Last Revised: June 26, 2020
Our Site is operated by Voyant, Inc. and its affiliates ("Voyant", "we", "our" or the "Company"). The Site allows financial advisers and clients work together to plan their financial investments ("Service").
Users of the Service may be either a financial adviser who has executed an agreement with Voyant ("Customer") or clients of a Customer, i.e. individuals seeking financial advice from the Customer, whom the Customer has as permitted by their commercial agreement with Voyant granted access to the Service ("Client User") (collectively Customer and Client User shall be referred to as "Users" or "you").
For residents of Canada, personal information (as the term is defined in the Personal Information Protection and Electronic Documents Act of Canada ("PIPEDA")) will be collected, stored, used and/or processed by Voyant in compliance with Voyant's obligations under PIPEDA and/or other federal and provincial privacy laws, as applicable ("Data Protection Law").
Voyant will be in custody or control of certain information provided by a User directly to Voyant and certain analytical information which Voyant may collect about each User's use of the Site.
No system is perfectly secure or reliable, the Internet is an inherently insecure medium, and the reliability of hosting services, Internet intermediaries, your Internet service provider, and other service providers cannot be assured. When you use the Site and/or Service, you accept these risks, and the responsibility for choosing to use a technology that does not provide perfect security or reliability. In particular, you acknowledge that you are aware of, and accept as satisfactory, our Security Policy.
The type of information is non-identifiable and anonymous information ("Non-personal Information"). We are not aware of the identity of the User from which we have collected Non-personal Information. Non-personal Information is any unconcealed information which is available to us while Users are using the Site and/or Service. Non-personal Information which is being gathered consists of technical information and behavioural information and which may include, the User's Internet protocol (IP) address used to connect your computer to the Internet, your uniform resource locators (URL), operating system, type of browser, browser plug-in types and versions, screen resolution, Flash version, time zone setting, the User's 'click-stream' on the website, the period of time the User visited the website, methods used to browse away from a page, and any phone number used to call our customer service number.Data you give us
In general, you can browse the Site without telling us who you are or revealing personal information about yourself. To access some areas of the Site and our Service, we may require you to provide various contact and identity information, billing information, and other personal information as indicated on the relevant forms on the Site (which vary, depending on what kind of user you are). Where possible, we indicate which fields are required and which fields are optional. You always have the option to not provide information by choosing not to use our Site and Service.
This information is given by Users directly to us and may identify you and any others for whom you provide us with information and may be of a private and/or sensitive nature.
This is information about you that you give us by filling in forms on our Site or by corresponding with us by phone, email or otherwise. It includes information you provide when you register to use our Site, subscribe to our Service, search for products and services, subscribe for Services on our Site, submit a query, and when you report a problem with our Site.
If you choose to use our referral service to tell a friend about our Site, we will ask you for your friend's name and email address. We will automatically send your friend a one-time email inviting them to visit the Site. Voyant stores this information for the sole purpose of sending this one-time email, tracking the success of our referral program, and compliance with laws. Your friend may contact us at to request that we remove this information from our database.Data we collect about you from third parties
This is data we receive about you but which you have not given us directly and will include information we collect about you from your use of other services that we may provide.
You do not have any legal obligation to provide any information to us however, we require certain information in order to provide the Services. If you choose not to provide us with certain information we may not be able to provide you with the Services.
We will use this information to:
We will use this information in our legitimate interests, where we have considered these are not overridden by your rights:
We may disclose your information to members of our group and third parties. For a list of the third party organizations with whom information may be shared, please reach out to our team at .Members of our group
We may disclose your information to any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries, who support our processing of personal data under this policy.Third parties
We may disclose your information to our selected third parties, which may include:
We will disclose your personal information to third parties:
The information you provide through the Site and the Service is hosted and stored on servers in North America.
You have the right under certain circumstances:
You can also exercise the rights listed above at any time by contacting us at .
If your request or concern is not satisfactorily resolved by us, you may approach your local data protection authority.
We take a great care in implementing, enforcing and maintaining the security of the Service, Site and your personal information. Voyant implements, enforces and maintains security policies to prevent the unauthorized or accidental access to or destruction, loss, modification, use or disclosure of personal data and monitor compliance of such policies on an ongoing basis.
Voyant maintains documentation regarding compliance with the requirements of the law, including without limitation documentation of any known breaches and holds reasonable insurance policies in connection with data security.
We will retain your information for as long as your account is active or as needed to provide you services.
Our goal is to retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements; this retention period may extend past the point at which you close your account.
The criteria that will be used for determining periods of retention will be based on the type of data. For example, data relevant to accounting information will be retained for at least 7 years, whereas temporary cookie data of a web visitor may not be retained at all.
In the event of a security and/or privacy breach, we will notify the necessary authorities and impacted customers within the legally required timelines based on the applicable Data Protection Law.
You may have the right to lodge a complaint with a privacy authority in your jurisdiction (such as the Office of the Privacy Commissioner of Canada, or one of its provincial counterparts) in case of a breach of certain laws and regulations. To request their contact information, please contact us.