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If you have a complaint about our services or a product, it should be submitted in writing by email to complaints@obsiido.com or by mail to the below address:
Obsiido Alternative Investments Inc.
Attn: Complaints Officer
36 Toronto Street, Suite #850
Toronto, Ontario
Canada
M5C 2C5
Please note, you may want to consider using a method other than e-mail for sensitive information.
Obsiido has appointed its Chief Compliance Officer as the Complaints Officer. All complaints will be received by the Complaints Officer, who will engage other members of the Obsiido Team accordingly.
When filing a complaint, tell us what went wrong, when it happened, and what you expect (for example, money back, an apology, account correction).
To help us resolve your complaint sooner make your complaint as soon as possible, reply promptly if we ask you for more information, and keep copies of all relevant documents, such as letters, e-mails, and notes of conversations with us.
We will acknowledge your complaint in writing, as soon as possible, typically within 5 business days of receiving your complaint. We may ask you to provide clarification or more information to help us resolve your complaint.
We will provide our decision normally within 90 days of receiving a complaint. It will include a summary of the complaint, the results of our investigation, our decision to make an offer to resolve the complaint or deny it, and an explanation of our decision. If our decision is delayed and we cannot provide you with our decision within 90 days, we will inform you of the delay, explain why our decision is delayed, and give you a new date for our decision.
If you are not satisfied with our decision, you may be eligible for Ombudsman for Banking Services and Investments (OBSI) dispute resolution service.
You have the right to use OBSI’s service if your complaint relates to a trading or advising activity of our firm or by one of our representatives; you brought your complaint to us within 6 years from the time that you first knew, or ought to have known, about the event that caused the complaint; and you file your complaint with OBSI according to the time limits below.
If your complaint relates to your accounts with Obsiido, then you may be eligible for the free and independent dispute resolution service provided by OBSI if (i) we do not provide our decision within 90 days after you made your complaint, or (ii) you are not satisfied with our decision. OBSI can recommend compensation of up to $350,000.
Escalating to OBSI does not restrict your ability to take a complaint to a dispute resolution service of your choosing at your own expense, or to bring an action in court. Keep in mind there are time limits for taking legal action.
Time limits apply. If we do not provide you with our decision within 90 days, you can take your complaint to OBSI any time after the 90 day period has ended. If you are not satisfied with our decision, you have up to 180 days after we provide you with our decision to take your complaint to OBSI.
OBSI can help you best if you promptly provide all relevant information, including your name and contact information, our firm’s name and contact information, the names and contact information of any of our representatives who have been involved in your complaint, details of your complaint, and all relevant documents, including any correspondence and notes of discussions with us.
OBSI will investigate. OBSI works confidentially and in an informal manner. It is not like going to court, and you do not need a lawyer. During its investigation, OBSI may interview you and representatives of our firm. We are required to cooperate in OBSI’s investigations.
OBSI will provide its recommendations to you and us once it has completed its investigation. OBSI’s recommendations are not binding on you or us. OBSI can recommend compensation of up to $350,000. If your claim is higher, you will have to agree to that limit on any compensation you seek through OBSI. If you want to recover more than $350,000, you may want to consider another option, such as legal action, to resolve your complaint.
Contact OBSI by e-mail at ombudsman@obsi.ca.or by telephone at 1-888-451-4519 or 416-287-2877 in Toronto.For more information about OBSI, visit www.obsi.ca.
Last Updated: August 1, 2023
This website and any of its associated websites (the “Site”) are operated by Obsiido Capital Management Ltd. or its affiliate, Obsiido Alternative Investments Inc. (collectively, “Obsiido”). Obsiido Alternative Investments Inc. is registered as an investment fund manager in Ontario and as a portfolio manager and exempt market dealer in Ontario, British Columbia, and Alberta.
Obsiido is pleased to provide you with the services, content, and tools on the Site.
By accessing or using the Site (including for the purposes of opening your account with Obsiido Direct), you represent and warrant that you are the legal age of majority in your province of residence under applicable law and agree to be bound by, and comply with, the Terms of Use and Obsiido’s Privacy Policy (collectively, the “Terms”).
The Terms may be modified at any time by Obsiido. By using or accessing the Site, you agree to these Terms as well as any future amendments to the Terms. You can review the most current version of the Terms here. If you do not agree to the Terms, do not access or use the Site.
The Terms are in addition to any terms and conditions or agreements between you and Obsiido, including any account agreement or other agreement governing your use or access to the products, services, content or other information on the Site.
Obsiido may terminate your access to the Site for any reason, without prior notice.
All content on the Site is meant to be reviewed in its entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices.
Every effort has been made to ensure that the content on the Site is accurate as of the date of first publication; however, Obsiido cannot guarantee that it is accurate, complete or current at all times.
The Site is only intended to provide you with general information. The Site is not intended to provide legal, accounting, financial or tax advice, and should not be relied upon in that regard. You are encouraged to seek independent advice.
The views and opinions expressed herein are of Obsiido and are subject to change without notice.
The Site is neither an offer to sell nor a solicitation of an offer to purchase any investment fund or security, or another product or service, or to engage in any investment strategy or transaction, or a representation about the suitability or appropriateness of any product or service (as many factors unknown to us relating to your personal and financial circumstances may affect the applicability of any statement to you). The information on the Site does not constitute, and should not be construed as, investment advice. Any offer or sale of any securities referenced will be made according to the Obsiido Portfolios Offering Memorandum to eligible “accredited investors” or Obsiido Direct clients under applicable Canadian securities laws.
Any statement about a particular investment fund or company is not an endorsement or recommendation to buy or sell any such security. Investment managers represented in the Obsiido Portfolios, including SAF Group, Blackstone Inc., Blue Owl Capital, HarbourVest Partners, Bonnefield Financial Inc., Brookfield Asset Management Inc., The Carlyle Group, Neuberger Berman, Polar Asset Management Partners Inc., Waratah Capital Advisors Ltd., and Oaktree Fund Advisors, LLC have not (i) explicitly or implicitly endorsed or approved nor (ii) been involved in the preparation of the information contained on the Site.
The Site may contain forward-looking statements which reflect Obsiido’s current expectations or forecasts of future events. Forward-looking statements include statements that are predictive in nature, depend upon or refer to future events or conditions, or include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates”, “preliminary”, “typical”, and other similar expressions. In addition, these statements may relate to the future financial performance of a fund or a security and their future investment strategies and prospects. Forward-looking statements are not guarantees of performance, and are inherently subject to, among other things, risks, uncertainties and assumptions which could cause actual events, results, performance or prospects to differ materially from those expressed in, or implied by, these forward-looking statements. You should not place undue reliance on forward-looking statements.
The forward-looking information contained on the Site is current only as of the date of first publication. There should not be an expectation that such information will be updated, supplemented, or revised whether as a result of new information, changing circumstances, future events or otherwise.
Furthermore, past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.
The Site may link to third-party websites or display third-party content that is believed to be reliable. However, Obsiido does not prepare, edit or endorse such sites or content, and thus does not guarantee its accuracy, timeliness, completeness or usefulness. Obsiido is not responsible or liable for any content, advertising, products or other materials on or available from third-party sites.
Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.
Investments in the Obsiido Portfolios are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. An investment in the Obsiido Portfolios is not suitable for all investors. Before opening an account and investing, you should consider your investment objectives and risk tolerance as well as any fees charged by Obsiido. The rate of return on investments can vary widely over time, especially for the Obsiido Portfolios as they are meant to be long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal.
Please review the Offering Memorandum of the Obsiido Portfolios before making any investment decision. If there is an inconsistency between the Site and the Offering Memorandum, the provisions of the Offering Memorandum shall prevail.
While we take care in building and maintaining the Site, we cannot guarantee its availability at all times.
Products and services advertised on the Site are subject to the terms of applicable law and only available in designated provinces and territories of Canada.
The Site does not constitute an offer or solicitation to buy or sell any product or service to anyone outside of Canada. If you choose to access the Site from outside of Canada, you do so on your own accord and are responsible for compliance with applicable local, national or international laws. You may not use, export or re-export any content on the Site or copy any part in violation of any applicable law or regulation, including export laws and regulations of Canada.
Obsiido has taken many measures to secure your personal information and maintain its confidentiality.
Unfortunately, the electronic transmission of information is not completely secure, and Obsiido cannot guarantee the complete confidentiality or security of any information that you provide electronically (including via email or through the Site). You acknowledge that Obsiido is not responsible for any damages or losses you may suffer as a result of your electronic transmission of confidential or sensitive information, and you do so at your own risk. For further information, see Obsiido’s Privacy Policy.
For security reasons, where you have logged into your account with Obsiido and there is no activity for a certain time period, your session will be terminated automatically, and you will be required to log in to your account again to re-gain access.
If you open an account with Obsiido, you are solely responsible for maintaining the security and confidentiality of your login and password and your mobile device, and for ensuring that others do not use them without your permission. You agree not to disclose your password to any person and to keep it secure. You further agree that you are responsible for all instructions entered through and under your login, password, and account numbers, and any instructions received by Obsiido. All instructions shall be deemed to be made at the time received by Obsiido, and in the form received.
You agree to notify Obsiido immediately if you suspect your account may be compromised. Obsiido is not liable if you lose your credentials or if your account is compromised through your credentials.
To help protect yourself from fraud and/or viruses, you are also encouraged to do the following:
We grant you a limited licence to display and access the Site (and its content) for non-commercial, personal, or educational purposes only. No other use is permitted. Without limiting the generality of the foregoing, you may not:
Where you provide a link to the Site from another website, Obsiido may require you to disable such link.
Notwithstanding the above, nothing contained in this licence shall be construed as conferring any right under any copyright of ours or any other person who owns the copyright in Content provided on the Site.
The framing, mirroring, scraping or data-mining of the Site or its content in any form and by any method is strictly prohibited.
Decompiling, disassembling, reverse engineering, attempting to reconstruct or discover any intellectual property or confidential information of Obsiido, including, without limitation, source codes, ideas, and algorithms of Obsiido’s underlying technology by any means whatsoever or other exploitation of the Site, its architecture or the underlying software or code is strictly prohibited.
You are also prohibited from attempting to interfere with the functionality of the Site, including by introducing any viruses, attempting to breach Obsiido’s security measures, disrupting services to other users, and using any automatic devices to monitor or copy any of the Site content.
Obsiido does not warrant the quality, accuracy or completeness of any information on the Site or that the Site will operate without interruption. The Site is provided on an “as is” and “as available” basis, without any representations, warranties or conditions of any kind, whether expressed or implied, and including, without limitation, implied representations, warranties or conditions of title, non-infringement, merchantability, fitness for a particular purpose, performance, durability, availability, timeliness,
accuracy, or completeness, all of which are hereby disclaimed by Obsiido to the fullest extent permitted by law. The Site may include inaccuracies or typographical errors. In no event shall we be liable for any damages whatsoever, including special, indirect or consequential damages, arising out of or in connection with the use or performance of information available on the Site.
In no event will Obsiido or any of its personnel be liable, whether based on warranty, contract, tort, negligence, strict liability or any other legal theory, for any damages of any kind, including, without limitation, direct, indirect, incidental, consequential, special, exemplary, punitive damages, lost profits, loss of use, loss of data, personal injury, fines, fees, penalties or other liabilities, whether or not Obsiido or any of its personnel is advised of the possibility of such damages, resulting from the use of, or the inability to make use of, the Site or the content.
By accessing the Site, you agree to indemnify and hold harmless Obsiido and their respective directors, officers, employees, agents, service providers, contractors, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable legal fees) arising out of or relating to your breach of these Terms or your use of the Site.
The Site, its design and all content belongs to Obsiido and is protected by copyright owned by, or licensed to, us. The use, publication, or redistribution (whether uploading or downloading) of any trademarks, logos, or other content displayed on, or any information on the Site without our consent is prohibited and may violate our legal rights.
References to “OBSIIDO” and the Content provided on the Site are protected by trademark and copyright law, as applicable.
OBSIIDO and its logos, slogans, taglines and other trademarks are trademarks of Obsiido Capital Management Ltd., used under licence, and may not be used without permission.
Nothing in this section grants you any right or licence from us, or any other person who owns the content on our website. You can display on your computer, print, download, and use the underlying HTML, text, images, audio or video clips, software and other content on our website only as needed to evaluate whether to invest in a particular product or service or request a particular service. However, you (a) must not modify the content, and (b) must show it comes from our website together with any associated copyright notice. No other use is permitted.
If any provision of the Terms is found to be unlawful, void, or for any reason unenforceable, then that provision shall be deemed to be severed from the rest of the Terms and shall not affect the validity and enforceability of any remaining provisions.
The Terms are governed by the laws of Ontario and the laws of Canada applicable therein, excluding any conflict of laws which would lead to the application of any other laws. By accessing the Site, you hereby irrevocably submit and attorn to the provincial and federal courts located in the City of Toronto, Ontario for any disputes or matters arising from, connected with, or relating to the Site, this agreement or any related matters.
Last Updated: April 8, 2024
This Privacy Policy applies to Obsiido Capital Management Ltd. and its affiliate, Obsiido Alternative Investments Inc. (collectively, “we”, “us” or “our”). We are committed to protecting your personal information. This Privacy Policy aims to help you understand our personal information collection, use, disclosure, and retention practices.
By providing personal information to us directly or on Obsiido.com and any of its associate websites, including Obsiido Direct, (the “Site”), you agree and authorize us and our third-party service providers (which may be located or process information outside of Canada) to process your personal information for the purposes set out below. We have adopted privacy practices in accordance with applicable Canadian federal and provincial privacy legislation.
We may change our Privacy Policy and Cookies Policy from time to time in the future. We encourage you to review the current versions whenever you visit the Site to stay informed of how we are processing personal information. The “last updated” date is displayed at the top of this Privacy Policy and the Cookie Policy.
This Privacy Policy does not apply to, and we are not responsible for, any third-party websites which may be accessible through links from the Site. If you follow a link to any of these third-party websites, they will have their own privacy policies and you will need to check these policies before you submit any personal information to such third-party websites.
Personal information refers to information that identifies you, your spouse, or your beneficiary as an individual. It may include, but is not limited to, information such as your age, marital status, employment history, social insurance number, home address, personal e-mail address, and telephone number.
We generally collect your personal information directly from you. This includes personal information that you share with us when you do any of the following:
In most cases, explicit consent will be obtained from you to allow us to collect, use, process and disclose your personal information. In some cases, and were permitted by law, we will imply consent based on your actions.
We may monitor and record our conversations with you. You will be provided with a notice at the beginning of any call that is being recorded.
We may also obtain personal information from other sources, including, but not limited to, financial institutions or service providers. For example, if you open an account through Obsiido Direct, we will obtain personal information from Persona, a third-party service provider engaged to verify your identity. This information will be obtained with your consent. Also, if you open an account on Obsiido Direct and decide to automatically link your bank account using Flinks, a third-party service provider, you consent to us obtaining your bank account information from your financial institution.
We do not knowingly collect information from children or other persons who are under 18 years old. If you believe we may have information from a child, please contact us.
We will also collect information from the devices you use to access the Site.
We value your personal information and will ensure the appropriate safeguards are in place to maintain confidentiality and security. We use your personal information to make recommendations for our products or services, provide the services that you requested, communicate with you regarding the services you requested, and improve our services to you. Your personal information allows us to better understand your needs and preferences and allows us to provide you with tailored advice and investment solutions. In addition, your personal information allows us to do the following:
If you open an account on Obsiido Direct, your personal information will also allow us to establish and verify your identity and transfer funds between your bank account and Obsiido account.
Under some circumstances, we may anonymize your personal information so that it can no longer be associated with you. We reserve the right to use such anonymous and de-identified data for any legitimate business purpose without further notice to you or your consent.
We will not disclose your personal information without your consent except as set out in this Privacy Policy. We use your personal information only for the stated purposes and do not share it with any third-parties except in specific cases where it is necessary to meet our service requirements or to comply with applicable laws, as set out below:
Where required or permitted by applicable laws, we may share your personal information for other reasons.
We will only keep personal information for as long as reasonably necessary to fulfil the relevant purposes set out in this Privacy Policy and in order to comply with our legal and regulatory obligations. In determining how long personal information will be retained, we will consider the following factors:
We take the responsibility of securing your personal information seriously, and we will take appropriate measures in the circumstances to mitigate any identified risks to you. We follow industry best practices to protect the information submitted to us, both during transmission and once we receive it. We maintain physical, technical, and administrative safeguards to protect personal information in our custody and control against accidental or unlawful destruction, accidental loss, unauthorized alteration, unauthorized disclosure or access, misuse, and any other unlawful form of processing of the personal information in our possession.
Your access to personal information through Obsiido Direct is protected with multi-factor authentication. We strongly recommend that you do not disclose your password or share your mobile device with anyone. We will never ask for your password in any unsolicited communication (such as letters, phone calls or email messages).
We have taken steps to ensure that the only personnel, under a duty of confidentiality, who are granted access to your personal information are those with a business ‘need-to-know’ or whose duties reasonably require such information. These employees are required to use multi-factor authentication to access any such personal information. Our employees are responsible for ensuring the confidentiality of all personal information they may access. Each employee annually signs off on our Privacy Policy and completes mandatory privacy training to ensure they understand their obligations and expectations as it relates to the activities they perform.
Data is encrypted both at rest and in transit. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Although we do our best to protect your personal information, we cannot ensure or warrant the security of any information you transmit or provide to us, and you do so at your own risk. We also cannot guarantee that such information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or administrative safeguards. If you believe your personal information has been compromised, please contact us.
Accuracy of personal information: We keep the personal information that we collect as accurate, complete, and up to date as appropriate. You may request, in writing, that any incomplete or inaccurate personal information we hold be corrected. Your personal information must be accurate, complete, and up to date if you have an account on Obsiido Direct.
Access to personal information: You may request access to your personal information. Subject to applicable law, you may be able to receive a copy of the personal information we hold. Requests for access by to your personal information must be in writing and must provide sufficient detail so as to enable a proper and efficient response. We will provide appropriate access to personal information that is properly requested. A written explanation will be provided if the requested access is not granted. Access requests should be made, in writing, to the Privacy Officer.
Withdraw consent: If you have opted-in to receive information from us but do not have an account via Obsiido Direct, you may unsubscribe, if you do not wish to receive any further updates from us. You are unable to unsubscribe from notices that pertain to your account with Obsiido Direct.
In addition, under certain circumstances, you may withdraw your consent at any time to the collection, disclosure, or use of the personal information. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent. Further, withdrawal of your consent may make you ineligible for our products or services. Any withdrawal of consent would not apply to personal information that we are required to retain under applicable laws.
Complaints: We are committed to treating you with respect and consideration in all dealings, including matters of privacy. However, we understand that misunderstandings or errors may occur. In such circumstances, you may file a privacy complaint with us by contacting our Privacy Officer. We will act promptly and diligently to resolve the issue.
To exercise any of these rights, please contact us.
Our Privacy Officer can be reached by email at privacy@obsiido.com or by mail using the following contact information:
Obsiido Alternative Investments Inc.
Attn: Privacy Officer
36 Toronto Street, Suite 850
Toronto, Ontario
M5C 2C5
Obsiido Capital Management Ltd.
Attn: Privacy Officer
36 Toronto Street, Suite 850
Toronto, Ontario
M5C 2C5
You have the right to file a complaint with the applicable Privacy Commissioner about our collection and processing of your personal information. For more information about privacy, or if after contacting the Privacy Officer your concern has not been resolved, you may contact the Office of the Privacy Commissioner of Canada or the Office of your provincial Privacy Commissioner as follows:
Effective Date: 14-Sep-2023
Last Updated: 14-Sep-2023
This Cookie Policy explains what cookies are and how we use them, the types of cookies we use i.e, the information we collect using cookies and how that information is used, and how to manage the cookie settings.
Cookies are small text files that are used to store small pieces of information. They are stored on your device when the website is loaded on your browser. These cookies help us make the website function properly, make it more secure, provide better user experience, and understand how the website performs and to analyze what works and where it needs improvement.
As most of the online services, our website uses first-party and third-party cookies for several purposes. First-party cookies are mostly necessary for the website to function the right way, and they do not collect any of your personally identifiable data.
The third-party cookies used on our website are mainly for understanding how the website performs, how you interact with our website, keeping our services secure, providing advertisements that are relevant to you, and all in all providing you with a better and improved user experience and help speed up your future interactions with our website.
| Cookie | Duration | Description |
|---|---|---|
| cookieyes-consent | 1 year | CookieYes sets this cookie to remember users’ consent preferences so that their preferences are respected on their subsequent visits to this site. It does not collect or store any personal information of the site visitors. |
| Cookie | Duration | Description |
|---|---|---|
| CLID | 1 year | Microsoft Clarity set this cookie to store information about how visitors interact with the website. The cookie helps to provide an analysis report. The data collection includes the number of visitors, where they visit the website, and the pages visited. |
| _clck | 1 year | Microsoft Clarity sets this cookie to retain the browser’s Clarity User ID and settings exclusive to that website. This guarantees that actions taken during subsequent visits to the same website will be linked to the same user ID. |
| _ga | 1 year 1 month 4 days | The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site’s analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors. |
| _gid | 1 day | Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website’s performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously. |
| _clsk | 1 day | Microsoft Clarity sets this cookie to store and consolidate a user’s pageviews into a single session recording. |
| _fbp | 3 months | Facebook sets this cookie to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising after visiting the website. |
| _gat_UA-* | 1 minute | Google Analytics sets this cookie for user behaviour tracking. |
| _ga_* | 1 year 1 month 4 days | Google Analytics sets this cookie to store and count page views. |
| MR | 7 days | This cookie, set by Bing, is used to collect user information for analytics purposes. |
| Cookie | Duration | Description |
|---|---|---|
| SRM_B | 1 year 24 days | Used by Microsoft Advertising as a unique ID for visitors. |
| Cookie | Duration | Description |
|---|---|---|
| MUID | 1 year 24 days | Bing sets this cookie to recognize unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations. |
| ANONCHK | 10 minutes | The ANONCHK cookie, set by Bing, is used to store a user’s session ID and also verify the clicks from ads on the Bing search engine. The cookie helps in reporting and personalization as well. |
| _ttp | 1 year 24 days | TikTok set this cookie to track and improve the performance of advertising campaigns, as well as to personalise the user experience. |
| _tt_enable_cookie | 1 year 24 days | Tiktok set this cookie to collect data about behaviour and activities on the website and to measure the effectiveness of the advertising. |
| Cookie | Duration | Description |
|---|---|---|
| SM | session | No description available. |
You can change your cookie preferences any time by clicking the above button. This will let you revisit the cookie consent banner and change your preferences or withdraw your consent right away.
In addition to this, different browsers provide different methods to block and delete cookies used by websites. You can change the settings of your browser to block/delete the cookies. Listed below are the links to the support documents on how to manage and delete cookies from the major web browsers.
Chrome: Click Here
Safari: Click Here
Firefox: Click Here
Internet Explorer: Click Here
If you are using any other web browser, please visit your browser’s official support documents.