Terms of access

Access to and use of the web-based account inquiry service ("AccountAccess") for Mackenzie Investments constitutes your acceptance of and compliance with the Conditions of Use set out herein. Please take the time to review these conditions. If you do not accept them, please discontinue use of AccountAccess. Mackenzie Investments may change the Conditions of Use at any time without notice by updating this posting. You agree to review the Conditions of Use regularly and your continued access or use of AccountAccess will mean that you agree to any changes.

Web-based account inquiry services

Mackenzie Investments provides AccountAccess to give you online access to your  account balances, investment holdings, transactions and tax information. It also gives you "view-only" access to your account statements previously mailed to you.

Disclaimer

AccountAccess is presented on an "as is" basis only; device software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be accessed and displayed on your device.

Mackenzie Investments does not warrant that AccountAccess will be free from error or interruption. Mackenzie Investments is not responsible for any damage of any nature, whether direct, indirect, special, incidental or consequential, in reliance on the information available on AccountAccess, including, without limitation, any loss of use, loss of profit, loss of data, business interruption or any other loss or damage, whatever the form of action, and whether or not Mackenzie Investments has been negligent.

This service is not intended to provide legal, accounting or tax advice and should not be relied upon in that regard.

Mackenzie Investments is not responsible for unauthorized use or reproduction of any information contained in AccountAccess.

Links in AccountAccess to other websites or references to products, services or publications other than those of Mackenzie Investments or their affiliates should not be construed as an endorsement or approval of such websites, products, services or publications by Mackenzie Investments or their affiliates.

"Mackenzie Investments" or "Mackenzie Group of Companies" includes Mackenzie Financial Corporation. Mackenzie Investments is affiliated with Investors Group Inc.

Security

User IDs and passwords

You are solely responsible for maintaining the security and confidentiality of your user ID and password. Mackenzie Investments shall treat, and shall be entitled to treat, any person who uses your user ID and password as you. You agree to not disclose or provide your user ID or password to any other person with the exception of an authorized representative of the Mackenzie Investments Client Relations Team who may ask for your user ID in order to resolve an issue. Mackenzie Investments will never reach out to you for this information, we will only request this information if you initiate contact with an authorized representative of the Mackenzie Investments Client Relations Team, or to permit any other person to gain access to this Website utilizing your user ID or password.

User IDs and passwords are created by you during the registration process. You should ensure that your password does not contain or refer to any word that may easily identify you (including name, address, telephone number, birth date of you or a family member). We may refuse user IDs or passwords which we find unacceptable or objectionable for any reason.

You agree to notify Mackenzie Investments immediately if your user ID or password has been disclosed to or learned by another person, or if you become aware of any known or suspected security breach including the use of your user ID or password by another person to gain access to this website.

Two-step verification

Mackenzie Investments uses two-step verification as an additional layer of security. Two-step verification requires you to enter both your password and a different code each time you sign in to AccountAccess. The code will be sent by SMS text message to your mobile phone. Mackenzie Investments engages a third party to deliver the SMS text messages. The information gathered during the SMS opt in will not be shared with any other third parties.

Message and data rates may apply. Never share the code with anyone. Mackenzie Investments will never ask you for this code by telephone, text or email

Privacy protection and consent to use personal information

Mackenzie Investments is committed to protecting the privacy and security of all personal information that we collect, use and maintain in the course of carrying on our business in accordance with our privacy practices. We have a Privacy Notice to inform you of the ways we collect, hold, use and disclose personal information. For more information, please see Mackenzie Investments' Privacy Notice. When you register to use AccountAccess, you provide us with additional personal information and your access to and use of AccountAccess constitutes your consent to such information being collected, held, used and disclosed by Mackenzie Investments in the ways and for the purpose identified here. When you register to use AccountAccess, you provide us with your:

• email address and password;
• personal information which you choose to provide, for example, the name of the city where your mother was born("Personal Registration Information").

Mackenzie Investments collects this information, holds it in your client record, uses it and, where necessary, discloses it for the following purposes:

• To verify your identity AccountAccess;
• To restore your access to AccountAccess website in the event that you have forgotten your user ID or password; and
• To investigate violations of the Terms of use, fraudulent or illegal acts, similar matters and/or abuses of this Website.

Questions regarding this statement should be directed to service@mackenzieinvestments.com.

Cookies

When you sign into the website, it installs temporary cookies on your computer while you are logged onto the website. Please visit www.mackenzieinvestments.com if you require additional information about our website cookie policy. By registering to use this website, and/or by making any use of this website and/or any of the pages or information made available on this website you expressly acknowledge and agree that we use cookies, including for purposes such as:

• collecting and compile information like the number of visitors to our websites, where the visitors to our websites came from and the pages they visit on our websites;
• delivering advertisements that are relevant to you and your interests and measuring the effectiveness of our advertising campaigns in order to provide you with personalized service; and
• collecting your internet protocol address or other similar device identifier on the date you visit our websites (without collecting your name or other similar identifying information) so as to allow the website to recognize your computer or other similar device.

Mackenzie Investments is not aware of, nor responsible for, the cookie practices of any third-party websites.

Limitation of Liability

You assume full responsibility for risk of loss of any nature whatsoever resulting from your use AccountAccess. Mackenzie and its affiliates, and their respective directors, officers, employees and agents shall not be liable for any loss, damage or injury related to, or connected with AccountAccess suffered by the user whether direct, indirect, special or consequential, including without limitation, any claims, whether or not foreseeable, based in contract (including fundamental breach), tort (including negligence), strict liability or any other legal or equitable theory.

Indemnity by User

The user shall indemnify and save harmless Mackenzie and its affiliates, and their respective directors, officers, employees and agents from all claims, demands, proceedings, losses, damages, liabilities, deficiencies, costs and expenses (including, without limitation, all legal and other professional fees and disbursements, interest, penalties and amounts paid in settlement) arising directly or indirectly as a consequence of such matter, suffered or incurred by such parties as a result of, arising directly or indirectly out of, or in connection with:

• the content, use or reliance of any party upon AccountAccess
• the unauthorized use or disclosure of any User IDs or passwords for use in relation to AccountAccess
• the unauthorized use or disclosure of any confidential information by you, your dealer firm and its employees, contractors or agents
• any breach of this agreement by you, your dealer firm and its employees, contractors or agents
• any inaccuracy of any representation, warranty or covenant made by you, your dealer firm and its employees, contractors or agents contained in this document
• the infringement of any intellectual property or other proprietary right of any third party caused by any information, documentation or other material provided by you, your dealer firm and its employees, contractors or agents to Mackenzie in connection with AccountAccess
• the operations of your dealer firm and its affiliates

Last updated: November 4, 2024