Effective Date: May 6, 2025
At View360 Insurance Advisory ("we", "our", or "us"), we are committed to protecting the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with the Personal Information Protection Act (PIPA) of British Columbia and other applicable Canadian privacy laws.
1. Information We Collect
We collect personal information necessary to provide you with insurance and wealth management services. This may include:
- Full name, address, phone number, email
- Date of birth, social insurance number (SIN)
- Employment and financial information
- Health and lifestyle details (for insurance underwriting)
- Beneficiary information
- Details about existing insurance or investment products
2. How We Use Your Information
We use your personal information for purposes such as:
- Assessing your insurance and financial needs
- Recommending and managing insurance and investment products
- Communicating with you regarding your account and services
- Meeting legal and regulatory requirements
- Preventing fraud and ensuring security
3. Consent
By providing us with your personal information, you consent to its collection, use, and disclosure as outlined in this policy. You may withdraw your consent at any time, subject to legal and contractual obligations. Withdrawal of consent may affect our ability to provide you with services.
4. Disclosure of Personal Information
We may disclose your personal information to:
- Insurance carriers, investment firms, and financial institutions
- Reinsurers, underwriters, and third-party service providers
- Regulatory bodies or law enforcement as required by law
- Professionals such as lawyers or accountants, with your consent
We do not sell your personal information.
5. Security Measures
We use physical, administrative, and technological safeguards to protect your personal information against unauthorized access, disclosure, or misuse.
6. Retention of Information
We retain your information only as long as necessary to fulfill the identified purposes or as required by law and industry standards.
7. Your Rights
You have the right to:
- Access your personal information
- Request corrections to inaccurate or incomplete information
- Withdraw consent (subject to legal/contractual limitations)
- Lodge complaints regarding our privacy practices
To exercise your rights, please contact us using the information below.
8. Third-Party Websites
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies.
9. Cookies and Website Analytics
Our website may use cookies and analytics tools to enhance your experience. You can manage cookie preferences through your browser settings.
10. Updates to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with the revised effective date.
11. Contact Us
If you have questions or concerns about this Privacy Policy or your personal information, please contact:
Privacy Officer
View360 Insurance Advisory
Suite 201, 129 E Columbia St
New Westminster, BC V3L 3V9, Canada
admin@view360insuranceadvisory.com