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Privacy Policy

 

Honeytree Investment Management values your trust and is committed to safeguarding the contact privacy and contact information of our clients and community.  This privacy policy is designed to help you understand what information we collect, as well as how we use and safeguard that information.

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What information do we collect?  

  • For visitors to this website who wish to sign-up for our monthly letter, we only collect your email.  In addition software like Google Analytics is able to provide data on how people arrive at our site as well as how they found us.

  • For clients we collect information in our contract and  account application process, and through regular contact as part of our relationship. For private investors this information may include:

    • Name, address, email, phone

    • Social Insurance Number

    • Financial advisor/Accountant/Family Office information

    • Identification including for tax purposes

    • Beneficiary name(s)

    • Date of birth

    • Banking information

    • Know Your Client Information

 

How do we use your personal information?

When you sign-up for our monthly letter we track only the information provided to us including name and email and do not disclose this information to any third party other than the email provider.  When you apply to open an account with the company the information is collected and used for the following purposes:

  • Establishing your account

  • Administering your account

  • Executing your transactions

  • Communicating with you

  • Ensuring our records are accurate

  • Providing transaction confirmations

  • Providing financial statements

  • Issuing tax slips and proxy mailings

  • Contacting your advisor

  • Legal and regulatory requirements

We disclose your information to agents, vendors or other organizations only as set out in this Privacy Policy. Third parties provided with your personal information may include:

  • Your financial advisor/Accountant/Family Office

  • Third parties who provide services such as custodians and service providers

  • Financial Institutions and securities dealers when necessary to carry out your instructions, such as automatic deposits or withdrawals

  • Governments, government agencies, regulators or others for whom we are legally obliged to provide information

  • Entities to which we are legally obliged to provide information

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How do we protect information?

We maintain physical, procedural and electronic controls appropriate to the sensitivity of your information, to protect it against risks such as loss or theft, unauthorized access, disclosure, copying, use, modification or destruction. These safeguards include secure networks and secure databases. We protect your personal information disclosed to third parties by ensuring that such parties have policies in place to protect the confidentiality of the information.

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Consent and Access

When you agree to use our services or submit personal information to Honeytree Investment Management, you are consenting to our collection from, verification with, and communication to, any third party for the purposes described above. You also consent to the collection, use, disclosure and processing of your information by Honeytree Investment Management’s agents and service providers for the purposes set out in this Privacy Policy. You may withdraw your consent to our use of your personal information by contacting us in writing. If you withdraw consent, you may limit the services or products we are able to offer you.

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Questions & Contact

You may access the personal information we hold about you at any time by advising us by email that you wish to do so. We may be unable to provide you with some information in certain circumstances, such as if the information also refers to other individuals, is subject to legal privilege, contains confidential information or is otherwise permitted or restricted by law. If we are unable to provide you with access to your personal information, we will give you an explanation. If you wish to advise us of any change in your personal information, or if you believe the information we have is inaccurate or incomplete, or any additional questions or concerns please email us at info@honeytreeinvest.com

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Important Disclosures

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Honeytree Investment Management Ltd. (“Honeytree”) is an SEC registered investment adviser located in Ontario, Canada.  A copy of the Honeytree’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.honeytreeinvest.com.

Honeytree may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Honeytree’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Honeytree’s web site on the Internet should not be construed by any consumer and/or prospective client as Honeytree’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Honeytree with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of Honeytree’s current written disclosure Brochure discussing Honeytree’s business operations, services, and fees is available from Honeytree upon written request.  Honeytree does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Honeytree web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Honeytree), will be profitable or equal any historical performance level(s).

Certain portions of Honeytree’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Honeytree (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Honeytree, or from any other investment professional.  Honeytree is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

 

Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Honeytree is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Honeytree did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Honeytree by any of its clients. ANY QUESTIONS: The Honeytree’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Honeytree’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from  Honeytree, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Honeytree’s web site, to release and hold harmless Honeytree, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Honeytree.

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Important Disclosures for Our Blog

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Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Honeytree Investment Management Ltd. -“Honeytree”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Honeytree.  Please remember that if you are a Honeytree client, it remains your responsibility to advise Honeytree, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Honeytree is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Honeytree’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Honeytree does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Honeytree’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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