Forum Asset Management Privacy Policy
Last updated: January 15, 2026
Forum Asset Management Inc. (“Forum”, “we”, “our”) acknowledges the importance and necessity of safeguarding personal information (“personal information”) belonging to our clients. The purpose of this privacy policy (the “Policy”) is to explain how and for what purposes we collect, use, share or otherwise process your personal information and how we safeguard the confidentiality of your personal information, whenever you interact with us. This includes if (i) you visit our website (accessible through the following domains < https://forumam.com, https://www.forumreiif.ca/ , https://forummssf.ca/>), (ii) you are a client, an investor or other any other individuals that use, or that we market our services to, or (iii) you participate in our events.
In some cases, at the time of collection of your personal information, we may provide you with additional information regarding the processing of your personal information. We may also, in certain circumstances, obtain your specific consent to the use or sharing of your personal information, including where required by law.
Definition of “Personal Information”
In this Policy, the terms “personal information” refers to any information (in any format) that relates to an individual and that directly or indirectly identifies the individual.
Types of Personal Information We Collect
We limit the collection of personal information to what is necessary to fulfill the purposes identified in this Policy. We may collect the following personal information about you depending on your interactions with us (for instance, if you are a client or a website visitor):
• Identifiers, such as your full name, email address, mailing address, telephone number and other information you provide to us when you contact us.
• Housing information, such as tenant information, housing units and preferences.
• Credit and background checks. If required, we may perform a credit and background check with your consent
• Browsing activities when you visit our websites and interact with our chatbots and AI agents. This information is collected via automated means, such as cookies, web beacons and similar technologies, and may include your IP address, device ID, browser type, data about the web pages you visited on our websites, your language preferences, email bounce backs and click-throughs. To learn more about how we collect and use this type of information, see “How We Collect Your Personal Information” below.
• Any other information you provide to us, such as when you contact us by email, on the phone or in-person.
How Do We Use Personal Information
We may use your personal information for the following purposes, or otherwise with your consent or as permitted or required by law:
• To provide our services, for example, to determine a client’s identity, establish a client’s eligibility for a product or service,
• To ensure and improve our operations and the performance of our website, for example, by analyzing your use of them and ensuring their proper functioning.
• To manage our business activities, for example, to improve our business strategies or to detect and to protect all parties against errors, fraud or other illegal activities (e.g., money laundering) and to ensure the security of our IT systems.
• To communicate with you for business purposes, for example, sending annual financial statements of the funds managed by Forum, as well as for marketing purposes, for example, to inform you about our products or to respond to requests you submit.
• To develop and utilize artificial intelligence (AI) agents, to support tenant or prospective tenant requests related to leasing inquiries and other matters as well as to support investor relations activities;
• To comply with legal requirements, for example, with anti-terrorism legislation; and
• For other purposes permitted or required by law. We will not use personal information for any other purpose without your consent, unless we are legally permitted or required to do so by law, for example, to comply with a legal obligation or to protect the rights, including property rights and interests of Forum.
Forum commits to using personal information solely for the purposes identified at the time of its collection.
How We Collect Your Personal Information
We collect personal information in a variety of ways, including directly from you, from third parties and through our website.
a. Directly From You
We may collect personal information directly from you, such as when you become our client, an investor, tenant, contact us via email, on our website or chatbots, with an inquiry or to report a problem with our website, property or other products and services.
b. From Third Parties
In certain circumstances, we may receive personal information from third parties, affiliates and service providers, including when you provided your consent for credentials verification and background checks.
c. Through our website, chatbots and other AI agents
Forum collects technical information (e.g., your IP address, browser type and device ID) and information about your device and browser (e.g., page views and clickstream data) when you visit our website or other AI agents, using technologies, such as cookies. Some of these technologies may be operated by third parties. This information supports the functioning of our website, chatbots and AI agents and helps us understand how you navigate and use our website, chatbots and AI agents. This information helps enhance our website, chatbot and AI agents’ design, functionality, and optimizing our marketing efforts. For more information, please consult, “Cookies and Similar Technologies Section below”.
How We Share Personal Information
Forum may be required to share personal information with certain third parties and our business partners (e.g., lenders, banking partners, insurers, legal counsel, fund administrators, client relationship manager systems, advisors, property managers, and other agents), with whom we work with or uses our product and services, to the extent permitted by applicable law. We may also share personal information with third parties who provide services to or on behalf of Forum for the purposes set out in this Policy (e.g., unitholder registration, administrative services, technological services, client statement preparation and mailing as well as leasing and property management services). These service providers help us operate and manage our websites, chatbots, AI agents, information systems, infrastructure and marketing. They provide services to us, such as background checks, email communications, mail delivery, data hosting and analytics services (e.g. analyzing usage of our website and chatbots).
Forum has agreements with these third-party service providers to ensure that the transferred personal information is used only for the purposes for which the service provider is retained, and that personal information is properly handled and protected to the same degree as it is when in our possession. Our service providers may be located around the world, as further detailed in the “Cross-border transfers of personal information” section.
We may decide to sell or transfer all or part of our business to a third party, merge with another entity, secure our assets or proceed with any other financing or other strategic capital transactions (including insolvency or bankruptcy proceedings), restructuring, share sale or other change in corporate control. We may share your personal information when required for the purposes of such a transaction in compliance with applicable laws.
We may share your personal information when permitted or required by applicable law, (e.g., for tax reporting purposes to the government) for instance:
• With governmental authorities, law enforcement and courts when responding to a search warrant, court order or other legally valid request when compelled by law; and
• For the purposes of detecting or suppressing fraud or criminal activity, protecting our assets and interests, conducting an internal or external investigation into any actual or suspected illegal activity or managing, defending or settling any actual or potential loss in connection with the foregoing.
We may also share your personal information with your consent or in accordance with applicable law
Retention of Your Personal Information
Forum will only retain personal information for as long as it is needed in order to satisfy the stated purposes at the time of collection. When the information is no longer required, we will take the necessary measures to destroy, dispose of, or erase the information, subject to any other legal or regulatory requirements. If a client decides to terminate their relationship with Forum, we will continue to adhere to the privacy policies and practices outlined in this Policy.
Cookies and Similar Technologies
We currently use the following types of cookies on our website:
• Strictly necessary cookies: these cookies are essential to allow you to fully use our website and its full features. These cookies do not gather information about you that could be used for marketing. These cookies cannot be turned off as they are essential for enabling the basic functionalities of the website such as session, security, load balancing, cookie consent preference.
• Analytics cookies: these cookies are used to understand how visitors interact with the websites. These cookies help provide information on metrics such as the pages visited, time on site, approximate location, bounce rate, traffic source, etc.
• Advertising cookies: These cookies are used to deliver advertising that is relevant to users and to measure and analyze the effectiveness of our advertising campaigns. They may track users’ interactions with our website and other websites to support these purposes.
Your Privacy Choices
Forum will not disclose any personal information, except as required by law, without first asking for a clients’ informed consent. In most cases, consent is obtained via the subscription agreement process for client investments in funds managed by Forum. If information is required for any use not described at the time of collection, Forum will take the necessary steps to seek additional consent. Consent may be expressed in writing, orally or may be implied directly by the client or the client’s authorized representative.
In addition, you have choices about the way Forum handles your personal information.
a. Changing Your Cookie Preferences
When you first visited our website, you are presented with a pop-up banner that allows you to make choices regarding your cookies preferences. By default, only necessary cookies are activated on our website. You can choose to enable or disable some or all of these cookies but disabling some of them may affect your browsing experience.
b. Restricting Collection, Use and Disclosure of Your Personal Information
Consent to collect, use and disclose personal information may be withdrawn at any time in accordance with this Policy and upon reasonable notice to Forum in writing, subject to legal or contractual restrictions. To withdraw your consent, please contact Forum’s Chief Privacy Officer in writing using the relevant contact information listed in the “Questions and Concerns” section below.
Note however that legal or other requirements may prevent clients from withholding consent and a decision to withhold personal information may limit the services or products that Forum can provide to you and affect our ability to answer your inquiry In certain situations, we may be entitled to retain your personal information in order to comply with applicable legal requirements, to establish, exercise or defend our rights or legal claims, and for other legitimate business purposes described under the “How we use your personal information” section above.
Cross-Borders Transfer of Personal Information
Some of our service providers may access, process or store your personal information outside of the country where we are located and where you reside, including, without limitation in Canada, the United Kingdom, Philippines, India and the United States. As a result, when your personal information is used or stored in a jurisdiction other than where you are residing, it may be subject to the law of this foreign jurisdiction, including any law permitting or requiring disclosure of the information to the government, government agencies, courts and law enforcement in that jurisdiction.
Individual Rights
a. Right to rectification
Forum strives to ensure that client information is always accurate. Clients are requested to monitor any information provided to them for errors and advise the Forum Chief Privacy Officer for prompt correction.
You have the right to ask us to rectify personal information that you consider inaccurate or equivocal, and to complete information that you consider incomplete. You may also have the right to request rectification of your personal information if the collection, disclosure or retention of such information is not permitted by law.
b. Right of Access
You have the right to ask us if we use or retain your personal information. You may also request copies of your personal information. When requested, and supported by appropriate identity information, Forum will provide clients with their personal information maintained in its files. Under certain circumstances, Forum may not be able to provide clients with access to specific pieces of information.
Protection or Safeguard Measures
Forum maintains appropriate policies and practices aimed at safeguarding your personal information. Depending on the volume and sensitivity of the information, the purposes for which it is used and the format in which it is stored, we implement a combination of measures to protect your personal information.
Forum has established policies, procedures, guidelines and security measures in order to ensure that personal information is protected against loss, unauthorized access and use, theft or improper disclosure. Internal policies and procedures that define the roles and responsibilities of our employees throughout the information life cycle and limits their access to such information on a “need-to-know” basis have also been established. Security measures include controlled access to Forum’s office and records within the office, password requirements to access Forum’s networks and systems, restricted access to information stored in Forum systems as well as technical measures such as such as encryption, firewalls, passwords, antivirus software and similar measures. All Forum staff are subject to privacy procedures when dealing with personal information and are responsible for ensuring the confidentiality of any information that is accessed. We have also a designated Privacy Officer to monitor Forum’s compliance with applicable privacy laws.
Changes to the Policy
We may make changes to this Policy from time to time at our sole discretion. Any changes we make will be effective when we post the revised policy on our website. If we make any significant changes to the Policy, we will post a notice on our website or contact you to inform you when required by law. By continuing to interact with us after the modified version of the Policy has been posted, you are accepting the changes to the Policy, subject to any additional requirements that may apply. It is your responsibility to ensure that you read, understand and accept the latest version of the Policy. The “Effective Date” at the top of this Policy indicates when it was last updated.
Questions and Concerns
Questions about this Policy or concerns about potential misuse of personal information should be addressed to Forum’s Chief Privacy Officer at the addresses below and will be dealt with in a timely fashion.
Forum Chief Privacy Officer
Tel: 437-518-5994
Email: legal@forumam.com
Mail: Forum Asset Management Inc. 181 Bay Street, EP 210 Toronto, Ontario M5J 2T3