Collecting, Holding, Using and Disclosing Personal Information in Your Client Record Sample Clauses

Collecting, Holding, Using and Disclosing Personal Information in Your Client Record. Portland may collect, hold (in Canada and abroad) and use the Personal Infor- mation in your client record as well as collect Personal Information from and disclose Personal Information to the third parties as disclosed under the head- ing, Third Parties, for the following purposes: • identifying you and ensuring the accuracy of information contained in your client record; • establishing and administering your account, determining, maintaining, recording and storing account holdings and transaction information in your client record; • protecting you and Portland from error and fraud; • providing you and your financial advisor/dealer with investment account statements, tax receipts, financial statements for your investments, and other information that you or your financial advisor/ dealer may request to service your account; • protecting its own business interests including collecting a debt owed to Portland or allowing the performance of a transaction; • meeting tax, legal and regulatory requirements; • verifying information previously given by you with any other organization when necessary for the purposes set out in this Code; • advising you of other similar Portland products, services or initiatives that may be of interest to you; and • for any other purpose you and Portland and/or your financial advisor may agree upon from time to time.
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Collecting, Holding, Using and Disclosing Personal Information in Your Client Record. Subscription Agreement and Application Form Portland India Select Business Portfolio inc. 11 PIC10-E(01/11) CANADIAN ACCOUNT Portland may collect, hold (in Canada and abroad) and use the Personal Infor- mation in your client record as well as collect Personal Information from and disclose Personal Information to the third parties as disclosed under the head- ing, Third Parties, for the following purposes: • identifying you and ensuring the accuracy of information contained in your client record; • establishing and administering your account, determining, maintaining, recording and storing account holdings and transaction information in your client record; • protecting you and Portland from error and fraud; • providing you and your financial advisor/dealer with investment account statements, tax receipts, financial statements for your investments, and other information that you or your financial advisor/ dealer may request to service your account; • protecting its own business interests including collecting a debt owed to Portland or allowing the performance of a transaction; • meeting tax, legal and regulatory requirements; • verifying information previously given by you with any other organization when necessary for the purposes set out in this Code; • advising you of other similar Portland products, services or initiatives that may be of interest to you; and • for any other purpose you and Portland and/or your financial advisor may agree upon from time to time.

Related to Collecting, Holding, Using and Disclosing Personal Information in Your Client Record

  • HOW WE MAY USE YOUR PERSONAL INFORMATION 8.1 We will use the personal information You provide to Us to:

  • Protecting Your Personal Information In addition to protecting your access codes, you should also take precautions to protect your personal identification information, such as your driver’s license, Social Security number, or tax identification number. This information by itself or together with account information may allow unauthorized access to your accounts. You should treat personal information with the same level of care that you would for your account information. You should also protect and secure all information and data stored in any personal computer or other equipment you use to access our Online Banking service.

  • YOUR PERSONAL INFORMATION When using established banking relationships to send your transfer, personal information about you contained in the transaction may be provided to overseas authorities and the beneficiary bank in order to comply with applicable legal obligations and prevent crime. This may include a transfer of your personal data outside the EEA. This information may include your full name, address, date of birth and account number. For more detail on how we transfer data internationally, see our Data Protection Statement.

  • CONFIDENTIALITY OF PERSONAL INFORMATION ‌ 35 Provider shall protect all Personal Information, records and data from unauthorized disclosure 36 in accordance with 42 CFR §431.300 through §431.307, RCWs 70.02, 71.05, 71.34 and for 37 individuals receiving SUD services, in accordance with 42 CFR Part 2 and WAC 388-877B. 38 Provider shall have a process in place to ensure all components of its provider network and 39 system understand and comply with confidentiality requirements for publicly funded 40 behavioral health services. Pursuant to 42 CFR §431.301 and §431.302, personal information 41 concerning applicants and recipients may be disclosed for purposes directly connected with 42 the administration of this Contract and the State Medicaid Plan. Provider shall read and 43 comply with all HIPAA policies.

  • Collection of Personal Information 10.1 The Subscriber acknowledges and consents to the fact that the Company is collecting the Subscriber's personal information for the purpose of fulfilling this Subscription Agreement and completing the Offering. The Subscriber's personal information (and, if applicable, the personal information of those on whose behalf the Subscriber is contracting hereunder) may be disclosed by the Company to (a) stock exchanges or securities regulatory authorities, (b) the Company's registrar and transfer agent, (c) Canadian tax authorities, (d) authorities pursuant to the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (Canada) and (e) any of the other parties involved in the Offering, including legal counsel, and may be included in record books in connection with the Offering. By executing this Subscription Agreement, the Subscriber is deemed to be consenting to the foregoing collection, use and disclosure of the Subscriber's personal information (and, if applicable, the personal information of those on whose behalf the Subscriber is contracting hereunder) and to the retention of such personal information for as long as permitted or required by law or business practice. Notwithstanding that the Subscriber may be purchasing Shares as agent on behalf of an undisclosed principal, the Subscriber agrees to provide, on request, particulars as to the identity of such undisclosed principal as may be required by the Company in order to comply with the foregoing.

  • Processing of Personal Information We treat your personal information confidentially and in accordance with applicable legislation. When you purchase insurance from us, we gather information in connection with enrolment, filing a claim and use of our digital platforms, e.g. civil registration number, telephone number, e-mail address, membership of Sygeforsikringen ”danmark”, industry, employment, marital status and any health information. This information is used to create and administer the insurance policy for use in case of a claim and in the ongoing case processing to ensure the best possible service and as part of sales management, product development, quality assurance, advice and determination of general user behaviour. We retain the gathered information for as long as neces- sary and in accordance with the applicable legislation. You can always contact us if you want to know which personal information we have registered about you. You are entitled to change incorrect information. On our website, xx-xxxxxxx.xx, you can read more about data security and how we handle your personal information. In some cases, we pass personal information about you to the suppliers with whom we cooperate.

  • Protection of Personal Information Party agrees to comply with all applicable state and federal statutes to assure protection and security of personal information, or of any personally identifiable information (PII), including the Security Breach Notice Act, 9 V.S.A. § 2435, the Social Security Number Protection Act, 9 V.S.A. § 2440, the Document Safe Destruction Act, 9 V.S.A. § 2445 and 45 CFR 155.260. As used here, PII shall include any information, in any medium, including electronic, which can be used to distinguish or trace an individual’s identity, such as his/her name, social security number, biometric records, etc., either alone or when combined with any other personal or identifiable information that is linked or linkable to a specific person, such as date and place or birth, mother’s maiden name, etc.

  • Disclosure of Personal Information We may disclose your personal information to third parties, when necessary, and to our affiliates in connection with the services we provide related to your holding of Units of the Fund(s), including:

  • Safeguards for Personal Information Supplier agrees to develop, implement, maintain, and use administrative, technical, and physical safeguards, as deemed appropriate by DXC, to preserve the security, integrity and confidentiality of, and to prevent intentional or unintentional non-permitted or violating use or disclosure of, and to protect against unauthorized access to or accidental or unlawful destruction, loss, or alteration of, the Personal Information Processed, created for or received from or on behalf of DXC in connection with the Services, functions or transactions to be provided under or contemplated by this Agreement. Such safeguards shall meet all applicable legal standards (including any encryption requirements imposed by law) and shall meet or exceed accepted security standards in the industry, such as ISO 27001/27002. Supplier agrees to document and keep these safeguards current and shall make the documentation available to DXC upon request. Supplier shall ensure that only Supplier’s employees or representatives who may be required to assist Supplier in meeting its obligations under this Agreement shall have access to the Personal Information.

  • Collection and Use of Your Information You acknowledge that when you download, install, or use the Application, Company may use automatic means (including, for example, cookies and web beacons) to collect information about your Mobile Device and about your use of the Application. You also may be required to provide certain information about yourself as a condition to downloading, installing, or using the Application or certain of its features or functionality, and the Application may provide you with opportunities to share information about yourself with others. All information we collect through or in connection with this Application is subject to our Privacy Policy. By downloading, installing, using, and providing information to or through this Application, you consent to all actions taken by us with respect to your information in compliance with the Privacy Policy.

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