Legal
Privacy Policy
This page is a structured skeleton for counsel review. Section headings reflect what a PIPEDA-subject privacy policy needs to cover. Text below is a drafting placeholder, not final published legal language, and must not be treated as binding until reviewed and approved by qualified counsel.Last updated: [DATE PLACEHOLDER] · Status: Draft, pending legal review
1. Who we are
[LEGAL REVIEW REQUIRED] — Insert full legal entity name, registered address, and privacy officer contact.
2. What we collect
[LEGAL REVIEW REQUIRED] — Enumerate categories of personal information collected: contact details, quote inputs (age, health/lifestyle indicators relevant to the insurance line quoted), agency/team information, and technical data such as IP address and device information.
3. Purpose of collection
[LEGAL REVIEW REQUIRED] — State the specific purposes: providing insurance quotes, operating advisor websites, operating EGEPilot for advisors, communicating with users, and improving the platform. PIPEDA requires purposes to be identified before or at the time of collection.
4. Consent
[LEGAL REVIEW REQUIRED] — Describe how and when consent is obtained (e.g. at the point a quote is requested or a form is submitted), the ability to withdraw consent, and how withdrawal is handled operationally.
5. Data storage location
[LEGAL REVIEW REQUIRED] — Confirm and state precisely: personal information is stored on servers located in Canada. See also our Security & Trust Center.
6. Disclosure to third parties
[LEGAL REVIEW REQUIRED] — List any processors/sub-processors (e.g. hosting provider, email delivery) and the basis for disclosure, including disclosure to the insurance advisor/agency a user is requesting a quote from.
7. Retention
[LEGAL REVIEW REQUIRED] — State defined retention periods per data category and the deletion/disposal process once retention period lapses.
8. Your rights & how to access your information
[LEGAL REVIEW REQUIRED] — Describe the right to access, correct, and request deletion of personal information under PIPEDA, and the process/timeline for responding to such requests.
9. Security measures
[LEGAL REVIEW REQUIRED] — Summarize technical and organizational measures; see Security & Trust Center for detail. Avoid overstating guarantees.
10. Cookies & tracking
[LEGAL REVIEW REQUIRED] — State current position: no cookie-requiring analytics are deployed by default; describe any first-party cookies strictly necessary for site function, e.g. session cookies.
11. Children's information
[LEGAL REVIEW REQUIRED] — State policy regarding minors, particularly relevant to dependent information collected for life/CI/DI quoting.
12. Changes to this policy
[LEGAL REVIEW REQUIRED] — Describe how and when this policy may be updated and how users are notified.
13. Contact us / Privacy Officer
[LEGAL REVIEW REQUIRED] — Name and contact information for the designated Privacy Officer, as required under PIPEDA. Interim contact: info@egeinsurance.com.