To call our Client Contact Center
|Outside of Montreal|
|1 800 291-0337|
To log in and access your accounts, you need to know your Username and password.
You must be registered to transactional website. Your username is the one you chose when you first registered on the transactional website. It cannot be changed.
Your password must contain at least eight (8) characters, of which at least one (1) must be a numeric character, at least one (1) must be a capital letter and at least one (1) must be a lowercase letter. Your password can be changed at any time in your profile information (click “My profile” in the upper left corner of your screen, under your name).
Registration: 5 questions
To authenticate, you must provide the following information (all fields are required).
Security Key: This is the user code you have been using to access the previous version of the transactional website.
- FÉRIQUE Account Number: the number of your FÉRIQUE account is composed of a series of 4 to 6 digits, no spaces or other characters. It usually appears on the first page of your statement, in the middle of the left margin.
- The last 3 digits of your Social Insurance Number
- Postal code
- Date of birth
If your answers do not get you passed authentication, it means they do not match the information we have on file for your account. In this case, please contact the Client Contact Center.
Registration: Choose your username and password
Please select your username and password. You will use them to identify yourself when entering the transactional website. Note that your username cannot be modified once it has been set.
The password must contain at least eight (8) characters, of which at least one (1) must be a numeric character, at least one (1) must be a capital letter and at least one (1) must be a lowercase letter.
We take the necessary precautions to prevent your information, regardless of its form or location from being lost, destroyed, stolen, consulted, disclosed, copied, used or altered without authorization. We have implemented various security measures, such as:
- Physical measures: Including the protection of infrastructure, such as ensuring that access to our premises is secure, and that equipment is in a secure location.
- Administrative measures: Aimed at limiting access to your personal information. Only employees who need to consult your information for work purposes may do so.
- Technical measures: Such as closely managing passwords and using a firewall.
Moreover, the passwords, user codes and personal identification numbers (PIN) you use to access certain financial services are confidential and you are the only one who knows them. Our employees have no way of accessing this information and will never ask you for it. You should never disclose your passwords, user codes or PINs, or include personal information in e-mails.
The Broker has always been committed to protect the confidentiality of all personal information it collects and keeps as part of its activities. This notice explains how it goes about collecting, keeping, using and disclosing your personal information. Please take the time to review this notice and contact the Broker through the means listed below should you need further details.
The Broker is authorized to accept and apply any notice, approval or other type of communication that it believes has been transmitted in good faith by you or a representative acting on your behalf.
Client records and personal information
The personal information pertaining to you (and your spouse, if applicable) that the Broker collects and keeps for purposes defined in this notice, are saved in a “client file”. The Broker may grant access to your client file to its employees, agents, service providers and other specific third parties, including financial institutions and credit rating agencies, for the purposes outlined below. As such, depending on the product or service you have requested, your client file may contain, among other details, your name; address; telephone number; Social Insurance Number (“SIN”); date of birth; personal history; operational data related to your business relationship with financial institutions; historical financial information, such as your payment history or credit standing; securities held in your account; as well as the same type of data regarding your spouse.
The Broker may collect and verify such information throughout its relationship with you. It may collect it from various sources, including yourself, any agreement you have entered into with the Broker or through its intermediary, credit rating agencies or other financial institution, in records, references supplied by you, and other sources.
Your client file also includes your account number in any financial institution. Furthermore, when you supply the personal information of another person, you also declare that you are authorized to disclose said information.
Disclosing information to the Broker
When you or your representative fill out a Client File form provided by the Broker, you are supplying personal information that concern you and, in some cases, your spouse, in order to:
- engage in an investment;
- convey instructions to the Broker regarding an investment you have already made; or
- obtain information on one of your investments.
The Broker collects said personal information, keeps it in your file, and uses and discloses it for the purposes outlined in this notice.
Collecting, keeping, using and disclosing personal information contained in client files
The Broker is authorized to collect, keep and use the personal information contained in your file, as well as to disclose personal information to specific third parties, or to receive personal information from a third party, for the following purposes:
- Identify you and ensure the accuracy of all information contained within your client file;
- Examine your personal history and better understand your financial situation;
- Open and manage your account, as well as identify, update, save and keep your asset and operational data;
- Engage in operations with the Broker or its authorized agent, including but not limited to electronic fund transfers;
- Process pre-authorized debit transactions;
- Send you account statements, trade confirmations, tax receipts, financial statements, power of attorney forms, notices pertaining to registered plans, as well as other account information you may need;
- Inform you of any advantage, feature or other information pertaining to products and services offered by the Broker;
- Enable the Broker to better manage its business and your relationship with it;
- Verify any personal information you have already provided to another organism, when required for purposes outlined in this notice;
- Enable the Broker to better understand its clients’ current and future needs;
- Comply to applicable laws and regulations.
Provided that it is for purposes outlined in this notice, the Broker may collect personal information pertaining to you from a third party, including Gestion FÉRIQUE, the Manager of the FÉRIQUE Funds, other financial institutions and other third parties claiming the right to disclose such information.
Also provided that it is for purposes outlined in this notice, the Broker may disclose personal information pertaining to you to Gestion FÉRIQUE and its service providers, including companies managing the production and distribution of account statements, as well as messaging, graphic design and archiving companies. The Broker may disclose personal information pertaining to you to third parties if authorized or required by law. For example, it may disclose information, including your SIN, for tax purposes, to a registered plan trustee or to the Canada Revenue Agency.
When the Broker discloses personal information to its service providers, it ensures that it is forbidden, under contract, for said providers to use this information for purposes other than those for which it called upon their services, and that this information benefits from the same level of protection than when it is in its possession.
Should you wish to oppose the disclosure of said information or learn more about the consequences of such opposition, please call the Client Contact Center.
Withdrawing your consent to the disclosure of personal information may prevent the Broker from offering or continuing to offer you products and services when such a process cannot be completed without disclosing said information to third parties.
Using your SIN
By law, the Broker or one of its agents is required to provide your SIN when submitting tax returns to the Canada Revenue Agency. The Broker may also use your SIN as an identifier for purposes such as grouping your securities to reduce the fees charged to your account and avoid double billing, ensuring that your mailings are sent in a single envelope and avoiding the submission of duplicates.
Location of client files
Your file is kept in electronic and paper format mainly in Montreal, but may also be kept in another location within Canada. Should you require access to your Client File, please call the Client Contact Center.
Editing personal information
Please advise the Broker without delay should any change occur with regards to the personal information you have provided.
Right to consult and correct personal information
Within the limits established by law, you have the right, upon written request, to consult the personal information contained in your file. You make check its accuracy and request that any discrepancy be corrected. In order to access and correct your personal information, please call the Client Contact Center.
Addressing your concerns and questions
Should your concerns regarding access to or the correction of your personal information not be resolved to your satisfaction, or should you have any questions or concerns regarding the management of your personal information, please contact the Director of Compliance at the following address:
Compliance Department, Services d'investissement FÉRIQUE, Place du Canada, 1010 de La Gauchetière St. West, Suite 1000, Montréal (Québec) H3B 2N2.
You may also do so by e-mail at firstname.lastname@example.org or call 514-788-6485 (toll-free 1 800 291-0337), Monday to Friday, 8 AM to 8 PM.
Important information regarding the FÉRIQUE Funds can be found in the simplified prospectus. Please read it carefully before investing.
Past performance does not guarantee future results. The rates of return indicated are total historic compounded annual returns that include revenue reinvestment and capital gains. All expenses, other than income tax, have been taken into consideration. In the case of a hypothetical future yield, the rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
FÉRIQUE Funds pay management fees to Gestion FÉRIQUE allowing it to assume the fees of the portfolio managers, the fees relating to the marketing or distribution of the FÉRIQUE Funds and the administration fees of the manager of the FÉRIQUE Funds. Each of the Funds pays all of its own operating expenses. No commissions are payable by the unitholders for a subscription in the FÉRIQUE Funds if such subscription is made through Services d'investissement FÉRIQUE; brokerage fees could however be payable should the subscription be made through an independent broker.
This communication does not constitute an offer or a solicitation of any nature in any jurisdiction in which such an offer or solicitation would not be authorized or to any person to whom it would be illegal to make such an offer or solicitation. The information contained in this Web site does not constitute specific advice of a financial, legal, accounting or fiscal nature concerning investments.
The information contained in this communication is subject to change without notice. Gestion FÉRIQUE and Services d'investissement FÉRIQUE may not be held liable for any inaccuracy or omission in the information provided. The user expressly acknowledges and accepts that neither Gestion FÉRIQUE, Services d'investissement FÉRIQUE, nor its employees or agents may be held liable for any damage that may have been caused directly or indirectly by the use of information contained in this site.
To call our Client Contact Center
|Outside of Montreal|
|1 800 291-0337|