Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus before investing. Mutual Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit issuer. In the case of the Burgundy Money Market Fund and Burgundy U.S. Money Market Fund, there can be no assurances that these funds will be able to maintain their net asset value per security at a constant amount or that the full amount of your investment in these funds will be returned to you. Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated.

This site should not be considered an offer to sell or a solicitation to buy securities of mutual funds to any person residing in the United States of America or in any other jurisdiction in which such an offer or solicitation is unlawful. Securities of the mutual funds managed by Burgundy Asset Management Ltd. (“Burgundy”) will not be sold to any person residing outside Canada unless such sales are permitted under the law of their jurisdiction.

All of our forms are designed to obtain only information needed for contractual, regulatory and income tax reporting requirements. In addition we use the personal information you provide to us to thoroughly understand your investment goals and objectives. This helps us to determine the appropriate investments for you. For example, our Client Profile form requests:

• Name
• Contact information
• Birth date
• Social Insurance Number (SIN)
• Asset holdings and values
• Investment knowledge and objectives
• Dependent and beneficiary names and contact information

For registered retirement accounts, we ask only for information to register the accounts with the government. To help us keep our records accurate and complete, we ask Clients to notify us of any personal information changes or corrections.

We keep Client information in a computer system, which can only be accessed by authorized employees using secure passwords. We have installed anti-hacking hardware to prevent unauthorized access to the computer system. For disaster recovery purposes, we maintain a duplicate computer system in an offsite location. This system has the same privacy and security measures as are in our main offices. We may also keep paper copies of Client information in filing cabinets in our office. When we need to store information offsite, the storage firm is under contract to adhere to our privacy and security measures.

We may use service providers to perform specialized services on our behalf including but not limited to, issuing cheques, preparing your income tax slips, processing transactions or other data processing. Our service providers may at times be responsible for handling personal information however, they are provided only the information necessary to perform the required services. In addition, we require them to protect the information in a manner that is consistent with our privacy policies and security practices.

All Burgundy and Beaujolais personnel are trained to keep Client information private and confidential. We require all of our staff to sign our Code of Conduct, which contractually obliges them to respect and protect Client information even if they are no longer in our employment. We prohibit disclosure of any Client’s personal information to a third-party without the Client’s explicit consent. We shred paper documents containing Client information before discarding such documents. When electronically stored personal information is no longer required for contractual or regulatory purposes, we delete the information from our computer systems.

If you use the internet to communicate with us or you access our website, certain information about your computer may automatically be generated, collected and logged by Web servers. This information may include the Internet Protocol (IP) Address assigned to your computer by your Internet Service Provider (ISP), the type of browser you are using, the general location of your computer, and Web pages visited. We may use this information to monitor Web site usage, resolve technical issues, improve functionality and evaluate Web site popularity.

Our Privacy Officer is responsible for monitoring the fulfillment of our privacy commitments and for training our employees in privacy policy matters. Clients wishing to review their personal information in our possession or requiring further information, should send a written request to

We are required to provide certain contact information of non-prospectus fund investors to the Ontario Securities Commission ("OSC") under the authority granted in securities legislation. This information is collected only for the purposes of administration and enforcement of the securities legislation. If you are an investor in a Burgundy non-prospectus fund and you object to Burgundy’s filing of your information, you may contact our Privacy Officer. If you have any questions about the collection and use of this information, you may contact the OSC at the following address:

Ontario Securities Commission
Suite 1903, Box 55, 20 Queen Street West
Toronto, ON M5H 3S8
Public official contact regarding indirect collection
of information:
Administrative Assistant to the Director of
Corporate Finance
Telephone: (416) 593-8086