This Privacy Policy describes our policies and procedures on the collection, use and disclosure of your information when you use the service and tells you about your privacy rights and how the law protects you.

We use your Personal data to provide and improve the service. By using the service, you agree to the collection and use of information in accordance with this Privacy Policy.

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

• Account means a unique account created for you to access our service or parts of our service.

• Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority.

• Company (referred to as either "the company", "we", "us" or "our" in this Agreement) refers to Marks & Associates Capital Partners Inc., 1250, 639 - 5th Ave SW, Calgary, AB T2P 0M9.

• Cookies are small files that are placed on your computer, mobile device or any other device by a website, containing the details of your browsing history on that website among its many uses.

• Country refers to: Alberta, Canada

• Device means any device that can access the service such as a computer, a cellphone or a digital tablet.

• Personal Data is any information that relates to an identified or identifiable individual.

• Service refers to the range of professional activities and support we provide to our clients, which includes but is not limited to:

  • Filing Services: Assistance with the preparation and submission of necessary documentation to regulatory bodies.

  • Business Plans: Development of comprehensive plans that outline business goals, strategies, and operational plans for growth and success.

  • Website Management: Comprehensive management of client websites, including content updates, design maintenance, and technical support.

  • Mergers and Acquisitions: Advisory and execution services related to the buying, selling, and merging of companies, including due diligence and negotiation support.

  • Valuation Services: Assessment and determination of the economic value of a business or asset, aiding in decision-making for investment and transactions.

  These services are designed to meet the specific needs of our clients and enhance their business operations.

• Service Provider means any natural or legal person who processes the data on behalf of the company. It refers to third-party companies or individuals employed by the company to facilitate the service, to provide the service on behalf of the company, to perform services related to the service or to assist the company in analyzing how the service is used.

• Usage Data refers to data collected automatically, either generated by the use of the service or from the service infrastructure itself (for example, the duration of a page visit).

• Website refers to Marks & Associates Capital Partners, accessible from https://www.markscapital.ca

• You means the individual accessing or using the service, or the company, or other legal entity on behalf of which such individual is accessing or using the service, as applicable.

We collect various types of personal data to provide our services effectively. This data includes:

1. Personal Identifiers: We collect information such as your first and last name, telephone number, email address, and signature. This data is essential for identifying you and communicating effectively.

2. Business Information: If you represent a business, we collect details including the business name, phone number, address, email address, records of agreements, payments, and investments. This information helps us manage our relationship with your business and ensure compliance with relevant regulations.

3. Financial Information: We gather financial data, including bank account numbers, transaction details, and account information. This information is necessary for processing payments and managing financial transactions securely.

4. Shareholder Information: In the context of insider trading, we collect information related to shareholders, including their ownership stakes, trading activities, and compliance with insider trading regulations. This helps us monitor and manage potential conflicts of interest and ensure adherence to legal standards.

By collecting and processing this data, we aim to provide a transparent and secure service while safeguarding your privacy.

The Company may use Personal Data for the following purposes:

• To Provide and Maintain Our Service: including to monitor the usage of our service.

• To Manage Your Account: to manage your registration as a user of the service. The personal data you provide can give you access to different functionalities of the service that are available to you as a registered user.

• For the Performance of a Contract: the development, compliance and undertaking of the purchase contract for the products, items or services you have purchased or of any other contract with us through the service.

• To Contact You: to contact you by email, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile application's push notifications regarding updates or informative communications related to the functionalities, products or contracted services, including the security updates, when necessary or reasonable for their implementation.

• To Manage Your Requests: to attend and manage your requests to us.

• For Other Purposes: we may use your information for other purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our service, products, services, marketing and your experience.

We may share your personal information in the following situations:

• With Service Providers: we may share your personal information with service providers to monitor and analyze the use of our service, to contact you.

• For Business Transfers: we may use or share your information to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal data held by us about our service users is among the assets transferred.

• With Affiliates: we may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy. Affiliates include our parent company and any other subsidiaries, joint venture partners or other companies that we control or that are under common control with us.

• With Business Partners: we may share your information with our business partners to offer you certain products, services or promotions.

• With Other Users: when you share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside.

• With Your Consent: we may disclose your personal information for any other purpose with your consent.

In any organization, failure to protect personal information can increase the risk of a privacy breach. These privacy breaches can lead to things such as reputational harm, fraud or identity theft.

We take the security of personal information seriously and work to limit access to personal information to authorized employees, agents, or contractors. We also maintain physical, electronic and procedural safeguards designed to protect the information against loss, misuse, damage or modification and unauthorized access or disclosure while in our possession.

The level of safeguards used to protect personal information will depend on the:

• sensitivity of the personal information;

• amount, distribution and format of the information;

• method of storage.

We follow the framework established by the Personal Information Protection Act (PIPA) for conducting the collection, use, and disclosure of personal information. PIPA provides individuals the right to request access to their own personal information.

Consent

Wherever possible, we seek a person’s consent before we collect their personal information. The form of consent may vary depending on the circumstances and the type of information being requested. Consent can be express or implied, and can be provided directly by the individual or by an authorized representative.

Express consent is preferred. Express consent can be given orally, electronically or in writing. Implied consent may be reasonably inferred from a person’s action or inaction. For example, providing a name and address to receive a service or providing a name and telephone number to receive a response to a question. When determining the appropriate form of consent, we take into account the sensitivity of the personal information, the reasons we are collecting it, and the reasonable expectations of the person. When using personal information for a new purpose, we will document that new purpose and ask for consent again.

Retention

The company will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your personal data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

The company will also retain usage data for internal analysis purposes. Usage data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our service, or we are legally obligated to retain this data for longer time periods.

Deletion

You have the right to delete or request that we assist in deleting the personal data that we have collected about you.

Our service may give you the ability to delete certain information about you from within the service.

You may update, amend, or delete your information at any time by contacting us to request access to, correct, or delete any personal information that you have provided to us.

Please note, however, that we may need to retain certain information when we have a legal obligation or lawful basis to do so.

Disclosure of Your Personal Data

Business Transactions

If the company is involved in a merger, acquisition or asset sale, your personal data may be transferred. We will provide notice before Your personal data is transferred and becomes subject to a different Privacy Policy.

Law Enforcement

Under certain circumstances, the company may be required to disclose your personal data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

Other Legal Requirements

The company may disclose your personal data in the good faith belief that such action is necessary to:

• Comply with a legal obligation

• Protect and defend the rights or property of the company

• Prevent or investigate possible wrongdoing in connection with the service

• Protect the personal safety of users of the service or the public

• Protect against legal liability

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

We will let you know via email and/or a prominent notice on our service, prior to the change becoming effective and update the "Last updated" date at the bottom of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

To request a copy of your information, request for your data to be deleted, or ask a question about your data privacy, please contact us via the form on our home page.