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Wallis Agencies Ltd. |
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Wallis
Agencies Ltd. _______ Wallis
Agencies Ltd. is in business to provide you with a broad variety of insurance
and financial services. To meet
your needs and serve you well, Wallis
Agencies Ltd. brokers need to know about your personal information, the details
of which can differ depending on the types of insurance and financial services
you require. You,
as an individual, have a right to know how your broker collects, uses and
discloses personal information. You
have a right to expect that, to the best of our ability, your personal
information held by us remains accurate, confidential and secure. Wallis
Agencies Ltd. is proud of its reputation in maintaining the confidentiality and
security of personal information. We’ve
provided this booklet to explain to you how we protect the privacy of individual
client’s personal information. The
need for confidentiality As
professional brokers we are committed to holding our clients’ personal
information in strict confidence, and we shall not disclose any such information
unless authorized by our clients, required by law to do so, or required to do so
in conducting negotiations with underwriters or insurers on behalf of the
client. Except
as outlined below, a record is kept each time personal information is disclosed,
noting the nature of the disclosure, the date and the identity of the party to
whom the disclosure was made. Individual
records of disclosure are not maintained for regular or routine actions such as
transfers of information to insurers, underwriters, claims adjusters, financial
institutions. A
copy of the brokerage’s Privacy Declaration is available on request. The
need for trust Trust
comes with confidence. The more you
know about us, the more confident you can feel about dealing with Wallis
Agencies Ltd. Similarly, the more
we know about you, the better we can serve you. Wallis
Agencies Ltd. collects and uses information about you for only the following
purposes:
* to understand your needs
* to analyze the suitability
of our insurance and financial products or services for you
* to determine your
eligibility for our products and services
* to set up, manage and
offer products and services that meet your needs
* to provide you with
ongoing service
* to meet our legal and
regulatory requirements
* to facilitate the
underwriting process and insurance claims Because
it is important that we keep your trust, we will only ask for information, which
we need and when we ask for information, we’ll let you know why we need it. Subject
to legal and contractual requirements, you can refuse to consent to our
collection, use or disclosure of information about you, or withdraw your consent
to our further collection, use or disclosure of information at any time by
giving us reasonable notice. If
you refuse or withdraw your consent to the collection, use or disclosure of
information about you, we may not be able to provide or continue to provide you
with some products, services or information of value to you. With
your consent and where the laws allow, a broker may share your personal
information (other than health information) with other brokers within the
brokerage so that they may directly tell you about their products and services. The
need for accuracy Wallis
Agencies Ltd. tries to ensure that the information we hold about you is
accurate, complete and up-to-date. It
is your obligation to inform your broker promptly of a change of name, address
or any other relevant information. If
you believe that personal factual information in your records may be inaccurate,
we make it easy for you to access, verify and update it.
If information has been provided to third parties, we will convey the
corrected information to them, if necessary. If
we do not agree to change your personal information, you may challenge our
decision. We will make a record of
this challenge and, if necessary, disclose the challenge to third parties who
also possess the information. The
need for access To
review the personal information, which Wallis Agencies Ltd. has about you,
simply notify your broker. Basic
personal information can be verified on the spot, at no charge.
If you wish to review more extensive information, you’ll be asked to
provide details regarding the nature of the information you wish to check. The
information will be obtained from our files and will normally be provided within
30 days of your request. There may
be a charge for retrieving this information, in which case you will be notified
in advance and may, if you like, withdraw your request.
You may also challenge the reasonableness of the charge. Sometimes
we may not provide you with information about you that is within our control.
This can occur if your right of access is constrained pursuant to the
provisions of the Federal Personal Information Protection and Electronic
Documents Act. For
example, we will not provide you with personal information in our control if: *
it would reveal personal information about another party and your personal
information cannot be separated *
The information is subject to solicitor/client or litigation privilege. *
It contains the brokerage’s confidential commercial or proprietary
information, or if it cannot be disclosed for legal reasons. *
The information is used for the detection and prevention of criminal
activity and dealings in the proceeds of the crime. If
we deny your request for access to personal information, you will be told why,
unless prohibited by law. You may
challenge that decision. Once
you have the information, all you have to do is check it for accuracy, and let
us know if there are any corrections required.
We will correct our records or make note of any differences.
If information has been provided to third parties, we will convey the
corrected information or the note of any differences to them, if necessary. The
need for security Every
Brokerage employee, as a condition of employment, takes responsibility for
protecting client privacy, confidentiality and security.
This obligation remains in effect even after an employee leaves the
Brokerage. Suppliers
of services to the brokerage, such as software vendors, are required to sign
contracts obligating them to protect the privacy and confidentiality of personal
information provided to them to enable them to perform their function. Appropriate
controls are in place over computer systems and data processing procedures, and
these controls are reviewed on an ongoing basis to ensure compliance with our
security and privacy policies. The
brokerage destroys or erases any personal information when it is no longer
needed. When information is
destroyed or erased, the brokerage takes care that there is no unauthorized
access. In
short, our people are committed, and our systems are designed, to protect your
privacy and confidentiality. Questions
or Concerns Questions
or concerns about personal information held by the brokerage, or brokers
compliance with the Brokerage Privacy Code, can be answered readily by the
brokerage privacy officer, Linda Rankmore, who can be reached at (204)827-2009.
However, should the privacy officer be unable to resolve your concerns,
you may contact the: Federal
Privacy Commissioner |
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This is the official site for Wallis
Agencies Ltd. |
