Introduction
Yes Investment Holding Inc. is a private investment holding office. This Privacy Policy explains how the firm collects, uses, stores, shares and protects personal information in the course of operating its website and its investment holding activities. The developer and operator named in this policy is Yes Invest, working through Yes Investment Holding Inc., and the firm is responsible for the personal information described here.
The registered and operating address of the firm is 803-5075 Yonge St, North York - M2N 6C6, Canada (CA). The firm can be reached about privacy matters by email at invest@yesinvest.lol or by telephone at +16096067584. This policy applies to information gathered through the website at yesinvest.lol and through direct dealings with the firm, including enquiries, onboarding, reporting and advisory relationships.
Privacy is a matter of respect at this office. The firm holds capital for long periods and it holds personal information with the same patience and care. It does not sell information, does not rent information and does not trade information for marketing advantage. The sections below describe in plain terms what happens to the information a person shares with the firm.
Scope of This Policy
This policy covers personal information that the firm processes as a data controller. It applies to the website, to email correspondence, to telephone conversations, to written mandates and to periodic reporting. It does not apply to the internal policies of independent third parties or to websites the firm does not control.
Where the firm acts on behalf of a partner entity under a written mandate, it may process information as a service provider rather than as a controller. In those situations the partner entity is responsible for the underlying relationship and the firm follows the instructions set out in the mandate.
Information We Collect
The firm collects several categories of personal information, always with a practical purpose in mind. The categories are described below.
Identity and contact information
This includes a name, postal address, email address, telephone number and the organisation a person represents. It is collected so the firm can reply to enquiries, prepare mandates and maintain correspondence.
Financial and holding information
Where a person becomes a partner or counterparty, the firm may collect information about holdings, accounts, income, tax residency and the structure of the investing entity. This information is required to manage assets, satisfy reporting duties and meet legal obligations.
Website and technical information
When a visitor loads the website, the hosting infrastructure may record technical details such as the browser type, the referring page, the approximate region and the time of the visit. This information is used to keep the site reliable and secure.
Communications content
The firm retains the content of enquiries, meeting notes, instructions and correspondence. These records allow the firm to carry out instructions accurately and to demonstrate that it acted on the information it received.
How We Collect Information
Information arrives through several ordinary routes. A visitor may complete the contact form on the website, which prepares an email addressed to invest@yesinvest.lol. A prospective partner may telephone the office at +16096067584. A partner may send instructions by email or provide documents during onboarding.
Some technical information is collected automatically by the web server and by any analytics tool the firm may use. The firm does not deploy hidden tracking scripts and does not attempt to identify anonymous visitors through covert means.
The firm may also receive information from professional advisers, such as lawyers, accountants or custodians, where that information is necessary to complete a mandate or to satisfy a legal duty.
Why We Use Information
Personal information is used for specific and limited purposes. The firm uses it to respond to enquiries, to assess whether a mandate is a good fit, to prepare and administer agreements, to manage holdings, to produce quarterly reporting, to meet accounting and tax obligations and to protect the office against fraud or misuse.
Information is also used for internal record keeping, so that decisions made today can be explained to the people affected by them in future years. This long term record is central to the patient approach the firm applies to both capital and correspondence.
Our Legal Bases for Processing
Where applicable law requires a legal basis for processing, the firm relies on one or more of the following. Consent applies where a person has clearly agreed to a specific use. Contract applies where processing is needed to prepare or perform an agreement. Legal obligation applies where processing is required by tax, corporate or regulatory rules. Legitimate interests apply where processing supports the secure and efficient operation of the office without overriding the rights of the individual.
A person may withdraw consent at any time where consent is the only basis for a particular use. Withdrawal does not affect processing that already occurred, and it does not affect processing that relies on a different legal basis.
Service Providers and Processors
Service providers act under written terms that limit their use of information to the services they provide. They are expected to maintain confidentiality, to apply reasonable security measures and to return or delete information when the relationship ends.
The firm reviews the security posture of significant providers before engaging them and keeps a record of the categories of information each one handles. Where a provider processes information outside Canada, the firm takes reasonable steps to confirm that comparable protections apply.
How Long We Keep Information
Information is kept only as long as it serves a genuine purpose. Enquiries that do not lead to a relationship are generally retained for a reasonable period so the firm can follow up and keep a record of the conversation, then removed.
Information connected to an active mandate is retained for the life of the relationship and for a further period afterwards. That further period reflects tax, corporate and limitation rules that may require the firm to produce records years after a relationship ends.
When retention is no longer justified, information is securely deleted or anonymised. Where deletion is not immediately possible because information sits in a backup system, the firm isolates it and removes it when the backup cycle completes.
How We Protect Information
The firm applies administrative, technical and physical safeguards appropriate to the sensitivity of the information it holds. These include access controls that limit information to staff and advisers who need it, encrypted transmission for online communications, secure storage for documents and regular review of the systems that hold records.
Staff and advisers receive guidance on confidentiality and on the handling of personal information. Access is removed promptly when a person leaves a role. No system is entirely immune to risk, so the firm also maintains a response process described later in this policy.
Privacy for Children
The website and the services of the firm are intended for adults and for entities acting through adult representatives. The firm does not knowingly collect personal information from children. If the firm learns that information about a child has been received without appropriate consent, it will delete that information promptly.
A parent or guardian who believes that a child has provided information to the firm may contact invest@yesinvest.lol and the firm will act on the request without delay.
Your Privacy Rights
Depending on the law that applies, a person may have the right to be informed about how personal information is used, to access that information, to correct it, to request deletion, to restrict or object to certain processing, to receive a portable copy and to withdraw consent.
The firm honours these rights for everyone it deals with, not only where a statute compels it. Requests are handled without charge in ordinary circumstances, and the firm responds within the period required by applicable law. Where a request is unusually complex the firm will explain the delay and provide an expected completion date.
Access and Correction
A person may ask what personal information the firm holds about them and may ask for a copy. The firm will confirm what it holds, describe how it is used and identify the parties to whom it has been disclosed where that is required.
A person may also ask the firm to correct information that is inaccurate or incomplete. Where the firm agrees, it will make the correction and, where appropriate, notify parties who received the earlier version. Where the firm disagrees, it will record the disagreement so the file reflects both positions.
Deletion and Restriction
A person may ask the firm to delete personal information or to restrict its use. The firm will comply where no overriding legal or contractual duty requires retention. Where retention is required, the firm will explain the reason and will restrict processing to the purpose that requires it.
Because the firm holds records for long term accountability, some information connected to completed transactions may need to remain available. In those cases the firm keeps the minimum necessary and protects it as described in the security section of this policy.
International Transfers
The firm operates from Canada. Some service providers may store or process information in other countries. When information crosses a border, the firm takes reasonable steps to ensure it receives a comparable level of protection and remains subject to confidentiality duties.
A person who wishes to understand where information relating to them may be held may contact the firm and the firm will describe the arrangements that apply to that relationship.
Marketing and Communications
The firm does not run mass marketing campaigns and does not send promotional messages to people who have not asked to hear from it. Communications are transactional or informational, such as replies to enquiries, mandate updates and periodic reporting.
Where the firm sends an informational note that is not strictly transactional, it provides a simple way to opt out, and it honours that choice promptly. Contact details are never sold or bartered for marketing purposes.
Third Party Links
The website does not rely on external platforms for its core pages. Where a link leads to a third party resource, that resource operates under its own privacy practices and the firm is not responsible for them. Visitors are encouraged to review the privacy notice of any external site before providing information to it.
Financial Information Handling
Financial information receives additional care because of its sensitivity. Access is limited to personnel and advisers with a clear need, transfers are encrypted, and documents are stored in systems that support access logging and controlled sharing.
The firm does not request banking credentials by email and does not ask partners to transmit passwords through the contact form. Any request that appears to come from the firm but seeks credentials should be treated as suspicious and reported to +16096067584 immediately.
Incident Response
The firm maintains a response process for privacy incidents. Suspected incidents are investigated promptly, containment steps are taken, and the scope of any exposure is assessed. Where an incident creates a real risk of significant harm, the firm notifies affected individuals and the relevant authorities as required by law.
After an incident the firm reviews what happened and adjusts its safeguards so the same weakness is not left in place. Lessons learned are recorded alongside the long term ledger the firm keeps for its own accountability.
Changes to This Policy
This policy may be updated to reflect changes in practice, in technology or in law. The effective date at the top of the page shows when the current version took force. Where a change is significant, the firm will bring it to the attention of partners directly.
Continued use of the website after an update indicates acceptance of the revised policy. A person who does not accept a revision may contact the firm to discuss the relationship and the options available.
Governing Law and Jurisdiction
This policy is governed by the laws of the Province of Ontario and the federal laws of Canada that apply there. Questions about the interpretation of this policy are subject to the exclusive jurisdiction of the courts of Ontario.
How to Contact Us
Privacy questions, requests and complaints may be directed to the firm using the details below. The firm treats every privacy request seriously and responds in writing.
Privacy Contact
Yes Investment Holding Inc.
803-5075 Yonge St
North York - M2N 6C6
Canada (CA)
Email: invest@yesinvest.lol
Phone: +16096067584
Business hours: Monday to Thursday 09:00 to 17:30, Friday 09:00 to 16:00. Closed on weekends and statutory holidays.
A person who is not satisfied with the response of the firm may also contact the privacy regulator that has authority over the firm in the relevant jurisdiction.
Automated Decisions and Profiling
The firm does not use automated systems to make decisions that produce legal effects or similarly significant effects for the people it deals with. Enquiries are reviewed by a person, fit reviews are conducted by a person and every mandate decision is made by a person who can explain it.
Where the firm in future adopts a tool that assists an assessment, that tool will support a human decision rather than replace it. Any such tool will be documented, tested for fairness and described in this policy before it is used, and a person affected will always retain the right to ask for human review of the outcome.
Records, Audits and Accountability
The firm keeps records of the personal information it holds, the purposes for which it is used and the parties with whom it has been shared. Those records allow the firm to answer questions accurately and to demonstrate that it acts in line with this policy.
The firm reviews its privacy practices at least once a year. The review covers collection methods, retention periods, access controls, provider terms and any complaint received during the year. Findings are recorded with the same care the firm applies to its investment ledger, because accountability for information is treated as seriously as accountability for capital.
Complaints and Escalation
A person who believes the firm has mishandled personal information may file a complaint by email at invest@yesinvest.lol or by telephone at +16096067584. The firm acknowledges complaints promptly, investigates in good faith and reports the outcome in writing.
Where a complaint reveals a weakness in practice, the firm corrects the weakness rather than merely answering the complaint. A person who remains dissatisfied after the internal process may escalate the matter to the relevant supervisory authority for privacy in Canada, and the firm will provide the contact details on request.