Privacy Policy
At Malkiels, we are committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we
collect, use, and safeguard your information when you interact with us.
1. Information We Collect
We collect personal information necessary to provide financial, insurance, and legal services, including:
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Full name, address, and contact information
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Date of birth and identification details
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Health and financial data for insurance processing
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Banking information to process payments and applications
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Beneficiary and policyholder details
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Records of your interactions with our advisors
2. How We Use Your Information
Your information is used strictly for:
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Quoting, applying for, and servicing insurance and financial products
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Submitting applications to insurance providers
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Complying with legal, regulatory, and licensing obligations
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Providing ongoing support and responding to client inquiries
We do not sell or trade your data. We use it only to fulfill the services you’ve requested.
3. Consent
By providing your information, you consent to its use as outlined in this policy. Consent may be withdrawn at any time, subject to legal
or contractual obligations.
4. Data Security
We apply strict security measures to protect your information from unauthorized access, misuse, or disclosure, including encryption,
secure servers, and internal safeguards.
5. Disclosure of Information
We may share your information only with:
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Licensed insurance carriers or financial institutions for application and servicing purposes
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Legal professionals involved in delivering services you’ve requested
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Regulatory bodies, if legally required
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We do not share your data with unrelated third-party service providers.
6. Your Rights
You have the right to:
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Access your personal information
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Request corrections
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Withdraw consent (within legal limits)
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Request deletion when legally possible
To exercise these rights, contact us at: info@malkiels.com
7. Changes to This Policy
This Privacy Policy may be updated without notice. The latest version will always be available on our website.
8. Contact Us
For questions or concerns about this policy or your personal information, contact:
Malkiels
11-38 Place du Commerce, Suite 610
Nun's Island, Quebec, H3E 1T8
Telephone: 438-282-2829
Email: info@malkiels.com