Opting for Electronic Documents only
When electing to register for access to the Bridgehouse Client Portal, you authorize Brandes Investment Partners & Co., operating as Bridgehouse Asset Managers (“Bridgehouse”), to turn off documents delivered by electronic mail (“email”) or paper statements and agree to receive documents related to your Client Account, including but not limited to, account statements, management fee invoices, and any other documents or notices we are required by law to provide in writing (“Account Documents”) electronically through the Bridgehouse Client Portal during the registration process unless you change the delivery method to email or paper versions after registering. You may change your selection at any time. The choice to change this selection is always available to you in your profile and preferences at any time after registering for the Bridgehouse Client Portal. Alternatively, you may request to change this selection by directly contacting the Bridgehouse Institutional Team responsible for managing your Client Account. If you are currently receiving paper statements, you can always change to access your Account Documents electronically online at any time.
By registering for access to the Bridgehouse Client Portal, you authorize Bridgehouse to post your Account Documents online to your Client Account. You agree to keep your email address up to date. You understand that failing to update your email address may result in delays notifying you when Account Documents are posted online to your Client Account. You agree to release Bridgehouse and hold it harmless from any consequences of your failure to update your email address. You also agree to receipt of the email notification in lieu of mailed or emailed notifications that may be required by law or other regulation. In addition, your consent to receive Account Documents online through the Bridgehouse Client Portal also applies to any document that you ask Bridgehouse to send you electronically in specific situations.
Having agreed to receive the documents electronically online, you acknowledge that you are able to access the Bridgehouse Client Portal. You agree to notify Bridgehouse promptly if you are unable to access your Client Account or Account Documents posted online to your Client Account, on the Bridgehouse Client Portal.
You may download and/or print any Account Document at any time by logging into your Client Account on the Bridgehouse Client Portal. At any time, you may request to receive any Account Document by email or in paper form at no cost to you by notifying your Bridgehouse Institutional Team. Such request will not constitute a revocation of your election to receive Account Documents electronically on the Bridgehouse Client Portal. Your election to receive electronic Account Documents on the Bridgehouse Client Portal will continue until you change your preferences on the Bridgehouse Client Portal or notify your Bridgehouse Institutional Team of your change in delivery preferences.
Applicability
This agreement shall apply to any and all of your uses of the services via the Bridgehouse Client Portal. These terms and conditions shall survive any termination of your access to any one or more of the services. Bridgehouse may terminate your access to any one or more of the Services if you violate any of these terms and conditions. In addition, Bridgehouse may terminate your access to Account Documents on the Bridgehouse Client Portal, without notifying, upon notification or instruction by the authorized agent or representative of the Client Account that you are no longer an authorized party to the Client Account permitted to access Account Documents.
Notice
Bridgehouse may deliver notice to you concerning this agreement by means of email, or by a general notice posted on the Bridgehouse Client Portal or by email delivered to your email address associated with your account.
Identification
You represent that you have properly identified yourself as an authorized party to the Client Account by entering your name, email address, and personal identifiers when registering for the Bridgehouse Client Portal and not those of any other person.
Privacy Policy
By registering for the Bridgehouse Client Portal, you represent that you acknowledge and understand that Bridgehouse may also share non-public personal information pertaining to your Client Account in connection with the management and servicing of your Client Account.
You acknowledge that you have read and understand Bridgehouse’s Privacy Policy, which explains circumstances in which Bridgehouse may disclose non-public personal information pertaining to your Client Account to non-affiliated third parties, such as Salesforce / Portal CRM Vendor as necessary for Bridgehouse to provide agreed services and products and make accessible to you consistent with applicable law. Bridgehouse may also disclose non-public personal information to other institutions with whom we have joint business arrangements for proper business purposes in connection with the management or servicing of your account. Lastly, Bridgehouse may disclose your non-public personal information to companies Bridgehouse hires to help administer services provided to your Client Account. Companies Bridgehouse hires to provide services of this kind are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. Bridgehouse limits their use of your personal information to the performance of the specific service we have requested. Bridgehouse does not sell your non-public personal information to anyone. Nor does Bridgehouse provide such information to others except for discrete and proper business purposes in connection with the servicing and management of your account as discussed in Bridgehouse Privacy Policy or as required by legal or regulatory authority.
Bridgehouse will send you notice of Bridgehouse Privacy Policy annually for as long as you maintain an ongoing direct relationship with Bridgehouse. Periodically Bridgehouse may revise the Privacy Policy and will provide you with a revised Privacy Policy if the changes materially alter the previous Privacy Policy. Bridgehouse will not, however, revise the Privacy Policy to permit the sharing of non-public personal information other than as described in this notice without notifying you and provide you with an opportunity to prevent the information sharing. At all times, you may view Bridgehouse current Privacy Policy on the Bridgehouse website at www.bridgehousecanada.com, or contact the Bridgehouse Institutional Team at +1.866.791.8367 to request a copy.
If you have any questions, please contact the Bridgehouse Institutional Team at 1. 866.791.8367.
Bridgehouse Asset Mangers® is a trade name of Brandes Investment Partners & Co.. Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. which is an affiliate of Brideghouse. This website may also contain trademarks of other companies.
