Wilson Wong Professional Corporation is responsible for maintaining and protecting client information under our control.
The purposes for which client information is collected shall be identified before or at the time the information is collected.
The knowledge and consent of the client is required for the collection, use or disclosure of client information except where required or permitted by law.
The client information collected must be limited to those details necessary for the purposes identified by Wilson Wong Professional Corporation Information must be collected by fair and lawful means.
Limiting Use, Disclosure and Retention
Client information may only be used or disclosed for the purpose for which it was collected unless the client has otherwise consented, or when it is required or permitted by law. In order to provide effective and efficient service, you agree that we may disclose any client information to your other financial advisors. This includes but is not limited to your investment advisors, bankers, lawyers, insurance agents and financial planners. Periodically, we may engage contractors to whom client information may also need to be disclosed. Client information may only be retained for the period of time required to fulfill the purpose for which it was collected.
Safeguarding Client Information
Client information must be protected by security safeguards that are appropriate to the sensitivity level of the information.
Wilson Wong Professional Corporation is required to make information available to clients concerning the policies and practices that apply to the management of their information.
Upon request, a client shall be informed of the existence, use and disclosure of their information.