We are responsible for maintaining and protecting all client information under the control of our agency.
Client information is collected for the purposes of:
- Advising Clients
- Assisting with applications for insurance
- Assisting clients with communications with insurers
- Supporting Claims
- Supporting Litigation
The knowledge and consent of each client is required for the collection, use or disclosure of client information except where required or permitted by law.
The client information collected must be limited to those details necessary for the purposes identified by Milestone Insurance. Information must be collected by fair and lawful means.
Client information may only be used or disclosed for the purpose for which it was collected unless the client has otherwise consented, or when it is required or permitted by law.
Client information may only be retained for the period of time required to fulfill the purpose for which it was collected.
Client information must be maintained in as accurate, compete and up-to-date form as is necessary to fulfill the purposes for which it is to be used.
Client information must be protected by security safeguards that are appropriate to the sensitivity level of the information.
Milestone Insurance will make information available to customers concerning the policies and practise that apply to the management of their information.
Upon request, a client shall be informed of the existence, use and disclosure of their information, and shall be given access to it. Customers may verify the accuracy and completeness of their information, and may request that it be amended, if appropriate.
Customers may direct any questions or Inquiries with respect to the privacy principles outlined above or about our privacy policies to Miles Posner.
Please feel free to contact us if you have any further questions or if you require more information.