Hub Capital Client Access Home About Us Our Services Education Centre Contact Us Hub Capital Privacy Policy Hub Capital Inc. Privacy Policy: HUB Capital Inc. is committed to providing our clients with high quality financial products and solutions and excellent service. Doing business with HUB Capital Inc. involves providing information about yourself, so protection of your personal information is one of our highest priorities. HUB Capital Inc. and the financial services industry have a solid track record of respecting your right to privacy and safeguarding your personal information. As a result of federal legislation, we have further strengthened our privacy commitment by informing you of why and how we collect, use and disclose your personal information. You can be assured that we will handle your personal information in a manner that a reasonable person would consider appropriate in the circumstances. This is a brief summary of our privacy practices. Why we collect personal information: We need to collect some of your personal information when you first become a client or whenever you acquire or renew a product from us. We will collect your personal information to: Establish your account, execute transactions and maintain your account information Understand your financial situation and your needs in order to offer you a full range of products and services, now and in the future Ensure your personal information is accurate and up-to-date Protect against error or fraud Meet legal and regulatory requirements What personal information we collect: Personal information is information that identifies you as an individual and relates specifically to you. Depending on the purpose(s) for which we need to collect it, we may ask for the following personal information about you including: Basic information such as your name, address, telephone and fax numbers, e-mail address, birthdate and marital status Financial records and other information needed to understand your needs Details about your assets such as the value of your home Employment information and personal identification We may obtain this information from sources such as: You or with your consent, your professional advisors such as your accountant or lawyer Financial institutions, fund managers or insurance carriers Who we disclose your personal information to: For many of the purposes identified above, we will need to share your personal information with others in order to serve your needs. These other parties commonly include: Investment and other financial product suppliers Registered Plan Administrators Self-Regulatory Organizations (SRO’s) and other regulatory authorities How we protect your personal information: In order to protect your personal information and right to privacy, we will: Not collect, use or disclose your personal information for any purpose other than those that we identify to you Keep your personal information only for as long as we need it to fulfill the stated purpose or as required by law Maintain your personal information in as accurate, complete and up-to-date a form as possible Safeguard your personal information to the best of our ability Respond to any request you may make to access or correct the personal information we hold about you Obtain the appropriate consent from you for the collection, use or disclosure of your personal information Consent: By seeking products and services through HUB Capital Inc., and by completing and signing the Know-Your-Client Information Form, you consent that HUB Capital Inc. may deal with your personal information in a reasonable manner. By refusing access to required information, you may be limiting or even preventing our ability to provide you with the product or service you desire. If you do not allow us to obtain the information needed to assess suitability and to meet federal and regulatory requirements, we will not be able to provide you with financial products or solutions. You can control how we handle your personal information. We want you to know that you do have choices in this matter. You can refuse to allow us to obtain, use or share your personal information and you can also withdraw a previously given consent at any time. We will be happy to discuss particular situations with you to help you with your decision. Contact Us: Our Privacy Policy is available at www.hubinternational.com. Address: Privacy Officer 3700 Steeles Avenue West, Suite 1001, Woodbridge, Ontario L4L 8M9 Phone: 1-800-561-2405 Email: privacyofficer@hubfinancial.com Ready for Retirement Tell a Friend Book a Meeting MBI Financial Inc. Corporate Head Office 48 Talbot St. W. Blenheim, ON N0P1A0 Fax: 888-895-8425 Phone: 519-676-8106 PRIVACY POLICY WEBSITE DISCLAIMER HUB CAPITAL INC. WEBSITE DISCLAIMER HUB CAPITAL PRIVACY POLICY SITEMAP CONTACT US CLIENT COMPLIANT HANDLING MFDA COMPLAINT POLICY CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® / ™ are trademarks of FPSC, unless indicated. © 2021 MBI Financial Inc.. All rights reserved.