Confidentiality and terms of use

Disclosure of information and relationship

Evovest provides you with a document disclosing various elements of information about the relationship. It contains the descriptive elements of the firm, an introduction to our investment process, various elements of customer experience, our service offering, information related to our service providers and possible conflicts of interest. You can request the document by email.

Adoption of the CFA code of ethics

All Evovest employees adhere to the CFA Institute code of conduct.

General conditions of use

The use of information disseminated by Evovest on this site is subject to certain conditions (the "General Conditions of Use"). By accessing this site, you agree to be bound by these "General Conditions of Use" and to comply with all applicable laws and regulations. If you do not agree to any of these terms and conditions, you are not authorized to use or access this site. You are invited to periodically visit this page. Evovest may change these terms and conditions at any time without notice, and by using this website you agree to be bound by the current version.

Mention of the relationship with Majestic Asset Management

Evovest has been appointed investment advisor to the Evovest Global Equity Fund. Majestic Asset Management acts as the fund manager and is responsible for their day-to-day operations, while Evovest is responsible for managing the investment portfolio of this fund. Units of the Fund are available under exemptions from prospectus requirements in accordance with National Instrument 45-106 Prospectus and Registration Exemptions and are, therefore, available only to accredited investors.

Intent to use the site

This website is for informational purposes and should not be construed as a solicitation of investment in Evovest products. It is important to note that past performance should not be taken as an indicator of future performance. Evovest products are not offered to the United States or to United States persons through this website and may only be offered to the United States or to United States persons in accordance with applicable United States laws. If users do not agree with the terms hereof, they must immediately leave the site and refrain from accessing the pages, links or content of the site.

Restricted use of site information

The materials contained in this website are protected by copyright and applicable trademark. Evovest grants you a limited license to access and use this site for personal purposes only. You can print copies of the site information and you can store the site information on your own computer, but this is a license, not a transfer of title and, under this license, you may not: modify the site, or any part of it, for any reason; provide access to the site or access the site by hyperlink, whether it is from its home page or an interior page; use the information for commercial purposes, or for any public display (commercial or non-commercial); attempting to decompile or reverse engineer any software contained on the Site; Remove copyright or other proprietary marks from the information; or transfer the documents to another person or “mirror” the information on any other server. Any unauthorized use terminates the authorization or limited license granted by Evovest. Evovest reserves all other rights.


Although Evovest make every effort to ensure that all information on this site is correct, accuracy cannot be guaranteed and Evovest makes no representations or warranties as to the accuracy, reliability or completeness of any information on this site. All information and materials contained in this document are provided to you "as is" without warranty, express or implied, including, without limitation of implied warranty of merchantability, fitness for a particular purpose, title and non-infringement to the extent permitted by law. Evovest has not reviewed all of the sites linked to this site and is not responsible for the content of any linked site. The inclusion of any link does not imply endorsement by Evovest of the site. Use of a link to a website is at your own risk. Evovest assumes no responsibility and does not guarantee in any way that the functions contained on this site will be uninterrupted or error-free, that defects will be corrected or that the site or the server which makes it available will be free of viruses or other components.

Limits of liability

By browsing this site, you acknowledge and agree that your use is at your own risk and that none of the parties involved in the creation, production or delivery of the site is responsible for direct, incidental, consequential, indirect damage or punitive or any other losses, costs or expenses of any kind (including legal fees, expert fees or other disbursements) that may arise directly or indirectly through access to the site, use or navigation on the site, or by downloading any text or images from the site.

Website Analytics

We may also partner with selected third-party vendors, such as Google Analytics, to allow tracking technologies and remarketing services on the site through the use of first-party cookies and third-party cookies, to among other things, analyze and track users’ use of the site, determine popularity of certain content and better understand online activity. By accessing the site, you consent to the collection and use of information by these third-party vendors. You are encouraged to review their privacy policy and contact them directly for responses to your questions. We do not transfer personal information to their third-party vendors. However, if you don not want any information to be collected and used by tracking technologies, you can visit the third-party vendor or the Network Advertising Initiative Opt-out Tool or Digital Advertising Alliance Opt-Out Tool.

Protection of your privacy

Evovest is committed to protecting your privacy and the confidentiality of your personal information. Evovest limits access to your personal information to authorized Evovest employees and, as described above, in the Privacy Policy. Our service providers are held to strict standards of confidentiality. Finally, Evovest maintains physical, electronic and procedural safeguards in accordance with applicable federal standards to protect the client's non-public personal information. Evovest aims to conduct technology watch in order to ensure that the backup technologies in place maintain a high level of security and confidentiality for the customer's personal information.

Privacy Officer Contact information: