Skipwith & Associates Insurance Inc.

Privacy Act and Disclosure Information

Skipwith & Associates is committed to applying relevant laws and principles regarding privacy and confidentiality of personal information.

Personal Information

In order to acquire or renew an insurance product for a client, a broker needs to collect personal information about the client. The Broker will only collect, use and disclose such personal information in such a manner that a reasonable person would consider appropriate in circumstance.

Personal Information Collection

Depending on the type of insurance policy to be issued, the Broker may collect the following information:

• Basic information such as name, address, telephone / fax numbers, e-mail address, birthdate and marital status.
• Claims history and credit, past payment records.
• Financial information.
• Medical information.
• Employment information.

Purposes for Information Collection

Information collected may be used for the following purposes:

• To enable the Broker to acquire or renew an insurance policy.
• To assist the Client and assess their ongoing needs for insurance.
• To assess the Client’s need for and to offer other products, such as financial products.
• To ensure that Client information is accurate and up-to-date.
• To protect the Broker and/or insurer against inaccuracy.

Personal Information Disclosure

The broker may disclose Client personal information to the following third parties:

• Insurance companies.
• Other brokers.
• Credit organizations.
• Financial institutions.
• Medical professionals.
• Employer of the insured (commercial policies only).
• Professionals working on behalf of the broker or insurer such as adjusters and lawyers.

Click to view:
PERSONAL INFORMATION PROTECTION & ELECTRONIC DOCUMENTS ACT
(pdf format - file size 90 kb)