Protecting your Privacy

Protecting the privacy of your information is important to me and to the companies whose financial services and vehicles I offer.

As a financial security advisor, I will create and maintain a client file for you. This file contains personal information related to you, which I’ll gather in order to assess your financial situation, offer you financial vehicles and provide you with ongoing advice and service. I’ll also keep records of our meetings and phone calls, and instructions that you give me in regard to the products and services that you’ve implemented, or might want to implement through me.

If and when you implement any financial vehicle or service through me, you’ll complete specific application forms for each. These application forms will request personal information from you that the company offering the financial vehicle or service requires in order to underwrite or issue the vehicle and provide ongoing services to you and for other purposes as set out on the form. You’ll be signing such forms to consent to the use of your information by the company for the purposes indicated on the form. From time to time, you may be required to complete additional forms to confirm your requests for changes in your products or services, or to initiate a claim or benefit. I may keep copies of these forms in your file and the company handling your request may also retain this information.

Your file is kept in my primary place of business. Access to information in your file is limited to me or persons I have authorized to act on my behalf when the information is required for the performance of the person’s duties, to the companies I represent in providing, or seeking to provide, products or services to you, to persons you have granted access, and to persons allowed by law.

When a particular situation is warranted I may share personal information you have provided me to employees of the companies I represent in providing financial vehicles and services to you. This is only for the purpose of consulting with experts in various fields of financial planning in order to provide the most suitable advice possible. Each of these individuals are bound to protect your privacy through their corporate policies, which are in accordance with current Privacy Legislation.

Michael K. Robinson


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	Protecting your Privacy Protecting the privacy of your information is important to me and to the companies whose financial services and vehicles I offer. As a financial security advisor, I will create and maintain a client file for you. This file contains personal information related to you, which I’ll gather in order to assess your financial situation, offer you financial vehicles and provide you with ongoing advice and service. I’ll also keep records of our meetings and phone calls, and instructions that you give me in regard to the products and services that you’ve implemented, or might want to implement through me. If and when you implement any financial vehicle or service through me, you’ll complete specific application forms for each. These application forms will request personal information from you that the company offering the financial vehicle or service requires in order to underwrite or issue the vehicle and provide ongoing services to you and for other purposes as set out on the form. You’ll be signing such forms to consent to the use of your information by the company for the purposes indicated on the form. From time to time, you may be required to complete additional forms to confirm your requests for changes in your products or services, or to initiate a claim or benefit. I may keep copies of these forms in your file and the company handling your request may also retain this information. Your file is kept in my primary place of business. Access to information in your file is limited to me or persons I have authorized to act on my behalf when the information is required for the performance of the person’s duties, to the companies I represent in providing, or seeking to provide, products or services to you, to persons you have granted access, and to persons allowed by law. When a particular situation is warranted I may share personal information you have provided me to employees of the companies I represent in providing financial vehicles and services to you. This is only for the purpose of consulting with experts in various fields of financial planning in order to provide the most suitable advice possible. Each of these individuals are bound to protect your privacy through their corporate policies, which are in accordance with current Privacy Legislation. Michael K. Robinson .
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