During the course of our relationship, it will be necessary for you to provide a variety of very personal financial and medical information. The quality of the work undertaken on behalf of you requires this personal information to be accurate and complete. I, Clarity Pension Consulting Ltd commit that all information will be held in the strictest confidence and that no information shall be divulged about your personal situation to any outside organization or Government agency without your prior consent, unless it may be required by law.
It is further understood that in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA), you directly authorize and instruct me, Clarity Pension Consulting Ltd to maintain information of a personal and private nature that could reasonably be considered pertinent or necessary in the provision of financial advice until such time as requested by you in writing to destroy such information if and when no longer required. Pursuant to Do Not Call (DNCL) legislation, you authorize me, Clarity Pension Consulting Ltd to call or fax you as may be required from time to time as a result of our relationship as Insurance / Financial Advisor and client.