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Repsource > Privacy Policy

Commingling client information

Policy

  • You must not commingle personal information from different clients, including information about closely related individuals.
  • You should not commingle personal information relating to other products your clients may have with other companies.
  • This policy applies to, but is not limited to, information stored in client files and instructions sent to Manulife.

Consequences

  • Manulife may restrict or delay processing if the instruction you send to Manulife contains commingled information.
  • You may be responsible for losses resulting from your decision to commingle personal information.

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