1. Permissions, Obligations and Consent obtained by the Financial Advisor together with the client for underwriting purposes. (Before application stage)
The Financial Advisor informed the client, that Clientѐle will always keep information collected from the client confidential, unless they have consented to it being shared, and then it will only be shared in such cases. The client consents to the collection, collation, storage and disclosure of the information, including personal information, obtained either through this application process, during the currency of the policy, or at claims stage, for the purposes of risk management, the administration of this plan, and to aid in the assessment of any claims that may arise under this policy.
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