This privacy notice for Burke and Company Limited describes how and why we might collect, retain, store, use, and/or share personal information that we interact with through the operation of our business.


Information We Collect

We may collect and retain personal information for the purpose of conducting our services. The way in which personal information is used depends on the context of our engagement, with the sole purpose of facilitating the delivery of services to end users in accordance with our contracted services.


How We Collect Personal Information

We may obtain personal information, when necessary, with an individual’s consent or as otherwise permitted by applicable law.

The information we collect depends on the context of our service engagement. We only collect information required for or related to the provision of our services. Personal information we collect and retain may include, but not necessarily be limited to:

  • Name, date of birth, phone number, e-mail address, mailing address, job title, contact preferences, personal identifiers, dependent data, beneficiary designations, etc.

When necessary, sensitive information such as personal health information and financial data may also be collected and retained.


How We Use Information

We shall not use or disclose personal information for purposes other than those for which the information is collected or as required or permitted by law. This may include sharing personal information with our own agents, representatives, or with our related service providers. Related service providers are required to provide a comparable level of protection, consistent with our information use, disclosure, and retention policies and practices.


Protection and Disclosure of Information

We protect personal information with security safeguards that are appropriate to the sensitivity of the information under our care. We take reasonable steps to protect information from unauthorized access, release, modification, or use. We follow all jurisdictional legislation, industry standards, and best practices for information transfer, storage, and retention.

We will use or disclose your personal information for the reasons it is collected, for other purposes you consent to, or when it is required or allowed by law. This may include sharing of information with our agents, representatives, or service providers. We will not share your information without your consent with any organization outside of our trusted partners. We do not sell or share any information with any organization or entity for marketing, advertising, sales, or any other purpose.

Our agents are informed of the importance of your privacy and have received training on our policies and practices to ensure the safeguarding of information.

We will provide you with reasonable access to your information and a description of its use, as required or permitted by law, upon written request. At this time, you can verify the accuracy and completeness of your information.


Retention and Destruction of Information

Personal information is stored until the purpose for which it was collected is satisfied or as required or allowed by law. Once information is no longer required, care is taken in its destruction in accordance with legislation, industry standards, and best practices.


Compliance and Accuracy

We are committed to keeping your personal information accurate, complete, and up-to-date. If you discover inaccuracies in our records or your information changes, please contact us. Our Privacy Officer oversees Burke and Company Limited’s compliance with this Privacy Policy, applicable legislation, and regulations which govern the collection, use, and disclosure of information. Please contact us if you have any questions or concerns about this Privacy Policy or our practices.