{"id":5723,"date":"2023-11-28T17:09:41","date_gmt":"2023-11-28T17:09:41","guid":{"rendered":"https:\/\/planisource.com\/?page_id=5723"},"modified":"2026-10-02T12:59:23","modified_gmt":"2026-10-02T12:59:23","slug":"politique-de-protection-des-renseignements-personnels","status":"publish","type":"page","link":"https:\/\/planisource.com\/en\/privacy-protection-policy\/","title":{"rendered":"Privacy policy"},"content":{"rendered":"
\n\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Privacy policy<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

1. Person responsible for the protection of personal information<\/h2>

Genevi\u00e8ve Bauer \u2014 Person responsible for the protection of personal information \u2014 Planisource Inc.<\/p>

2000 McGill College Avenue, 6th floor<\/p>

Montr\u00e9al, Qu\u00e9bec H3A 3H3<\/p>

Email: genevieve.bauer@planisource.com<\/a>.<\/p>

2. The firm's commitment<\/h2>

Our firm is committed to protecting its clients' personal information in accordance with the Act respecting the protection of personal information in the private sector. To this end, it has adopted and implemented a personal information governance policy that governs the collection, use, retention and destruction of information.<\/p>

This policy is reviewed regularly to ensure its compliance with legislative developments and best practices in data protection.<\/p>

3. Collection and use of personal information<\/h2>

We limit the collection, use and retention of personal information to what is strictly necessary to provide our financial services and financial products, in accordance with the principle of data minimization.<\/p>

Before any information is collected, clients are informed in writing of the purposes of collection, the means used, their rights of access and correction, and their right to withdraw their consent.<\/p>

When required by law, consent will be obtained in a clear and specific form before any new use of personal information for a different purpose.<\/p>

Information is used only for the purposes specified when it was collected, particularly to carry out the mandate entrusted by the client, such as financial planning, or to purchase an insurance or investment product, unless otherwise authorized by law.<\/p>

Access to personal information is strictly restricted to employees and representatives whose duties require it. Access is granted on a need-to-know basis and is subject to regular checks to prevent unauthorized access.<\/p>

Any change in the use of information will be communicated to the client. New consent will be required only if the modified use departs from the originally intended purposes or is not necessary to provide the requested service.<\/p>

4. Access to and correction of personal information<\/h2>

Clients have the right to access their personal information. They may also request a copy in a structured and commonly used format, under their right to data portability. Where applicable, reasonable copying and transmission fees may be charged.<\/p>

Clients may also request the correction of their personal information.<\/p>

All requests must be submitted in writing to the person responsible for the protection of personal information. A response will be provided within a maximum of 30 days.<\/p>

In the event of a refusal, the client will be informed of the reasons and available remedies.<\/p>

5. Disclosure of personal information<\/h2>

Information may be disclosed to third parties when necessary to carry out the mandate, provide a financial product or deliver the service requested by the client. When required by law, information may also be sent to the competent authorities.<\/p>

All suppliers and subcontractors with access to personal information must comply with specific contractual data protection requirements, including confidentiality clauses and security commitments that meet the standards of Law 25.<\/p>

Before any information is collected, clients are informed of the categories of third parties to whom information may or must be disclosed.<\/p>

Personal information transferred or stored outside Qu\u00e9bec and Canada may only be transferred or stored there if adequate protection safeguards are in place, equivalent to those required by Law 25. In this regard, the firm will conduct a personal information protection risk assessment (ERPRP) and implement adequate protection measures. These safeguards include strict contractual clauses and appropriate security measures.<\/p>

A register of personal information transfers is kept up to date.<\/p>

4. Security<\/h2>

We adopt physical, technological and organizational security measures to preserve the confidentiality of this data. These measures include:<\/p>