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  • BC-2.14 BC-2.14 Confidentiality and Security of Customer Assets

    • BC-2.14.1

      Licensees must ensure that any information obtained from customers must not be used or disclosed except in the normal course of negotiating, maintaining or renewing insurance for that customer, unless:

      (a) They have the customer's consent;
      (b) Disclosure is made in accordance with the licensee's regulatory obligations; or
      (c) The licensee is legally obliged to disclose the information.
      Amended: January 2007

    • BC-2.14.2

      Licensees must take appropriate steps to ensure the security of any money, documents, other property or information handled or held on behalf of customers.