We do not disclose any non-public personal information about clients or former clients to non-affiliated parties, except as directed by clients, as necessary in order to service a client account, or as required by law. Your information is used by us or our service providers primarily to complete transactions or account changes that you request or authorize. In the normal course of serving clients, information we collect may be disclosed to companies that perform various services for us, such as transfer agents, custodians, proxy solicitation firms, or printers or mailers that may assist us in the distribution of investor materials. The organizations that receive client information receive only the information necessary to carry out their assigned responsibilities, are authorized to use that information only for the services required, and are not permitted to further disclose or use this information for any other purpose.
We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law (for example, to cooperate with regulators or law enforcement authorities, such as responding to a subpoena or other legal process, or to protect accounts from fraud), or to resolve client disputes.
We do not sell client information—whether it is your personal information or the fact that you are a Dimensional client—to anyone.
If you are an individual who has or will have an account with our funds, you typically provide personal information when you complete a Dimensional Canada fund account application or when you request a transaction. This information may include your:
• Name and address, including email address.
• Social Insurance Number or taxpayer identification number.
• Account balance.
• Investment activity.
• Information collected on our website.
Access to clients' non-public personal information is restricted to employees who need to access that information to provide products or services. To guard clients' non-public personal information, we have imposed physical, electronic, and procedural safeguards to guard clients' non-public personal information.
For questions concerning this policy, to seek access to and review your personal information held by us, or for further information regarding our privacy practices, please contact us by writing to: Privacy Officer c/o Legal, Dimensional Fund Advisors Canada ULC, 745 Thurlow Street, Suite 2110, Vancouver, BC V6E 0C5 Canada.
Dimensional Canada is committed to safeguarding your privacy online. Please be aware that websites that have links to our site or sites to which we have links may collect personally identifiable information about you. The information practices of those websites are not covered by this privacy statement. We may send you email notifications of pertinent information, such as an electronic newsletter. If you do not wish to receive such information, you may opt out by sending postal mail to Dimensional Fund Advisors Canada ULC, 745 Thurlow Street, Suite 2110, Vancouver, BC V6E 0C5 Canada.
Effective Date: April 19, 2019