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Why we need your information

When we collect information from you, we will explain what information we collect and how we intend to use it. This explanation is set out in the SAMI Privacy Agreement, which is included in the documentation you received when you opened an account with SAMI. Securities industry regulations demand that we obtain a minimum amount of information about you so that we can provide the proper level of service and supervision to your account. We may also base our recommendations about our products and services to you on the information that you provide to us. For example, we may use your date of birth to identify you, or to determine your eligibility for products or services, which may be of benefit to a certain age group. We require your SIN in order to comply with certain Canada Customs and Revenue Agency's reporting requirements. We may also use your SIN and Drivers License or Passport as a means of identifying you. Industry standards demand that we know your financial informationto help us identify products and services, which are suitable for you, such as the use of margin in an account. We gather only limited information about our readers. This information is then retrieved off the Website and stored on our internal proprietary databases within SAMI (it is not permanently stored on the Website). This basic information is used for specific reasons, as outlined below. More detailed and confidential information may be shared with us at your discretion, typically through more personal communication (i.e. phone conversations, personal meetings, etc.)


• Privacy Policy

• Why we need your information?

• How do we use your personal information on the website?

• Third Parties
• Protection of Information

• Your Right to Access Information
• Accuracy of Information
• Online Services

• How to change your information or deactivate it?
• Your Right to Withdraw Consent
• Addressing Your Concerns