer. You agree to accept responsibility for all activities occurring under your account or password that are due to your conduct, inaction, or negligence.

License and Site Access

Dimensional Canada hereby grants you a limited, nonexclusive, nontransferable licence to view, bookmark, download, and print the pages within this Site and the documents, graphics, and media incorporated on those pages. The pages within this Site may be used solely for personal, informational, and noncommercial purposes. You may not modify, copy, distribute, transmit, post, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any pages, data, information, software, products, or services obtained from this Site, unless you have obtained the prior written permission of Dimensional Canada or you are using a service available through this Site. All rights not expressly granted herein are reserved by Dimensional Canada. Dimensional Canada expressly reserves the right to monitor any and all use of this Site.

Password Protected Areas 

Access to and use of password protected and/or secure areas of the Site are restricted to authorized users only. You may not obtain or attempt to obtain unauthorized access to such parts of our Site, or to any other protected materials or information, through any means not intentionally made available by us for your specific use. Unauthorized individuals attempting to access, or actually accessing, these areas can be subject to criminal and/or civil prosecution.

Internal E-mail 

E-mail over the Internet is not a secure medium and privacy cannot be assured. E-mail communication is not confidential and is subject to possible interception or loss, and is also subject to possible alteration. We discourage you from using e-mail for sending confidential or sensitive information. If you send e-mail (encrypted or not) to us over the Internet, you are accepting all of the associated risks of lack of confidentiality.

Linking

Dimensional Canada has not reviewed or authorized any sites linking to this Site. Links to other websites are not endorsements or approval of such sites, goods or services, and are meant for convenience only. We do not take responsibility for any websites linking to this Site or any links from this Site. Following links from and to this Site is at your own risk.

Trademarks and Copyrights

Certain names, words, titles, phrases, logos, icons, graphics or designs in the pages of this Site may constitute trade names, registered or unregistered tradenames or service marks of Dimensional Canada and/or Dimensional.

Copyright ©2016 Dimensional Fund Advisors Canada ULC All rights reserved. All content on this Site, including, but not limited to, text, graphics, audio clips, logos, buttons, images, digital downloads, data compilations, software, icons, html code, and xml code, is the property of Dimensional Canada and its affiliates or its suppliers, and is protected by applicable copyright laws. Unauthorized downloading, retransmission, storage in any medium, copying, redistribution, reproduction or republication for any purpose is strictly prohibited.

Downloading Software and Files

If you download software or files from this Site, the software—including any files or images incorporated in or generated by the software and data accompanying the software—and files (collectively, the "Files") are licensed to you by Dimensional Canada solely for your personal, noncommercial use. However, Dimensional Canada does not transfer title to the Files to you. You own the medium on which the Files are recorded, but Dimensional and its licensors retain full and complete title in and to the Files, including all intellectual property rights therein. You may not redistribute, sell, decompile, reverse engineer, disassemble, or otherwise reduce the Files to any other form whatsoever. Software from this Site is subject to applicable export controls. Software from this Site may not be downloaded or otherwise exported or reexported outside of Canada. By downloading or using any software from this Site, you represent and warrant that you are not located in, under the control of, or a national or resident of any country or territory outside of Canada.

Termination 

The rights granted to you herein terminate immediately upon any violation by you of these terms of use. Dimensional Canada reserves the right to terminate your access to this Site at any time, without notice, for any reason whatsoever. You agree that Dimensional Canada shall not be liable to you or any third party for any termination of your access to this Site.

Disclaimers and Limitations of Liability 

You expressly understand and agree that your use of this site is provided on an "as is" and "as available" basis. To the full extent permitted under applicable law, Dimensional Canada expressly disclaims all warranties of any kind, whether expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Dimensional Canada makes no warranty that: this site will meet your requirements; this site will be uninterrupted, timely, secure, or free of viruses, errors, worms, date bombs, time bombs, or other harmful components; the results that may be obtained from the use of this site will be accurate or reliable; the quality of any products, services, information, or other material obtained by you through this site will meet your expectations; any errors on this site will be corrected; and the data and materials presented or displayed on this site are correct, accurate, or reliable.

Any content or data downloaded or otherwise obtained through the use of this site is done at your own discretion and risk. You will be solely responsible for any damage to your computer system or loss of data that results from the download of any such content.

No advice or information, whether written or oral, whether obtained by you from Dimensional Canada, from a Dimensional Canada employee or agent, or through or from this site, shall create any warranty not expressly stated in these terms of use. Dimensional Canada will not be liable for any direct, indirect, incidental, special, consequential, punitive, or exemplary damages, including but not limited to, damages for loss of profits, revenue, income, goodwill, use, data, or other intangible losses (even if Dimensional Canada has been advised of the possibility of or could have foreseen such damages), resulting from any matter relating to this site. Dimensional Canada, its affiliates or their respective officers, directors, employees or agents will not be responsible for any failure to comply, by you or any third party, with these terms or with applicable federal, provincial and local laws.

Indemnity

You agree to indemnify, defend, and hold harmless Dimensional Canada, its subsidiaries and affiliates, and the officers, directors, employees, and agents of Dimensional and its subsidiaries and affiliates, from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this Site.

Integration 

If any provision of these Legal Notices is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severed and will not affect the validity and enforceability of the remaining provisions.

Choice of Law

Dimensional Canada controls and operates this Site from our offices within the Province of British Columbia, Canada. By visiting this Site, you agree that the laws of the Province of British Columbia and the laws of Canada applicable therein, without regard to principles of conflict of laws, will govern these terms and conditions of use and any dispute of any sort that might arise between you and Dimensional Canada arising from your use of this Site. The courts of the Province of British Columbia, Canada shall have exclusive jurisdiction to settle any dispute that may arise out of, under or in connection with these conditions and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.

Modifications

Dimensional Canada reserves the right, at its sole discretion and without your prior consent, to modify these terms and conditions of use at any time, and any such modification will be effective immediately upon posting the modification. We suggest that you check these Legal Notices periodically for modifications. If you use this Site after we post modifications to this Site, then you will be bound by such modifications.