Privacy Statement


FinancialCAD Corporation, including all of its Affiliates, specifically FINCAD Europe Limited, and FINCAD UK Limited (individually and collectively, as relevant, “FINCAD”, “we” or “us”) will collect and process your Personal Data and other information in relation to your dealings with us, including through your use of FINCAD websites (each a “Website”). “Affiliate" means, in relation to any person, a subsidiary of that person or a holding company of that person or any other subsidiary of that holding company. This privacy statement explains how FINCAD will manage your Personal Data, why we use it, and how you may contact FINCAD in relation to the use of your Personal Data.

Contacting the FINCAD Group

Any questions or concerns regarding the use of your Personal Data by FINCAD and / or the exercise of your rights should be addressed to us by emailing with the subject line: My Data.

Types of Information We Collect

We collect information, which includes Personal Data, about directors, officers, employees, agents and / or authorized signatories of FINCAD’s customers, prospective customers, suppliers, service providers, vendors and other commercial partners (“Individuals”) for the purposes of and in connection with FINCAD’s dealings with those relevant commercial entities. You may be such an Individual.

Personal Data means any information which FINCAD has or obtains, or which you provide to FINCAD, and may include your name, address, email address, phone number(s), title or position, from which you can be directly or indirectly personally identified. We may also collect data that includes the name of pages (URLs) that you view on our websites and whether or not you open or click-through to read marketing emails sent to you.

FINCAD also collects certain statistical and other analytical information collected on an aggregate basis relating to all visitors to the Website. This Non-Personal Data comprises information that cannot be used to identify or contact you, such as demographic information regarding browser types, mobile device equipment, mobile network and other anonymous statistical data involving the use of the Website. We collect this information to help us monitor traffic and enhance your experience of the Website.

Cookie Policy

What are cookies?

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as login, language, font size and other display preferences) over a period of time, so you don’t have to keep re-entering them whenever you come back to the site or browse from one page to another.

Website Tracking

We deploy the following technologies on our website. These services may set cookies in your browser if your privacy settings allow it to do so. The primary services we use to track activity are Marketo and Google Analytics.

In addition to these, we deploy some Geographic IP detection. This data is not stored nor is it used to identify specific user data - however your geographic IP location may be used to dynamically serve you content relevant to your location.

NameTypeDescriptionPrivacy Policy
DoubleclickAdvertisingThe DoubleClick advertising platform is operated by Google to create, transact, and manage digital advertising.Link
LinkedInAdvertisingLinkedIn's marketing solutions enable marketers to deliver targeted ads its users.Link
LiveRampAdvertisingLiveRamp uses anonymous customer data to improve customer interactions on any channel and device.Link
BeeswaxAnalyticsBeeswax connects to all the major exchanges and normalizes the supply into a single, clean OpenRTB stream across display, banners, and videoLink
Google AnalyticsAnalyticsGoogle Analytics is a freemium web analytics service offered by Google that tracks and reports website traffic.Link
MarketoAnalyticsMarketo automates demand generation campaigns to track manage and qualify leads.Link


How We Obtain Your Information

We will obtain some of your Personal Data directly from you where we interact directly with you in the course of our business. We may also obtain Personal Data directly from you through the Website, such as (i) when you sign up to our mailing list, (ii) when you sign up to receive marketing materials, download a white paper or attend a webinar, (iii) when you sign up for a free trial, (iv) when you sign up for a demo, or (v) when you apply for a position with FINCAD.

This information may also be collected indirectly from a variety of sources, such as the commercial entity which you represent, and publicly available sources including media reports and social media, such as LinkedIn, with which you interact.

Use of Personal Data and Basis of Processing

We will use the Personal Data where necessary:

  1. where use is for a legitimate purpose of ours, including:
    1. for the purposes of managing our contracts and relationships with our existing and prospective customers, suppliers, service providers, vendors and other commercial partners;
    2. for day to day operational and business purposes, including recruitment purposes;
    3. to set up and administer the commercial arrangement;
    4. to set you up with a login on our systems;
    5. to provide maintenance and support;
    6. board reporting and management purposes;
    7. in the event of a merger, reorganisation or disposal of, or a proposed merger, reorganisation of disposal of the whole or part of the business of FINCAD;
    8. to take advice from our external legal and other advisors;
  2. for compliance with our legal obligations, including:
    1. compliance with applicable tax and regulatory reporting obligations;
    2. where we are ordered to disclose information by a court with appropriate jurisdiction;
  3. where necessary to establish, exercise or defend our legal rights or for the purpose of legal proceedings;
  4. where you have consented to the use of your Personal Data for a particular purpose, which will be made clear at the time your consent is obtained, including:
    1. to design marketing campaigns; 
    2. to market our products and services; 
    3. to tailor our marketing and sales activities to your company’s interests

If you give consent for us to use your Personal Data for particular purposes, you have the right at any time to withdraw consent to the future use of your Personal Data for some or all of those purposes by writing to the address specified below.

Applicants for jobs

Where you, or a third party recruitment agent acting for you, provides us with your CV and other Personal Data, we will use that information solely for the purposes of considering your application for a position with FINCAD, including to check your references. If you are a successful candidate, the Personal Data we obtain during the recruitment process will be held on your personnel file, which will be subject to our separate employee privacy statement.

Sharing Personal Data

We will not disclose any Personal Data to any third party, except as outlined above and / or as follows:

  1. to enable FINCAD to carry out the obligations under and enforce its contracts with its customers, suppliers, service providers, vendors and other commercial partners;
  2. to anyone providing a service to FINCAD or acting as FINCAD’s agent, as data processors, for the purposes of providing services to FINCAD and on the understanding that they will keep the Personal Data confidential;
  3. where we need to share Personal Data with our auditors, and legal and other advisors;
  4. to any (or any proposed) assignee, transferee, or successor in title to the whole or any relevant part of FINCAD’s business, and their respective officers, employees, agents and advisers; and
  5. the disclosure is required by law or regulation, or court or administrative order having force of law, or is required to be made to any of FINCAD’s regulators.

International transfers

Personal Data may be transferred outside the European Economic Area (the “EEA”) in connection with the uses described above and / or as otherwise required or permitted by law.

Many of the countries outside the EEA will be ones which the European Commission has approved (which includes Canada, where FINCAD is headquartered, for most Personal Data), and will have data protection laws which are the same as or broadly equivalent to those in the European Union (the General Data Protection Regulation (EU) 2016/679 ("GDPR")). However, some transfers may be to countries which do not have equivalent protections to the GDPR, and in that case FINCAD shall use reasonable efforts to ensure any transfers will be done in accordance with applicable data protection laws.

Third Party Providers of Information

We may obtain Personal Data relating to Individuals from someone other than that Individual, such as his / her employer or a recruitment agent. FINCAD will rely on the person providing the information to ensure that it will only do so in accordance with applicable data protection laws, and that it will ensure that before doing so, the Individuals in question are made aware of the fact that FINCAD will hold information relating to them and that it may use it for any of the purposes set out in this privacy statement, and where necessary that it will obtain consent to FINCAD’s use of the information.

Recipients of the Personal Data

In any case where we share Personal Data with a third party data controller, the use by that third party of the Personal Data will be subject to the third party’s own privacy policies.

Updates to Personal Data

We will use reasonable efforts to keep Personal Data up to date. However, you will need to notify us without delay in the event of any change in your personal circumstances, or those of the others mentioned above, so that we can keep the Personal Data up to date.

In jurisdictions where your consent is required at the point of collection before any sharing of your information can take place, you will be notified at the collection point that your information will be shared, and submission of your contact information will be confirmation of your consent to opt-in for the transfer of your contact information to the referenced third party. 

Different countries and states may require specific privacy policies to be provided, and so, will only apply to you provided you live in such a jurisdiction. Beginning on January 1, 2005, California Civil Code Section 1798.83 permits California residents to request certain information regarding FINCAD’s disclosure of personal information to third parties for their direct marketing purposes. To request such information, please contact us through the “Contact ” page. 

Retention of Personal Data

We are obliged to retain certain information to ensure accuracy, to help maintain quality of service, for legal and regulatory purposes, and for legitimate business purposes.

Information will be retained for no longer than is necessary for the purpose for which it was obtained by us or as required or permitted for legal and regulatory purposes, and for legitimate business purposes.

Your Rights in Relation to Personal Data

You may at any time request a copy of your Personal Data from us. This right can be exercised by writing to us at the address specified below.

You also have the right to correct any inaccuracies in, and in certain circumstances, to request erasure, or restriction on the use, of your Personal Data, and to object to certain uses of your Personal Data, in each case subject to the restrictions set out in applicable data protection laws. Further information on these rights, and the circumstances in which they may arise in connection with our processing of Personal Data, can be obtained by writing to us at the address specified below.

In any case where we are relying on your consent to process your Personal Data, you have the right to change your mind and withdraw consent by writing to the address specified below.

However, should you decide to avail yourself of this option it may become untenable for FINCAD to support you or the deployment of our software at your location under the applicable contract with you. If you wish to rescind any or all of the Personal Data we hold for you please let us know by return email. Please be aware that FINCAD does not share or sell your information to any third party and will not do so without your express consent.

Where we are relying on a legitimate purpose of FINCAD or a third party recipient of the Personal Data, in order to use and disclose Personal Data, you are entitled to object to such use or disclosure of your Personal Data, and if you do so, we will cease to use and process the Personal Data for that purpose unless we can show there are compelling legitimate reasons for us to continue or we need to use the Personal Data for the purposes of legal claims.

You also have the right to lodge a complaint about the processing of your Personal Data by us with your local data protection supervisory authority.

Your Data will be Kept Confidential

Any Personal Data held by FINCAD shall be kept confidential. FINCAD staff are trained to do the same. FINCAD has implemented appropriate technical and organizational measures to ensure a level of security of the Personal Data appropriate to the risk required pursuant to applicable data protection laws and, where the processing concerns personal data of EU residents, shall take all measures required pursuant to article 32 of the GDPR.

Last updated October 2, 2023