Northern Alliance Trust respects the privacy rights of our visitors and users and is committed to protecting the data you may submit through Northern Alliance Trust, inclusive of our affiliates and websites.

In order for Northern Alliance Trust to respond to your specific request, answer your inquiry, provide you with support, provide you with support, provide information on our products and services, and/or register you as a login user, we ask you to provide us with your business contact information, including your email address. Unless you provide it to us voluntarily, we do not collect personal information about you in connection with providing products and/or services information or with your use of our website.

Information you provide to Northern Alliance Trust via an email message, fax or telephone call specific to your information request, inquiry, support, products and services information and/or registration as a login user, is deemed to be provided by you voluntarily with your consent. We will use the information you submit to answer your specific inquiry, request or for your registration.

Northern Alliance Trust receives resumes via post mail, email and website contact listings. A resume submitted to Northern Alliance Trust containing personal information is deemed to be provided by you voluntarily and with your consent. The resumes of individuals hired by Northern Alliance Trust are retained in our Human Resources Department for the duration of the employment relationship. Resumes of individuals not hired by Northern Alliance Trust are retained within the organization for not more than one year from receipt of the resume.

The nafinancial.ca website includes links to non-affiliated websites. Access to a non-affiliated website is at the user’s own risk and Northern Alliance Trust is not responsible for the accuracy or reliability of any information, data, opinions, advice or statements made on these sites. Northern Alliance Trust provides these links merely as a convenience and the inclusion of such links does not imply any endorsement.

Northern Alliance Trust may, in its sole discretion, update this policy at any time and from time to time, by posting the amended policy on this website. If you have any questions concerning the Northern Alliance Trust Privacy Statement, please contact our privacy officer via email with a subject line of ATTN Privacy Officer.

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Address: 1735 Dolphin Ave #101A, Kelowna, BC V1Y 8A6
Phone: +1.866.777.9567

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*Past Performance of Northern Alliance Trust B units does not guarantee future results. Northern Alliance Trust locks in its Unit price to $5.00/Unit. The actual net asset value (NAV) typically fluctuates between $4.87 and $5.10 depending on the performance of the fund, current expenses, transaction costs and potential losses. Some expenses are large annual expenses (audits, OM revision) which can be recovered throughout the remainder of the year. The return calculated on this summary does not reflect the NAV fluctuations. B Unit Dividend performance is different from the total fund performance. Returns are compounded quarterly and annualized.

All data quoted about the funds is as of December 31, 2023.