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Privacy Policy.

How we collect, use, and protect your Personal Information.

This page is used to inform visitors regarding our policies with the collection, use, and disclosure of Personal Information if anyone decides to use our Service.

If you choose to use our Service, then you agree to the collection and use of information in relation to this policy. The Personal Information that we collect is used for providing and improving the Service. We will not use or share your information with anyone except as described in this Privacy Policy.

PIPEDA

The Personal Information Protection and Electronic Documents Act (PIPEDA) and associated statutes and regulations apply to private-sector organizations across Canada that collect, use, or disclose Personal Information in the course of a commercial activity, including us.

Information Collection and Use

For a better experience while using our Service, Oak & Seed Financial Partners may require you to provide us with certain personally identifiable information. The information that we request will be retained by us and used as described in this Privacy Policy.

Oak & Seed Financial Partners will only collect, use, or disclose Personal Information that is necessary for the Identified Purposes or as required by law. If we require Personal Information for any other purpose, you will be notified of the new purpose, and subject to your consent, that new purpose will become an Identified Purpose. Oak & Seed Financial Partners will only collect Personal Information by fair and lawful means. We will retain Personal Information only as long as is necessary for the fulfillment of the Identified Purposes.

Oak & Seed Financial Partners only collects, uses, and discloses Personal Information for the following purposes:

  • Offering and providing financial products and services to you.
  • Establishing and maintaining communications with you.
  • Verifying your identity and the accuracy of your Personal Information with government agencies, industry associations, brokers, or financial institutions.
  • Analyzing and assessing risks on a prudent basis.
  • Determining and facilitating your payment of fees and premiums.
  • Investigating and processing claims.
  • Compiling statistics.
  • Complying with the law or the requests of law enforcement agencies or regulators.
  • Notifying you, or allowing our affiliated companies to notify you, of certain products or services offered by us or our affiliated companies.

Consent

Your knowledge and consent of Oak & Seed Financial Partners' collection, use, and disclosure of your Personal Information is critical. We rely on the following actions by you as indications of your consent to our existing and future Personal Information practices:

  • Your voluntary provision of Personal Information directly to Oak & Seed Financial Partners, or through a financial advisor or representative, for the purpose of acquiring a financial product, contract, or service (including information previously provided to Oak & Seed Financial Partners).
  • Your express consent or acknowledgement contained within a written, verbal, or electronic application process.
  • Your consent solicited by Oak & Seed Financial Partners for a specified purpose.
  • Your receipt of this Privacy Policy, until you notify Oak & Seed Financial Partners of withdrawal of this consent.
  • Your consent given through your authorized representative, such as a legal guardian, agent, or holder of a power of attorney.

Subject to certain legal or contractual restrictions and reasonable notice, you may withdraw this consent at any time. Oak & Seed Financial Partners will inform you of the consequences of withdrawing your consent. In some cases, refusing to provide certain Personal Information or withdrawing consent for Oak & Seed Financial Partners to collect, use, or disclose your Personal Information could mean that we are unable to provide you with financial products, services, or requested information. If you wish to withdraw your consent to receive marketing communications, please visit us at oaknseed.com or contact us directly using the information below.

Log Data

We want to inform you that whenever you use our Service, in the case of an error on our site, we collect data and information (through third-party products) called Log Data. This Log Data may include information such as your device's Internet Protocol ("IP") address, device name, operating system version, the configuration of the app when utilizing our Service, the time and date of your use of the Service, and other statistics.

Cookies

Cookies are files with a small amount of data that are commonly used as anonymous unique identifiers. These are sent to your browser from the websites you visit and are stored on your device's internal memory.

This Service does not use cookies explicitly. However, the site may use third-party code and libraries that use cookies to collect information and improve their services. You have the option to either accept or refuse these cookies and to know when a cookie is being sent to your device. If you choose to refuse our cookies, you may not be able to use some portions of this Service.

Service Providers

We may employ third-party companies and individuals for the following reasons:

  • To facilitate our Service.
  • To provide the Service on our behalf.
  • To perform Service-related tasks.
  • To assist us in analyzing how our Service is used.

We want to inform users of this Service that these third parties have access to your Personal Information solely to perform the tasks assigned to them on our behalf. They are obligated not to disclose or use the information for any other purpose.

Security

We value your trust in providing us with your Personal Information and strive to use commercially acceptable means of protecting it. Please be aware that no method of transmission over the internet or method of electronic storage is 100% secure and reliable, and we cannot guarantee its absolute security.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. You are advised to review this page periodically for any changes. We will notify you of any changes by posting the updated Privacy Policy on this page. Changes are effective immediately upon posting.

Contact Us

If you have any questions or suggestions about our Privacy Policy, please do not hesitate to contact us:

Website: oaknseed.com