Common use of Client Record and Personal Information Clause in Contracts

Client Record and Personal Information. The personal information collected about you is held in a “client record”. This information may include your name, address and telephone number(s), e-mail address, social insurance number, birth date, account holdings and if applic- able, the name address and social insurance number of your spouse or bene- ficiary (referred to as “Personal Information”). Depending on the type of service you request, additional personal information may be held in your client record. This information was provided to Portland either by you or your financial advisor at the time the account was opened or as the information became necessary throughout the service process.

Client Record and Personal Information. The personal information collected about you is held in a “client record”. This information may include your name, address and telephone number(s), e-mail addressadress, social insurance number, birth date, account holdings and if applic- able, the name address and social insurance number of your spouse or bene- ficiary (referred to as “Personal Information”). Depending on the type of service you request, additional personal information may be held in your client record. This information was provided to Portland either by you or your financial advisor at the time the account was opened or as the information became necessary throughout the service process.