IPG/CanWealth Financial Services Privacy Policy - For Clients

*  This is a working document and policies are subject to change without notice.

Ten interrelated principles form the basis of IPG/CanWealth Financial Services Privacy Policy:

1.       Accountability

IPG/Canwealth Financial Services is responsible for personal information under its control and shall designate an individual or individuals who are accountable for compliance with privacy principles.  

2.       Identifying Purposes

The purpose(s) for which personal information is collected from all clients shall be identified at or before the time the information is collected.

3.       Consent

The knowledge and consent of the client are required for the collection, use, or disclosure of personal information, except for legal or security reasons.

4.       Limiting Collection

The collection of personal information shall be limited to that which is necessary for the purposes identified. Information shall be collected by fair and lawful means.

5.       Limiting Use, Disclosure and Retention

Personal information shall not be used or disclosed for purposes other than those for which it was collected, except with the consent of the client or as required by law. Personal information shall be retained only as long as necessary for the fulfillment of those purposes.

6.       Accuracy

Personal information shall be as accurate, complete, and up-to-date as is necessary for the purposes for which it is to be used.

7.       Safeguards

Personal information shall be protected by security safeguards appropriate to the sensitivity of the information.  All client information/files should remain in a secure location at all times.

8.       Openness

IPG and its representatives shall make readily available to all clients specific information about its policies and practices relating to the management of personal information.

9.       Client Access

Upon request, a client shall be informed of the existence, use, and disclosure of his or her personal information and shall be given access to that information.  A client shall be able to challenge the accuracy and completeness of the information and have it amended as appropriate.

10.   Challenging Compliance

A client shall be able to address a challenge concerning compliance with the above principles to the designated individual or individuals accountable at IPG for compliance with this Privacy Policy. more