Mutual Funds Provided Through FundEX Investments Inc.

Welcome to
Thibault Investment Planning

Investor Privacy Notice

As an organization that collects, uses and discloses personal information, Thibault Investment Planning
is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in
the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these
laws, it is important that Thibault Investment Planning provide you with information so that you may fully
understand the purposes for which your personal information is collected.

Over the course of your relationship with Thibault Investment Planning and your investment funds advisor,
personal information will be collected in order to administer your mutual fund account. This information
typically includes your financial information and investment objectives, in addition to your current
investments, banking information and your social insurance number. This information allows for but is not
limited to the buying and selling of mutual funds on your behalf, in addition to providing you with
reporting and the administration of your account in a compliant and regulatory manner.

At times, Thibault Investment Planning may be required to provide this information to mutual fund companies
in which you invest, self-regulatory organizations, securities regulators, and law enforcement agencies.
These organizations, like Thibault Investment Planning are bound and must comply with the same
federal/provincial privacy act(s). Thibault Investment Planning does not disclose your information to any
other organization(s) to use for their own purposes and in particular will never sell or trade your personal
information.

The purposes for which we collect, use and disclose your personal information are central to our being able
to provide you with our services. Should you have objections to the collection and disclosure of your
personal information, as listed in the foregoing, Thibault Investment Planning will no longer be in a
position to provide you with these services. Therefore, by maintaining your account with Thibault Investment
Planning we will consider that you have consented to our collecting, using and disclosing your personal
information.

In representing Thibault Investment Planning, your investment funds advisor is acting on behalf of the mutual
fund dealer, FundEX Investments Inc. Your investment funds advisor may also be licensed to sell other products
and, therefore may wish to provide you with advice and services in that other capacity. Should they do so,
your investment funds advisor will communicate with you directly regarding any additional use or disclosure
of your personal information.

If you wish to review or make changes to your personal information you may do so by making a written request
to Privacy Officer, FundEX Investments Inc., 25 Centurian Drive, Suite 208, Markham, Ontario L3R 5N8.

Should you have any questions or concerns regarding the use of your personal information we encourage you
to speak with your investment funds advisor. Alternatively, you may contact the designated Privacy Officer
for FundEX Investments Inc., 25 Centurian Drive, Suite 208, Markham, Ontario L3R 5N8, via fax at 905-305-1698
or via email at compliance@fundex.com.

 

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