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Repsource > Privacy Policy

Buying or selling a block of business

Policy

  • You are responsible for personal information in your possession or custody, including information that has been transferred to a third party.
               ° You must obtain consent from clients prior to transferring personal information to a new advisor.
               ° In some instances you may obtain consent by notifying your clients of the impending transfer.
                          ° Clients who do not respond are assumed to have provided opt-out consent.
                          ° This mode of opt-out consent may be sufficient, however, if you are transferring medical or financial information you must obtain express consent.
  • Persons conducting due diligence on a block prior to purchase must sign a confidentiality agreement.

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