Policy packs · Investment Fund / Fund Manager
Investment fund & fund managers policy pack
Ready-made privacy, acceptable-use, AI, and client-consent documents written for investment fund & fund managers, in Canadian and US variants with the correct laws and regulators built in. Lavawall® generates them from the security and IT data you already collect, so the wording matches the safeguarding duty owed to fund investors.
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Privacy · acceptable use · AI · client consent · Canadian & US variants
Written around what investment fund & fund managers actually handle
Investment fund & fund managers handle investor records, subscriptions, and fund data. Instead of a generic template, each document in the pack is written around that data and the safeguarding duty owed to fund investors, in plain language, and generated from the security and IT data you already collect.
The laws and regulators built in
Every pack ships in Canadian and US variants with the right rules referenced for each, so you are not editing a template to guess what applies.
Canadian variant
- CSA Staff Notice 33-322 (NI 31-103 s.11.1)
- PIPEDA and provincial privacy law
US variant
- SEC requirements for fund managers
- State privacy and breach laws
In every investment fund & fund managers pack
Privacy policy
How personal information is collected, used, protected, and disclosed, tailored to your data.
Acceptable-use policy
Clear rules for staff on systems, devices, and data, for the way you actually work.
AI-use policy
Guardrails to adopt AI tools without exposing sensitive or confidential data.
Client-consent documents
Consent language that fits your relationship and jurisdiction.
Because the pack is generated from your live security and IT data, it stays accurate as your posture changes, instead of a stale template you have to defend.
Generate your investment fund & fund managers pack
The GRC Wizard takes your industry and compliance requirements into account, then builds the right documents from the data you already collect.
Frequently asked questions
How are these documents generated?
Lavawall builds them from the security and IT data you already collect, so the wording matches what your organization actually does rather than a generic template, and it stays current as your posture changes.
Do the documents cover Canadian and US law?
Yes. Every pack comes in Canadian and US variants with the right privacy laws and regulators referenced for each jurisdiction.
Is this aimed at the fund or the manager?
At the manager's handling of investor personal and financial data. The Canadian variant references CSA Staff Notice 33-322 and the NI 31-103 safeguarding obligation.
Can we show this to institutional investors?
Yes. The documents are written to speak the language an institutional investor's due-diligence questionnaire expects on privacy, acceptable use, and AI.