Information We Collect
An enquiry may include your name, business name, contact information, location and a description of the insurance or benefits support you are seeking. Please provide only information needed for the request. Do not submit social insurance numbers, payment-card details, medical records or identifiable employee claims information through a general enquiry form.
How Information Is Used
Enquiry information is used to respond to the request and help arrange an appropriate professional introduction. The purpose of any additional information request should be explained when it is made. Optional marketing communications require the applicable consent and should provide a way to withdraw from them.
When Information May Be Shared
Referral information may be shared with the professional or organization identified through the referral process for the purpose explained to you. That professional may have a separate privacy notice for their services. Ask who will receive your information before submitting if this is unclear, and review any additional consent requested.
Safeguards and Retention
Personal information requires safeguards appropriate to its sensitivity. Access, retention and disposal practices should reflect the purpose for which information is held and applicable obligations. No online transmission is entirely risk-free; contact the service before sending sensitive material that is not appropriate for a general form.
Your Choices and Requests
You may contact us with a privacy question, a request to access or correct personal information, or a request to withdraw consent where applicable. Withdrawal may affect the ability to complete a referral, and legal or contractual requirements may limit some requests. Identity verification may be necessary before information is disclosed or changed.
Contact for Privacy Questions
Send privacy enquiries to info@groupbenefitplans.ca and identify the request as a privacy matter. Avoid including unnecessary sensitive information in that message. If a concern relates to information held by your advisor or insurer, contact that organization directly as well.