Yes Plan Financial adheres to the Canada Anti Spam Law or CASL. Express consent is granted by opting in on our web site forms. Refer here for more Information and FAQS on the CASL.
The term “personal information” refers to information that specifically identifies you as an individual. Personal information collected by us is information such as your name, address, date of birth, social insurance number SIN and financial information. This information is provided to us by you, or collected from other sources with your permission. Your SIN is used for identification purposes in order to ensure the accuracy and integrity of your personal information. You have the option to include it in your application. However, it is not necessary in order to complete an application.
Other personal information is used to confirm identification, assess credit worthiness and provide you with financial services. You always have a choice regarding information you provide us with, but please keep in mind that the more information we have, the better we are able to serve you.
We are committed to maintaining the accuracy of your personal information. We have a strict policy regarding the release of your personal information. Your personal information is never sold to other parties and only disclosed under the following circumstances:
We have comprehensive security controls to protect against unauthorized use, alteration, duplication, destruction, disclosure, loss or theft of, or unauthorized access to your personal information, including an encrypted server that we use to receive online applications.
Yes Plan Financial may amend these terms and conditions at any time without notice. Accordingly, you should periodically re-visit these terms and conditions to review the then current terms and conditions governing your use of this website.
By providing us information by any means, whether over the Internet or telephone, you agree to the use of the information as outlined in this Privacy Statement. If you do not agree with the use of personal information as outlined above, if you would like to review your own personal information or if you have any questions, concerns or comments regarding this Privacy Statement, please contact our office directly.