Northwest Capital Services and your investment funds advisor may need your personal information and these will be collected in order to administer your services and fund your account. This information typically includes your personal information, financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. This information allows for but is not limited to the provision of services and funds on your behalf, in addition to providing you with reporting and the administration of your account in a compliant and regulatory manner.
Northwest Capital Services will only use the information that we collect about you to process transactions and to improve the quality of the service we provide to you. We may disclose your personal information to protect our rights and interests and those of our business partners. Finally, under limited circumstances, your personal information may be disclosed to third parties in order to comply with applicable laws and regulations (for instance when responding to the relevant regulatory laws or law enforcement authorities).