Privacy

This website

The fund pages display a notice describing who the funds are for. When a visitor acknowledges it, the acknowledgement is stored in the browser’s local storage so the notice is not shown again. It contains no identifier, is not transmitted, and is removed by clearing site data.

This site uses no advertising and no cross-site tracking, sets no cookies, and has no forms. Aggregate, non-identifying traffic measurement may be used.

Personal information

Calterra collects identity and know-your-client information, financial and investment information, and tax and regulatory information from investors. It is collected from the investor and, where applicable, from the investor’s adviser, financial institutions, and government or regulatory bodies.

It is used to open and administer the account, verify identity, meet legal and regulatory obligations, and report to the investor and to regulators. It is retained for as long as those obligations require.

Personal information is collected with the investor’s knowledge and consent, except where collection, use or disclosure without consent is permitted or required by law. Consent may be withdrawn on reasonable notice, subject to legal and contractual restrictions.

Disclosure

Personal information is disclosed to the funds’ service providers where required for them to perform their functions: the administrator and transfer agent, the prime broker and custodian, the auditor, and legal counsel. Calterra requires confidentiality and information-security protections in its agreements with these providers. It is disclosed to regulators as required by law.

Calterra does not sell personal information and does not disclose it to unrelated third parties without consent.

Service providers outside Canada

Calterra uses service providers located outside Canada. Delivery of this website uses a content delivery network operating in the United States and other countries.

Information about Calterra’s policies and practices in respect of service providers outside Canada, including the countries involved and the purposes for which each provider is authorized, is available from the Privacy Officer.

Safeguards

Personal information is protected by physical, technical and procedural safeguards appropriate to its sensitivity. Access is limited to those who require it to perform their duties.

Access and correction

An investor may request the personal information Calterra holds about them, an account of its use, and the parties to whom it has been disclosed, and may request correction of inaccurate information. Requests are directed to the Privacy Officer.

Accountability

Calterra’s Privacy Officer is responsible for this policy and for inquiries and complaints regarding the handling of personal information.

Privacy Officer
Calterra Investment Management Corporation
Suite 715, 999 8th Street SW
Calgary, Alberta  T2R 1J5
compliance@calterraim.com

If a concern is not resolved to the investor’s satisfaction, it may be raised with the Office of the Privacy Commissioner of Canada, or with the Information and Privacy Commissioner of Alberta or of British Columbia.

Applicable legislation

Calterra handles personal information under the Personal Information Protection and Electronic Documents Act (Canada) and, for investors resident in those provinces, the Personal Information Protection Act of Alberta and of British Columbia.

Last updated 9 August 2026