At Standard Life, we are committed to maintaining the highest standards of integrity. In the course of our business, it is necessary to collect, record, store, process, transmit, and otherwise handle Personal Information about individuals. We take these activities seriously and seek to provide fair, secure and appropriate methods for the handling of Personal Information. All such activities are intended to be consistent with both generally accepted privacy ethics and standard business practices.
The purpose for which Personal Information is collected must be specified on or before the collection of the information, and any change of purpose must be communicated to the client.
Collect personal information only when it is pertinent to the sale process. Keep regular and accurate accounts of all transactions with or for Standard Life. At the request of Standard Life you must provide access to any documentation related to any financial transaction undertaken in relation to Standard Life.
Standard Life's applications contain a consent and authorization to collect, use and disclose Personal Information. We encourage you to review this section with your client.
Treat all personal information in strictest confidence. Information in client files is considered confidential and you must employ proper safeguards to protect its confidentiality.
Use, retain and disclose Confidential Information in accordance with applicable laws and regulation related to the protection of privacy. You must therefore adhere to Standard Life's Privacy Policy and to Canadian privacy laws at all times.
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