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 share personal information with third parties, including service providers and certain business partners, where necessary to carry out the purposes described in this Policy or as otherwise permitted or required by applicable law.
These third parties include, for example, lenders, banking partners, insurers, legal counsel, fund administrators, data processors, client relationship management system providers, advisors, property managers, and other agents who support our operations.
We may also share personal information with third-party service providers who process such information on our behalf for purposes including unitholder registration, investor administration, regulatory filings, technological and infrastructure services, client communications, leasing and property management services, and other business operations.
These service providers may also support our websites, chatbots, and information systems, including hosting, analytics and communication services.
We do not authorize our service providers to disclose personal information for their own purposes. Where we use tools or services involving automation, analytics or artificial intelligence, such processing is conducted solely for our internal business purposes and subject to appropriate contractual and technical safeguards.
Forum has agreements in place with these third-party service providers to ensure that personal information is used only for the purposes for which the service provider is retained, and that it is protected using reasonable safeguards.
Our service providers may be located in jurisdictions outside of Québec or Canada, as described 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.
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, including fund administrators, regulatory filing service providers, and cloud or technology providers, may access, process or store your personal information outside of the province of Québec or the country where you reside, including, without limitation, in Canada, the United Kingdom, the Philippines, India and the United States. These service providers process personal information on our behalf for purposes described in this Policy, including investor administration, regulatory filings, tax reporting and related business operations.
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 laws of that jurisdiction, including laws that permit or require disclosure of the information to government authorities, courts or law enforcement. If required by applicable law, prior to transferring personal information outside of Québec, we conduct an assessment of the privacy protections applicable to the information and the legal framework of the receiving jurisdiction, and we implement appropriate safeguards to ensure that the information is afforded a level of protection comparable to that required under applicable privacy laws.
We take reasonable steps to ensure that personal information transferred to third-party service providers is protected by contractual obligations requiring confidentiality, limiting use to the purposes for which the information was disclosed, and requiring the implementation of reasonable security measures.
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