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CFA Society Ottawa Privacy Policy 

CFA Society Ottawa is committed to protecting the privacy of its members. We value the trust of those we deal with and of the public, and we recognize that maintaining this trust requires us to be transparent and accountable in maintaining the confidentiality of the Personal Information, (as defined herein) that you choose to share with us. This privacy policy statement outlines the principles that CFA Society Ottawa applies in order to ensure the confidentiality and integrity of Personal Information.


Personal Information - is information that is recorded in any form, both fact and opinion, and that can be used to distinguish, identify, or contact a specific individual. It does not include business contact information and certain publicly available information, such as names, address, and telephone numbers.  

Privacy Principles


The CFA Society Ottawa is responsible and accountable for the Personal Information under our control.


We will identify and document the purposes for which we collect, use, or disclose Personal Information at or before the time of collection. These purposes will be limited to those which are related to our business and which a reasonable person would consider appropriate in the circumstances. We collect, use, and disclose Personal Information concerning our Members for the following purposes:

  • to establish a relationship and communicate with Member
  • to understand who our Members are and how we may improve our services to meet their preferences and expectations
  • to process a Member registration, for example, to process a credit card transaction
  • to respond to requests for information
  • to meet requirements imposed by law
  • any other purpose for which the Member is given notice and which is reasonably related to the maintenance of the Member's relationship with CFA Society Ottawa.
  • If we plan to use Personal Information we have collected for a purpose not previously identified, we will identify and document this purpose before such use. We will make a reasonable effort to specify the identified purposes, orally or in writing, to the individual from whom the Personal Information is collected either at the time of collection or after collection but before use. We will state the identified purposes so that an individual can reasonably understand how the Personal Information will be used or disclosed.


    The Personal Information of all Members will only be collected, used, or disclosed with the knowledge and consent of the Member, or as required by law. The way in which we seek consent, including whether it is express or implied, may vary depending upon the sensitivity of the information and the reasonable expectations of the individual. A Member can withdraw consent at any time, subject to legal or contractual restrictions and reasonable notice. We will inform Members of any implications of withdrawing consent.

    Limiting Use, Disclosure, and Retention

    Personal Information will not be used or disclosed for purposes other than those for which it was collected, except with the consent of the individual or as required by law. Personal Information will be retained only as long as necessary to fulfill the identified purposes.


    We will protect Personal Information with safeguards appropriate to the sensitivity of the information. Our safeguards will protect Personal Information against loss or theft, as well as unauthorized access, disclosure, copying, use or modification, regardless of the format in which the information is held.

    Individual Access

    Upon written request, we will inform the Member of the existence, use, and disclosure of his or her Personal Information and we will give he or she access to that Personal Information. Members can challenge the accuracy and completeness of his or her Personal Information and have it amended as appropriate.         

    Challenging Compliance

    Any Member can address a challenge concerning our compliance with any of the Privacy Principles. We will investigate all written complaints. If we find a complaint to be justified, we will take all appropriate measures, including, if necessary, amending our policies and practices.

    Challenges and/or concerns should be addressed in writing to:

    [email protected]


    CFA Ottawa Society
    174 Bank Street,
    P.O. Box 71047
    Ottawa, On K2P 1W0


    Updated: Dec 1st, 2014