Policies and Disclosures

Disclosures

Information on this Website is believed to be accurate and reliable at the time of posting. However, the information contained in this site is subject to modification and update from time to time without notice. Beutel, Goodman & Company Ltd. (“Beutel Goodman”) does not guarantee the accuracy, currency or completeness of the information on the site.

Information on this site is for informational purposes only and is not intended to provide financial, investment, legal, accounting, tax or other advice and should not be relied upon in that regard.

This Website may provide links to other websites, or references or acknowledgements of another person or entity, which are independent of Beutel Goodman and are not, and shall not be construed as, an endorsement by Beutel Goodman of such persons, websites, products or services. Other websites may provide access to this Website. Any such direction to this Website is not, and shall not be construed as, an endorsement by Beutel Goodman of such party’s website, products or services.

This Website is made available on an “as-is” and “as available” basis. None of Beutel Goodman, any of its affiliates, any officer, director or employee thereof, or any other person associated with the creation and upkeep of this Website or its contents, makes any express or implied warranties about the Website, and shall not be responsible to any person for use or reliance on the Website or any harm, loss or damage that may arise in connection with use of the Website, including, without limitation, any direct, indirect, special, third party or consequential damages.

Social Media

Beutel Goodman social media accounts (i.e., LinkedIn), are intended for general information purposes only. Information provided does not constitute a recommendation to buy or sell any particular financial product or service, and is not intended to provide advice, including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate tax and/or investment professional regarding your particular circumstances. Nothing on Beutel Goodman social media accounts shall be considered a solicitation to buy or an offer to sell, or a recommendation for a security or any other product or service to any person in any jurisdiction where such solicitation, offer, recommendation, purchase or sale would be unlawful under the laws of that jurisdiction.

Beutel Goodman does not control, adopt, endorse or accept responsibility for content, tools, products or services (including any software, links, advertising, opinions, comments, advice, recommendations, or security or privacy policies) available on or through third-party sites or social media, including LinkedIn. You acknowledge that your use of Beutel Goodman’s social media sites is governed not only by our guidelines, but also by the terms and conditions of the social media platforms. Please read the respective platform’s terms of service, privacy policies and cookie policies. The amount of information about a user that is available publicly depends on the user's privacy settings. We strongly advise users not to post personal information, either their own or the information of others, on our social media accounts.

Comments and opinions posted by users are the responsibility of the person who posts them. Beutel Goodman does not endorse or guarantee the accuracy of the content posted by others. Any opinions expressed by our followers are those of the persons submitting the comments and do not necessarily represent the views of Beutel Goodman. We appreciate your feedback and suggestions; by submitting them you agree that we may use them without compensation or attribution to you.

Beutel Goodman reserves the right to block any follower who posts content or comments that is deemed inappropriate or offensive or that constitutes a testimonial, advice, recommendation or advertisement for securities, products or services or that is promotional in nature. We also reserve the right to block followers whose social media pages contain offensive or inappropriate content or serve as promotional sites. We reserve the right in our sole discretion to review, edit, remove and/or report any posts, comments or replies for any reason, whether deemed defaming, misleading or inappropriate, or that are in violation of these guidelines, our copyright, trademark and other legal policies.

Should you have any questions about our social media policies, please email us at marketing@beutelgoodman.comcreate new email.

Access to Non-Public Areas of the Website

Certain parts of the Website are protected by passwords or require login. Unauthorized access to such part of the Website or to any other protected materials or information, through any means not intentionally made available by Beutel Goodman, is prohibited.

The Advisor SMA Portal is for Advisor Use Only. No recipient is authorized to share the information in this part of the Website with any other person or reproduce any such information without the prior written consent of Beutel Goodman.

The Client Portal provides portfolio information and reporting to clients and their delegates as directed to us in writing. Each client and delegate must sign up for online access and will have a unique login.

If you have a login and password for access to the Advisor SMA Portal, the Client Portal or any other non-public area of the Website, you are solely responsible for all activities that occur in connection with your access credentials. Accordingly you should take steps to protect the confidentiality of your access credentials and notify Beutel Goodman if you become aware of any disclosure, loss, theft or unauthorized use of your access credentials. Beutel Goodman specifically disclaims any liability for unauthorized use of access credentials.

Security

Beutel Goodman makes no representation that the Website, Advisor Portal or Client Portal will be uninterrupted or error free, that defects will be corrected, or that the site and/or server that makes it available are free of viruses or other harmful components. It is your sole responsibility to take precautions to ensure that your computer is adequately protected from computer viruses or other destructive properties.

Beutel Goodman is committed to maintaining the security and privacy of its clients and information. However we cannot guarantee confidentiality or security in your use of the Website. In the event of an internet breach of confidentiality or security, Beutel Goodman shall not be responsible or liable for any harm that you or any other person may suffer.

Trademarks and Copyrights

All information on this Website is protected under applicable copyright laws. Users of this Website may copy and use information for their own personal non-commercial use but may not use, copy, reproduce or distribute any such information in any other manner for any other purpose without the prior written consent of Beutel Goodman.

BG Beutel Goodman and the BG Beutel Goodman design are trademarks of Beutel Goodman.

Mutual Funds

The Beutel Goodman Managed Funds are sold by prospectus. The Simplified Prospectus of the Funds contains important information that you should read carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. With respect to the Beutel Goodman Money Market Fund, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Non-Canadian Investors

This website is not an offer or solicitation to buy or sell securities to any person in a jurisdiction where such an offer or solicitation is not authorized or is unlawful. Securities of the Funds will only be sold to a person outside of Canada if permitted under the applicable laws of their jurisdiction.

A Culture of Compliance

The underlying success of our business is directly related to the adherence to our own ethical foundation. We are cognizant of the ever changing regulatory environment and continuously evolve our compliance process to stay abreast of developments.

  • We are committed to implementing and maintaining stringent compliance processes and procedures in accordance with the highest industry standards and requirements, including CFA Institute standards.
  • We strive to take full advantage of technology and systems designed to promote operational best practices and minimize compliance risks.
  • Our firm maintains relations with appropriate professional and regulatory bodies and communicates changes relating to applicable legislation to all staff. We believe that ongoing compliance training is critical to the integrity of our business.

Privacy Standards

We adhere to the requirements of privacy legislation and have policies and best practices relating to the protection and management of personal information.

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