complies with this policy and PIPA.
Policy 1 – Collecting Personal Information
1.1 Unless the purposes for collecting personal information are obvious and the client, customer, member
voluntarily provides his or her personal information for those purposes, we will communicate the
purposes for which personal information is being collected, either orally or in writing, before or at the
time of collection.
1.2 We will only collect client, customer, member information that is necessary to fulfill the following
purposes:
To verify identity;
To verify creditworthiness;
To identify [client, customer, member] preferences;
To understand the [financial, banking, insurance] needs of our [clients, customers, members];
To open and manage an account;
To deliver requested products and services
To guarantee a travel or hotel reservation;
To process a magazine subscription;
To provide [medical, dental, counselling] services;
To enrol the client in a program;
To send out association membership information;
To contact our [clients, customers, members] for fundraising;
To ensure a high standard of service to our [clients, customers, members];
To meet regulatory requirements;
Policy 2 – Consent
2.1 We will obtain client, customer, member consent to collect, use or disclose personal information
(except where, as noted below, we are authorized to do so without consent).
2.2 Consent can be provided [include the methods that apply to your organization: e.g., orally, in writing,
electronically, through an authorized representative] or it can be implied where the purpose for
collecting using or disclosing the personal information would be considered obvious and the client,
customer, member voluntarily provides personal information for that purpose.
2.3 Consent may also be implied where a client, customer, member is given notice and a reasonable
opportunity to opt-out of his or her personal information being used for mail-outs, the marketing of new
services or products, fundraising and the client, customer, member does not opt-out.
2.4 Subject to certain exceptions (e.g., the personal information is necessary to provide the service or
product, or the withdrawal of consent would frustrate the performance of a legal obligation), clients,
customers, members can withhold or withdraw their consent for Name of organization to use their
personal information in certain ways. A client’s, customer’s, member’s decision to withhold or withdraw
their consent to certain uses of personal information may restrict our ability to provide a particular
service or product. If so, we will explain the situation to assist the client, customer, member in making
the decision.
2.5 We may collect, use or disclose personal information without the client’s, customer’s, member’s
knowledge or consent in the following limited circumstances: