Terms and conditions - Holdun

Terms and conditions


Privacy of Clients

All personal information of clients is private and confidential. Holdun has adopted a privacy policy and has taken steps to protect private information and to ensure compliance with privacy legislation. In collecting personal information about you, we observe the following principles:

Accountability. Matters of privacy are considered at the highest levels of Holdun’s organization. All of our staff are informed of the importance of protecting the privacy of our clients
Limited Collection. Holdun only collects the information it needs in order to deliver services to you in accordance with its obligations under the law.

Limited Purposes. Holdun collects information in order to deliver the services and products that you wish. From time to time Holdun may contact you regarding products and services that it believes may be of interest to you. However, unless required by law Holdun will never share or sell that that information to any third party.

Consent. Holdun seeks your consent to collect and use your personal information. Typically Holdun obtains this consent in the agreements you sign when you become a Holdun client. You are free, at any time, to withdraw your consent. However, withdrawing your consent may limit the products and services that Holdun is able to offer to you.

Limited Use and Retention. Holdun uses your personal information only in ways that you allow. Holdun keeps your personal information only as long as necessary or as required by law, whichever is less.

Accuracy. Holdun seeks to ensure that the personal information that it collects is as accurate as possible.

Controls. Holdun has imposed controls to ensure that your personal information is secure.

Privacy of Website Users

In addition, when you this website Holdun may collect certain user information, such as which pages of the site you visit, which website you came from immediately before accessing the Holdun website, and how you use this website. Holdun uses this information to improve the user experience on this website.

Privacy Contact

If you have any questions regarding Holdun’s privacy policy, or if you wish to have any of your personal information removes from Holdun’s database, please contact Margaret Dunphy, at mdunphy@holdun.ca or call (514) 397-0188.


It is important that you read and understand this Important Legal Information page. This website is owned and managed by Holdun Family Office Limited (“Holdun”). By visiting this website, you accept and agree to comply with the terms and conditions of use, which may be modified from time to time without notice. Any changes to the terms and conditions of use of this website will be made directly to this page. Please look at all changes and updates. Each time you visit the website, we presume that you have read and accepted the terms and conditions of use. By visiting or using the services offered through this website, you signify that you accept the terms and conditions of use, including any changes to them. If you do not accept the terms and conditions, you must not use this website. The terms and conditions and your use of this website are governed by the laws of the Province of Québec and all other relevant laws of Canada.


The information or data contained on this website are provided exclusively for general information purposes. You must not take this information or data to be advice that applies to your financial situation or as specific advice of a financial, legal, accounting, tax or investment nature. You should always consult your personal financial, legal, accounting, and/or tax advisor prior to making any decisions regarding your personal financial position.

The information contained on this website is reputed to be accurate and reliable at the time of publication on the site; however, we cannot guarantee that it will remain accurate, reliable, complete or up-to-date. We assume no responsibility for any losses incurred due to the use of this website or to the unavailability of this website. Unless we specifically note to the contrary, the information on this website is not verified and is provided “as is.” We make no claims that this website will not experience interruptions or be free of errors, that such flaws will be corrected, or that the site or the server that hosts it is free of viruses or other harmful elements.


The products and services referred to on this website are subject to the terms and conditions of applicable laws. Holdun funds and services are provided only in jurisdictions where they may be offered lawfully. The information contained on this web is not an offer or solicitation to buy or sell any funds, investment, or any other product, service or information. Potential investors should consult their financial and/or legal advisors to find out if these securities are offered lawfully within their jurisdictions.

These securities may not be suitable for you. You should always consult with your personal financial, legal, accounting, and/or tax advisor prior to making any investment decision.

If you choose to use this website, you are responsible for complying with all relevant local, national and international laws. You may not use, export or re-export any information contained on this website, or copy any parts in violation of any relevant laws and regulations.


All information contained on this website of is protected by applicable copyright laws. It is prohibited to copy, distribute, modify, post or use any text, image, video clip, program code or user interface design or logo. Any unauthorized use or reproduction of these brands and names is strictly prohibited.


Reference on this website to the products or services of third parties does not signify that Holdun endorses or approves such products or services, and is provided only for convenience. Holdun neither endorses nor approves links to other websites, third parties, or their products or services, and is not responsible for any incompatibility, inconvenience, contamination by computer viruses or worms, Trojan horses or any other destructive agent originating from these sites. Linking to other sites is at your own risk and Holdun will not be held liable for any damage caused by such links.


Past results do not guarantee results in the future. The returns shown are overall annual composite historic yields that include changes in the value of the securities and reinvestment of dividends and distributions. Returns are based on net asset value per share calculations performed by Holdun, based on information that is provided to Holdun by commercially available financial information providers.

The information contained in this communication is subject to change without notice and Holdun cannot be held responsible for any inaccuracies in the information provided. It is prohibited to download, retransmit, record on any support whatsoever, copy, redistribute, reproduce or republish it for any purpose. The information contained on this website does not constitute specific advice of a financial, legal, accounting, tax or investment nature. Please consult your personal advisor before making any investment decisions.


The confidentiality and security of e-mail transmission via the Internet is not guaranteed. E-mail communications are not confidential and may be intercepted, lost or even modified. Holdun is not responsible for harm or damages that you or any other person may suffer by transmitting e-mail containing personal or confidential information via the Internet to Holdun, or from e-mail that Holdun sends to you at your request.


Holdun is not responsible for any damage (direct, indirect, special, economic, consecutive, constructive, exemplary or punitive) incurred following use or unavailability of this website, its content, or any action or decision taken by you or another person based on the website, its content or any other unauthorized use or reproduction of the website or its content.