How we collect, use and disclose personal information
How we collect
We may collect information about you in writing, electronically or verbally. If we collect your information by telephone, the call may be recorded for monitoring, quality improvement and training purposes, or to create a record of your information and your instructions.
We ask you for only the information we need
We only collect the information about you that we need, such as financial, health, lifestyle and contact information, from you and other persons for the purpose identified to you.
Our files containing information about you are kept for the purpose of providing disability case management services in order to assist you in applying for or appealing the denial of a Canada Pension Plan disability benefit.
We will not sell your personal information.
Why we need the information
Generally, we need to collect personal information to:
- First and last name
- Company, home, postal or other physical address
- Other contact information, for example, telephone number, fax number, email address, and other similar information
We will obtain your permission
We collect, use or disclose your personal information with your permission for the purpose identified, or as allowed or required under the law.
Your permission may be expressed in writing or be implied and you may give it to us verbally, electronically, or through your authorized representative.
You may withdraw your permission to collect, use and disclose your personal information at any time, subject to legal and contractual restrictions and reasonable notice. However, without your permission we may not be able to provide you with the products or services you requested.
Where medical information about you is collected or disclosed, we will obtain your consent to do so.
Before we make information available to third parties, other than an agent or service provider who needs it to conduct tasks on our behalf, we will tell you at the time we obtain your consent or before we make the information available who those persons or organizations are, the kind of information we need to share with them and why.
We will limit how long we keep information
We will keep your personal information as long as legally or operationally necessary.
We will protect your personal information
We are responsible for your information
We are responsible for all personal information in our possession, including information transferred to a third party service provider or agent. Our staff may be located in other provinces and your personal information may be subject to the laws of those provinces. All such persons are required to protect the confidentiality of your personal information in a manner that is consistent with our privacy policy and practices.
How we protect information
Access to your personal information is restricted to those of Fortis Advocacy Partners MDP LLP employees.
We have developed and continue to enhance security procedures to safeguard and protect personal information against loss, theft, unauthorized disclosure, copying, and unauthorized use or modification. We maintain appropriate safeguards and security procedures that reflect the types of documents, including electronic or paper records, organizational measures including security clearances and limiting access on a “need-to-know” basis, and technological measures such as the use of passwords and encryption. While we endeavour to protect all information, the most sensitive information, such as medical information, receives the highest level of protection.
Your right to access your personal information
Your rights
You have the right to ask in writing whether we hold any personal information about you, to see that information, and how we collect, use or disclose your personal information. We may not be able to provide you with all the information you request, depending on the circumstances, and there may be a charge for any copy of personal information requested.
How to request an update or correction
If you believe any of the information we have collected about you is incorrect or incomplete, you have the right to ask us to change it, or you may contact us to update your personal information in our records.
If you show that your personal information is inaccurate or incomplete, we will make the necessary changes as appropriate.
If you feel we have not dealt with your request to your satisfaction, you can follow our customer complaint process.
How to register complaints
You may register a privacy-related complaint by contacting Fortis Advocacy Partners MDP LLP’s Privacy Officer. We will explain our complaint procedure to you and investigate all complaints. If a complaint is justified, we will take all appropriate steps to set the situation right, including changing our policies and practices if necessary. We will also let you know what other complaint procedures may be available to you.
For more information and how to contact us
If you have any questions about Fortis Advocacy Partners MDP LLP’s Privacy Policy and Privacy Code for Canada, and to obtain information about our privacy practices, please contact us by sending a written request by email to info@fortisap.ca or by mail to Head Office, Fortis Advocacy Partners MDP LLP, PO Box 32061, RPO Victoria Square, Regina SK, S4N 7L2. You can also contact us at 1-844-352-6221.
Fortis Advocacy Partners Privacy Code For Canada
Principle 1 – Accountability
Each member company employee or agent of the Fortis Advocacy Partners MDP LLP is responsible for personal information under his or her control and each member company shall designate an individual or individuals to be accountable for compliance with this Code.
Principle 2 – Identifying Purposes
The purposes for which personal information is collected shall be identified before or at the time the information is collected.
Principle 3 – Consent
The prior knowledge and permission of the individual are required for the collection, use or disclosure of personal information, except for legal or security reasons.
Principle 4 – Limiting Collection
The collection of personal information shall be limited to that which is necessary for the purposes identified. Personal information shall be collected by fair and lawful means.
Principle 5 – Limiting Use, Disclosure and Retention
Personal information will not be used, disclosed or retained for purposes other than those for which the information was collected, except with the permission of the individual, or as permitted or required by law.
Principle 6 – Accuracy
Personal information shall be as accurate, complete and current as is necessary for the identified purposes for which it is to be used.
Principle 7 – Safeguarding Information
Personal information will be protected by safeguards appropriate to the sensitivity of the information.
Principle 8 – Openness
Employees of Fortis Advocacy Partners MDP LLP will make readily available to their customers specific information about our policies and procedures relating to the management of their personal information.
Principle 9 – Individual Access
Upon request, an individual will be informed of the existence, use and disclosure of his or her personal information and shall be given access to it. An individual will be able to challenge the accuracy and completeness of the information and have it amended as appropriate.
Principle 10 – Handling Customer Complaints and Suggestions
Individuals can address any complaint regarding compliance with the above principles with our Privacy Officer.