Welcome to the Privacy Policy for https://capintel.com/ (or the “Site”), operated by CapIntel Inc. (hereafter referred to as “CapIntel”, “we”, “us”, and “our”). Your privacy is very important to us. This Privacy Policy explains how CapIntel collects, uses and discloses personal information with respect to your use of and interactions with Site and our portfolio and fund comparison services (the “Services”) and through other interactions with us.
We may change certain parts of this Privacy Policy from time to time, so be sure to check this Privacy Policy regularly. We will indicate at the top of this Privacy Policy when it was most recently updated.
We collect personal information from you when you provide information directly to us, for example, when you contact us, register an account, purchase Services, run reports or make inquiries to our webmaster.
We may also collect personal information indirectly from third parties, such as service providers who process payments related to your subscription for our Services.
As set out below, we also collect personal information of your clients that you provide to us or authorize us to collect in order to provide the Services (“Third Party Data”).
We collect and use personal information for the following purposes:
Information we collect and use when we provide Services to our customers:
Information we collect and use through our website and other interactions:
Like many websites, we automatically collect technical data when you visit and use our Site.
IP Addresses and similar data: We may collect your IP address when you visit our Site to help us diagnose problems with our main computers, to administer the Site and system, to report aggregated information to our customers, and to audit the use of our Site. In limited circumstances, we may use IP addresses to help us verify that you are eligible to obtain the Services and, where we feel it is necessary to enforce compliance with our Terms of Use or to protect our Services, Site, users, customers, Site visitors or others. We also collect related information such as page requests, browser type, operating system and average time spent on our Site. We use this information to help us understand our Site activity and to monitor and improve our Site and Services
Cookies and similar technologies: We use “cookies”, scripts, pixel tags, etags, web beacons and other similar technologies on certain pages of our Site. These automatically collect data from a Visitor and transfer this information to the Visitor’s hard drive. Cookies help us recognize repeat Visitors, personalize the Site and communications and tailor content to match particular interests. We also use these technologies to track Site usage trends and patterns.
Analytics: We may use a third party such as Google Analytics to help us gather and analyze information about the areas visited on the Site (such as the pages most read, time spent, search terms and other engagement data) in order to evaluate and improve the user experience and the Site. These third parties may use cookies and other tracking technologies. For more information about Google Analytics or to prevent the storage and processing of this data (including your IP address) by Google, you can download and install the browser plug-in available at the following link: https://tools.google.com/dlpage/gaoptout?hl=en. You can also obtain additional information on Google Analytics’ data privacy and security at the following links:
As a matter of practice, we do not disclose, trade, rent, sell or otherwise transfer Third Party Data, except as set out in this policy or in our agreements with our customers.
Service Providers: We may share personal information with third party service providers who assist us in providing and administering the Site and our Services. Third parties may assist us with services such as processing payments, data hosting, sending communications, and providing marketing, analytics and advertising services. These third parties that process personal information on our behalf are contractually obligated to safeguard information and only use the information provided to them for the purposes outlined in this Privacy Policy. Our service providers may be located in Canada, the United States or other jurisdictions; however, Third Party Data is never handled by service providers outside of Canada.
Partners: It is possible CapIntel (including its present or future subsidiaries, joint ventures or any combination therefore) may transfer or assign personal information as a result of, or in connection with a proposed or completed merger, consolidation, change in control, transfer of assets, bankruptcy, reorganization, liquidation or other business transaction.
Legal and Compliance: We and our Canadian, U.S. and other foreign service providers may disclose personal information to government, regulatory and/or law enforcement agencies (i) in response to a search warrant or other legally valid inquiry or order, or to another organization for the purposes of detecting, suppressing or preventing fraud, (ii) if we believe the disclosure is legally required, appropriate in connection with an investigation of improper or illegal conduct in connection with our Site and Services, or (iii) as otherwise may be required or permitted by applicable Canadian, U.S. or other law or legal process, which may include lawful access by U.S. or foreign courts, law enforcement or other government authorities. Personal information may also be disclosed when necessary for the establishment, exercise or defence of legal claims and to investigate or prevent actual or suspected loss or harm to persons or property.
Our Site may be linked from another website, or have links to other websites such as social media platforms. These links are not intended as an endorsement of or referral to the linked websites. This Privacy Policy only relates to our collection and use of personal information and we are not responsible for the privacy policies and practices of other third party websites, including from any provided links. If you would like information on any other party’s privacy policy, you should contact that party directly, and we encourage you to do so.
CapIntel employs reasonable measures to protect and ensure the security of personal information from unauthorized use, access, disclosure, alteration, destruction or loss.
We retain personal information for as long as necessary or relevant for the listed purposes in this Privacy Policy, or as required to meet any applicable legal and retention obligations and, with respect to Third Party Data, in accordance with our agreements with you.
If we receive a request from an individual to access or update personal information we maintain on behalf of a customer, we will direct that individual to the relevant customer. We will assist our customers wherever possible in responding to individual access requests.
Subject to limited exceptions under applicable law, you have the right to access, update and correct inaccuracies in your personal information in our control. You may request access, updating and corrections of inaccuracies in your personal information in our custody or control by emailing or writing to us at the contact information set out below. We may request certain personal information for the purpose of verifying the identity of the individual seeking access to his or her personal information records.
If you have created a CapIntel account, you can also update or make changes to certain personal information by logging into your account.
In the event you wish to unsubscribe from receiving promotional email communications from CapIntel, you may opt-out by:
If you opt-out of receiving marketing-related emails communications from us, we may still send you important transactional and administrative messages, such as notifications regarding your account or subscription to our Services, or as otherwise consistent with applicable law.
You may also contact us at [email protected] to opt-out of the sharing of your information with business partners for marketing purposes.
To contact us with questions about this Privacy Policy, the treatment of personal information by us or our service providers or other product inquiries, send us an email at [email protected] and write “Privacy Policy” in the subject line.
Still Need Help? You may contact us at any of the following:
Mailing Address
Chief Technology Officer
140 Yonge Street, Suite 200
Toronto, ON
M5C 1X6
If you have any questions regarding the personal information we process on behalf of one of our customers, we encourage you to first contact the customer directly and/or review their applicable privacy policy. If you signed-up to receive marketing communications from one of our customers and now wish to unsubscribe, please contact the customer directly.