In this document, the terms "we", "our", “us” and “HBM” refers to Harris Beattie MacLennan & Co., the terms "you" and "your" refers to the reader and the terms “form” and “forms” refers to electronic and paper based systems to collect personal information.

By accessing and using information from our web site or by sending information to us, you agree to the terms of this privacy policy and to our practices of collecting, using and disclosing your personal information. We may amend our privacy policy from time to time. Such updates may affect our practices of collecting, using and disclosing your personal information.

When you visit our web site without providing your name and contact information, we collect some or all of: time of visit, host name, length of visit, pages visited, arrival pages, exit pages, referring sites or sites from which you came, the site to which you go, user agents (type and version of web browser you used to access the web site), countries, top level domains, IP address and domain you used to access the web site. We use the information to assess usefulness of our site to our visitors, to assess our marketing efforts, and to monitor our web site's performance.

We collect personal information on forms that you use to obtain our products and services such as: trust and estate planning, tax advice, professional practice management, consulting, registering for conferences, purchasing our publications. The information is used to deliver the requested products and services. The information may also be used to deliver information about products and services relevant to privacy compliance. The information may be disclosed to third parties to facilitate delivery of the products and services.

	We communicate with clients and product and service purchasers via post, e-mail, telephone, fax and our web site.
	We may deliver to you information on behalf of third parties with whom we have a strategic relationship.
	Information received by us may be entered into a database to help us make use of the information for purposes indicated in this policy.

When we receive inquiries regarding whether we have a client relationship with a particular individual, we do not disclose whether or not the particular individual is our client or the status of their relationship with us.

We use the services of a number of companies. Their privacy policies differ from ours.

	Network Solutions is the registrar of our domain. They have access to our usage statistics. Their privacy policy is at their website here: www.networksolutions.com
	Canaca is our domain host. They have access to our usage statistics. Their privacy policy is at their website here: www.canaca.ca
	Cookies placed by your browser on your computer are used by one or more of our service providers.
	Our web site contains hyper-links to other Internet web sites. We are not responsible for those web sites or your use of them.

Information contained on our web site is copyrighted. The information contained on our web site may not be reproduced, transmitted or disseminated without previously entering a written license agreement with us.

Exceptions to our privacy policy may be made for particular types of transactions. When such exceptions are to be made, your consent will be sought prior to your entering the transaction.

By submitting your information to us you consent to the following:

We collect your contact information on our application forms for the following purposes:

	To provide you with our publications, which containing, among other things, summaries and analysis of recent regulatory and judicial decisions, notice of relevant conferences, seminars and courses, information about relevant products and services, and other information we believe you may be interested in receiving.
	To update your information as required.
	To contact you to request your permission should a new use or potential disclosure of your information be identified and should we wish to use or disclose your information for the new purpose.
	We collect information about what you would like HBM to do for you for the purpose of providing our clients with maximum value.
	We collect information about whether your organization is under federal or provincial jurisdiction, the provinces and sector in which your organization’s activities occur, whether your organization uses information technology and the size of your organization for the purpose of designing for you services that meet your specific needs.
	We collect your survey answers for distribution to evaluators retained by us for evaluation. Unless you put your personal information inside your answers, your answers are made anonymous prior to forwarding to the evaluators so they do not know whose answers they are evaluating.

The information we collect on paper is kept in our offices.

The information we collect electronically is collected without secure socket layers.

Once the information we collect electronically reaches us we keep it in computers behind a firewall. We may also transfer it to storage equipment. We may also copy it to paper for storage.

When we use the electronic information to communicate with you we do so via the unsecure internet, fax, telephone, courier or post.

Our staff and third parties retained by us to assist us in accomplishing our mission have access to the information we collect.

Your information is disposed of after the latter of three years after you cease being a client and the end of known and recognized legal liabilities (other than those relating to the retention and security of the information) relating to the information.

If you withdraw your consent to any of the above, you may not receive all of your client benefits.

Information collected may be placed in databases, word processing merge documents, and other electronic systems to facilitate the uses described above.

Practices

When a new client engages our services, we send the necessary forms and file the application.

When information is sent electronically to clients, we send it by e-mail to the e-mail address on record.

When information is sent by post to clients, we send it to the postal address on record.

When a request to review a client’s personal information is requested, all within 30 days of the request, we locate the file, determine whether there are legal prohibitions on the disclosure, if not, then send a message advising of the cost of satisfying the request. When the payment is received, we purge the personal information of third parties if necessary, copy and send the copied file. If they provide corrected information, update the file accordingly.

If we receive a complaint, we date it, acknowledge receipt immediately, and deal with it within 30 days.

We change our privacy policy from time to time. When we do, our updated policy will be updated here.

If you make a request regarding the existence, use, or disclosure of your personal information, we will advise you of the approximate cost of responding to the request. At that time you may choose whether to withdraw or continue with the request.

To make a request, gain access to your information, or file a complaint, Harris Beattie MacLennan & Co’s, Privacy Officer may be contacted via:

Chief Privacy Officer