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Beaujolais Private Investment Management, a division of Burgundy Asset Management Ltd., is committed to protecting our Clients’ privacy and the confidentiality of their personal information in our possession. Here are the ways we fulfill these commitments.

Notice to Investors

Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Mutual Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit issuer. In the case of the Burgundy Money Market Fund and Burgundy U.S. Money Market Fund, there can be no assurances that these funds will be able to maintain their net asset value per security at a constant amount or that the full amount of your investment in these funds 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 site should not be considered an offer to sell or a solicitation to buy securities of mutual funds to any person residing in the United States of America or in any other jurisdiction in which such an offer or solicitation is unlawful. Securities of the mutual funds managed by Burgundy Asset Management Ltd. (“Burgundy”) will not be sold to any person residing outside Canada unless such sales are permitted under the law of their jurisdiction.

Performance: Burgundy Asset Management Ltd. claims compliance with the Global Investment Performance Standards (GIPS®).

To receive a list of composite descriptions and/or a presentation that complies with the GIPS standards, please email us at .

Disclaimer: The information provided by Burgundy Asset Management Ltd. and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. We endeavor to keep the prices posted at this site current. However, the information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes.

The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.

Client Privacy Policy

Beaujolais Private Investment Management (Beaujolais), a division of Burgundy Asset Management Ltd. (Burgundy), is committed to protecting our Clients’ privacy and the confidentiality of their personal information in our possession, whether regarding the information such as name, address, tax identification number, etc. of its Clients or their directors, officers, beneficial owners, employees, agents, or representatives (Personal Information). Here are the ways we fulfill these commitments.

1. We only ask Clients for necessary personal information

All of our forms and the information obtained from the Clients are designed to obtain only information needed for contractual, income tax reporting, and regulatory requirements, including but not limited to know-your-client requirements and anti-money laundering rules which are applicable to us as an adviser and fund manager. In addition, we use the information Clients provide to us to thoroughly understand the Client’s investment goals and objectives. This helps us to determine the appropriate investments for the Client.
To help us keep our records accurate and complete, we ask Clients to notify us of any Personal Information changes or corrections.

2. We safeguard and limit access to Clients’ personal information

We keep Clients’ Personal Information in a computer system, which can only be accessed by authorized employees using secure passwords. We have installed anti-hacking hardware to prevent unauthorized access to the computer system. For disaster recovery purposes, we maintain a duplicate computer system in an offsite location. This system has the same privacy and security measures as are in our main offices. We may also keep paper copies of Personal Information in filing cabinets in our office. When we need to store information offsite, the storage firm is under contract to adhere to our privacy and security measures.

3. Outside Service Suppliers

We do not provide directly all the services related to your relationship with us. We may use service providers to perform specialized services on our behalf including, but not limited to, issuing cheques, preparing your income tax slips, storing of Personal Information, processing transactions or other data processing. Our service providers may at times be responsible for handling Personal Information. Some of these third parties may be located outside of Canada or the U.S. and/or may house some of the Personal Information outside of Canada or the U.S. As a result, your Personal Information may be accessible to foreign regulatory authorities and subject to foreign laws. However, our service providers are given only the information necessary to perform the required services. In addition, we require them to protect the information in a manner that is consistent with our privacy policies and security practices of their country of jurisdiction.

4. We prevent unauthorized disclosure of Clients’ personal information

All Burgundy and Beaujolais (a division of Burgundy) personnel are trained to keep Clients’ Personal Information private and confidential. We require all of our staff to sign our Code of Conduct, which contractually obliges them to respect and protect Clients’ Personal Information. We prohibit disclosure of any Client’s Personal Information to a third-party without the Client’s explicit consent, or unless Burgundy is, by law, required or permitted to do so. We shred paper documents containing Clients’ Personal Information before discarding such documents. When electronically stored Personal Information is no longer required for contractual or regulatory purposes, we delete the information from our computer systems.

5. Use of information collected via the Internet

If you use the internet to communicate with us or you access our website, certain information about your computer may automatically be generated, collected and logged by Web servers. This information may include the Internet Protocol (IP) Address assigned to your computer by your Internet Service Provider (ISP), the type of browser you are using, the general location of your computer, and Web pages visited. We may use this information to monitor website usage, resolve technical issues, improve functionality and evaluate website popularity.

6. Client Website Portal

The Internet is not a secure medium and complete privacy, security and confidentiality cannot always be assured. While Burgundy implements reasonable and effective security controls to protect its assets, you acknowledge that any improper use of the Client Portal or your failure to protect any related usernames and passwords may lead to unauthorized access or disclosure of your information. Burgundy shall not be responsible or liable for any harm that you or any other person may suffer in connection with any such breach of confidentiality or security.

7. Security

Burgundy has implemented a number of security measures and processes to help protect against the loss, theft and unauthorized access of the Personal Information under our control. Only Burgundy employees and authorized third parties who have a legitimate business need or legal requirement to access and/or process your Personal Information will be permitted to do so. General entry to our offices is secured and cannot be accessed by unauthorized personnel.
Please exercise care and judgement whenever sending Personal Information to us or any other parties via email. Because of the inherent risks associated with the electronic transmission of information on the internet or otherwise, Burgundy does not guarantee the security and integrity of any electronic communications sent or received in relation to the services provided to you.

8. We have a Privacy Officer

Our Privacy Officer is responsible for monitoring the fulfillment of our privacy commitments and for training our employees in privacy policy matters. Upon request, Clients can be informed of the existence, use, and disclosure of the Personal Information and if Clients wish to review the Personal Information in our possession, they should send a written request to privacyofficer@burgundyasset.com.

9. We disclose information to regulators and government agencies only when required by law

We may be required to disclose your Personal Information to domestic and international governments, government agencies, law enforcement agencies and regulators, and will only do so when required by law.

We may be required to provide certain contact information of fund investors to the Ontario Securities Commission (OSC) and other provincial securities regulators under the authority granted in securities legislation. This information is collected only for the purposes of administration and enforcement of the securities legislation. If you are an investor in a Burgundy fund and you object to Burgundy’s filing of your information, you may contact our Privacy Officer.

If you have any questions about the collection and use of this information in Ontario, you may contact the OSC at the following address:

Ontario Securities Commission
Suite 1900, Box 55, 20 Queen Street West
Toronto, ON  M5H 3S8
Telephone: (416) 593-8314
Facsimile: (416) 593-8122

Public official contact regarding indirect collection
of information:
Administrative Support Clerk
Telephone: (416) 593-3684

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