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Wallis Agencies Ltd. |
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Wallis
Agencies Ltd. _______ A
Declaration of Client Privacy Rights – Putting the Client First We
at Wallis Agencies Ltd. are committed to holding our client’s 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, insurers, or institutions on
behalf of the client. Our Privacy
Code builds on this commitment. As
representatives of Wallis Agencies Ltd. (representatives of Wallis Agencies Ltd.
and Wallis Agencies are hereafter interchangeable), we believe: 1.
Wallis Agencies is Accountable
Wallis
Agencies is accountable for all personal information in its possession or
custody, including any personal information disclosed to third parties for
processing or other administrative functions.
Wallis Agencies has established policies and procedures to comply with
this declaration, and has designated a privacy officer (Linda Rankmore) to be
accountable for compliance. 2.
Wallis Agencies will Identify
Purposes Wallis
Agencies will identify the purposes for which it collects personal information,
before or when the information is collected. 3.
Wallis Agencies will Get The
Clients Consent For
insurance purposes, a client’s consent can be expressed, implied, or given
through an authorized representative. For
financial purposes, a client’s consent must be in writing. 4.
Wallis Agencies Limits the
Collection of Personal Information Wallis
Agencies limits the amount and type of personal information it collects.
Wallis Agencies will collect personal information for the purposes
identified to the client. Wallis
Agencies collects personal information using policies and procedures which are
fair and lawful. 5.
Wallis Agencies Limits the Use,
Disclosure and Retention of Personal Information Wallis
Agencies Ltd. will use or disclose personal information only for the reasons it
was collected, unless a customer gives consent to use or disclose it for another
reason, or it is permitted or required by law. Under
certain exceptional circumstances, Wallis Agencies may have a legal duty or
right to disclose personal information without the customer’s knowledge or
consent to protect the interests of insurers or the public interest.
Wallis
Agencies will keep personal information only as long as necessary for the
identified purposes for which it was collected. 6.
Wallis Agencies will Keep Personal
Information Accurate Wallis
Agencies will keep personal information as accurate, complete and current as
necessary for the identified purposes for which it was collected. Clients
may, in writing, challenge the accuracy and completeness of their personal
information and request that it be amended as appropriate. 7.
Wallis Agencies Safeguards Client
Information Wallis
Agencies protects personal information with safeguards appropriate to the
sensitivity of the information. 8.
Wallis Agencies makes its
Information Policies Available to its Clients Wallis
Agencies is open about the policies and procedures it uses to manage personal
information. Clients have access to
information about these policies and procedures. The information will be made available in a manner that is
generally easy to understand. 9.
Wallis Agencies makes Personal
Information Accessible When
clients make a request in writing (forms available from the Privacy Officer),
Wallis Agencies will within a reasonable time tell them what personal
information it has, what it is being used for, and to whom it has been
disclosed. When
clients request it in writing (forms available from the Privacy Officer), Wallis
Agencies will give them access to their personal information.
Wallis
Agencies will respond to the written request in a timely fashion.
In certain situations, however, Wallis Agencies may not be able to give
clients access to all their personal information.
Wallis Agencies will explain the reasons for this lack of access and any
recourse the client may have, except where prohibited by law. 10.
Wallis Agencies is committed to
Addressing Client Complaints and Concerns Clients
may challenge Wallis Agencies’ compliance with this declaration.
Wallis Agencies has policies and procedures to receive, investigate, and
respond to client’s complaints and questions.
Clients may learn about these policies and procedures by contacting the
brokerage privacy officer (Linda Rankmore) at 204-827-2009. |
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This is the official site for Wallis
Agencies Ltd. |
