• 1250 René Lévesque Boulevard, West Suite 2200 Montreal, Canada

GDPR COMPLIANCE NOTICE

European Union General Data Protection Regulation

This Privacy Notice outlines how Shorebridge Group ("Shorebridge Group," "we," "us," or "our") manages the personal data of individuals within the European Economic Area ("EEA"). The information provided herein is in accordance with the European Union's General Data Protection Regulation ("GDPR") and pertains specifically to EU residents ("you" or "your"), excluding any other individual.

DEFINITION OF "PERSONAL DATA"

Various laws and regulations, including the GDPR, utilize different terms and definitions for personal information warranting protection. In this context, "Personal Data" refers to any information that, alone or in conjunction with other data, can identify you as an individual. This may include, but is not limited to, name, physical address, email address, IP address, date of birth, social security number, passwords, financial information, and similar details.


THE GDPR AND YOUR PERSONAL DATA RIGHTS "

The GDPR grants individuals increased control over their personal data. Under this regulation, you have rights to access your personal data, rectify inaccuracies, request erasure (subject to certain conditions), restrict processing, and more. Companies are required to establish processes to accommodate consumer data requests, update privacy policies, and ensure data security.


The GDPR grants individuals increased control over their personal data. Under this regulation, you have rights to access your personal data, rectify inaccuracies, request erasure (subject to certain conditions), restrict processing, and more. Companies are required to establish processes to accommodate consumer data requests, update privacy policies, and ensure data security.

BASIS FOR AND PURPOSES OF DATA PROCESSING

We collect and process your personal data to provide wealth, investment, and asset management services. Additionally, we process personal data to comply with applicable laws in jurisdictions where investments are made on your behalf by Shorebridge Group.


LEGAL BASIS

We process your Personal Data based on contractual necessity as stipulated in our relationship with you, and in our legitimate business interests. Occasionally, we may process Personal Data for other legal reasons, including compliance with legal obligations, protection of vital interests, or tasks carried out in the public interest. Failure to provide requested Personal Data may impact our ability to fulfill services outlined in our contracts with you.


TYPES OF COLLECTED PERSONAL DATA

We collect various types of Personal Data when providing services, including contact details, background information, usernames, passwords, payment information, feedback, and communication preferences. Additionally, we may obtain personal information from publicly accessible sources to facilitate identity verification.


RECIPIENTS OF PERSONAL DATA

We share your personal data only with your written consent, unless mandated by law.