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For information on our commitment to protecting your privacy,
please familiarize yourself with our privacy literature below:
Equitable Life of
Canada privacy brochure
The Privacy Commissioner of Canada defines privacy as an
individual's right to maintain control over the uses and
circulation of his or her personal information.
At The Equitable Life Insurance Company of Canada, our
commitment to protecting the confidentiality and security of our
clients' personal information has and always will be the most
integral part of our corporate values. Equitable Life has adopted
the ten privacy principles established by the Canadian Standards
Association's Model Code for the Protection of Personal
Information. These ten principles form part of the Personal
Information Protection and Electronic Documents Act ("Act"). This
Act establishes rules governing the collection, use and disclosure
of personal information.
Under the Act, personal information is broadly defined as
information (data) - oral, written or electronic - about an
identifiable individual. Personal information includes, but is not
limited to, the following:
The name, title, business address or business telephone number
of an employee of an organization ("business card information") is
not considered personal information. Any data that we have
collected in which all the "personal identifiers" have been
removed, making it impossible to determine the identity of the
person to whom it relates, is also not considered personal
We ask you for information to establish and service your needs
as a client. The personal information we ask for depends on the
product or service you are requesting. For all products and
services offered by Equitable Life, we need your name, address and
some form of identification. Here is why we need some of the other
information we ask you to provide::
By providing us with your birth date we are able to better
identify you and ensure that no one is trying to impersonate you.
We may also use your birth date to determine your eligibility for
products and/or services you are requesting.
Your social insurance number (SIN) is required for certain
benefits and products that earn investment income in order to
comply with Canada Revenue Agency's income reporting requirements.
If you provide your SIN, we may also use it to keep your
information separate from other clients.
By providing us with your financial information, we are able to
assess your eligibility for certain products and services.
Your health information is required for certain products and
services to ensure you are eligible for coverage.
Accountability: All employees of Equitable Life
are accountable for protecting the confidentiality and security of
all personal information under their control. We have designated an
individual to oversee our compliance with the Act and ensure that
our ten privacy principles are upheld.
Identifying purposes: We will identify the
purposes for which your personal information is being collected
either before or at the time of collection. With your permission,
your personal information may be collected, used and disclosed by
Equitable Life for the following purposes:
For these purposes we may share your personal information within
Equitable Life, with your financial advisor, broker, plan
administrator, other insurance companies, insurance reporting
agencies, credit bureaus and with any other person, corporation or
Consent: We will explain the reason for and
obtain your consent before using your personal information for any
purpose other than those listed above. We will only collect, use
and disclose your personal information with your consent, except
where otherwise required or permitted by law. Your medical and
health information will only be shared with your consent. Equitable
Life does not sell, trade or rent its clients' personal information
to any organization for any purpose.
It is your right to choose not to provide us with some or all of
your personal information. You may even deny us or withdraw consent
to the use or disclosure of your personal information for certain
purposes. However, it is important to remember that we require
certain aspects of your personal information in order to establish
your eligibility for certain products and services, or to continue
to provide you with these products and services.
Limiting collection: We will limit the
collection of your personal information to only those details that
are necessary for the purposes identified.
Limiting use, disclosure and retention: We will
only use your personal information for the purposes for which it
was collected, unless you have consented otherwise, or when it is
required or permitted by law. Your personal information will only
be retained for the time necessary to fulfill the purposes for
which it was collected, and to meet any legal or regulatory
Accuracy: We will keep your personal
information as accurate, complete and up-to-date as possible to
fulfill the purposes for which it was collected. You can assist us
in ensuring your records are current by providing us with any
changes to your personal information, such as an address change.
You have the right to challenge the accuracy and completeness of
your personal information and amend it as necessary.
Safeguards: We will protect the personal
information we collect from you with security safeguards.
Unencrypted, electronically transmitted information is not 100%
secure. Therefore, we cannot guarantee the security of any
information you transmit to us electronically or that you request
us to transmit to you via public internet.
Our systems and procedures are designed to prevent loss, misuse,
unauthorized access, disclosure, alteration or destruction of your
personal information. Only authorized employees and service
providers of Equitable Life have access to your personal
information. Some service providers may be located outside of
Canada. Our commitment to security extends to the contracts and
agreements that we sign with external suppliers and service
Openness: We will make available to you
information about our policies and practices relating to the
management of personal information.
Access: We will give you access to your
personal information at your request, subject to any legal or
business restrictions. There may be a nominal charge for doing
Challenging compliance: You may contact us with
any questions, concerns or suggestions with respect to our ten
privacy principles at the address below:
Chief Privacy Officer
One Westmount Road North
P.O. Box 1603 Station Waterloo
Waterloo, ON N2J 4C7
This privacy statement is governed by applicable provincial and
federal laws and applies to all clients who are Canadian residents.
It is subject to review and change from time to time to ensure its
continued accuracy and relevance.
One Westmount Road North
P.O. Box 1603, Stn Waterloo
Waterloo, Ontario N2J 4C7
Toll Free: 1.800.265.8878