Privacy Policy

Reference herein to Platinum Pacific includes Platinum Pacific Financial Services Ltd.
If you do not agree with the terms of this Legal and privacy statement, please do not continue to use Platinum Pacific's Web site.

This statement contains information on the use of Platinum Pacific's public Web Site under the following headings -

  • Technical information
  • Copyright and trademark
  • Accuracy of information
  • Non-residents of Canada
  • Links to or from third party Web sites
  • Your privacy and security

Technical information

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Copyright and trademark

Platinum Pacific Financial Services Ltd., the Platinum Pacific logo, are trademarks of Platinum Pacific Financial Services Ltd.. They may not be used as hyperlinks or reproduced without our prior written consent.

The content and design, including all text, images, PDFs and software used in this Web site, are protected by copyright. reproduction or redistribution of any part of this Web site is permitted only with our prior written consent.

For permission to reproduce or republish any part of this Web site, please write to us at

Accuracy of information

This Web site was designed and is intended for general information and reference purposes. It should not be used to replace professional investment or insurance advice. To contact a financial advisor in your area, please write to

The information provided on this Web site is subject to change and update without notice. Every reasonable effort is made regarding the quality of this Web site; however, Platinum Pacific cannot guarantee the accuracy, completeness or timeliness of information provided.

Your privacy and security

Platinum Pacific is committed to respecting your privacy and to maintaining the confidentiality of any information you provide us on our Web sites.

For General information about Privacy protection at Platinum Pacific, please refer to the section Your privacy.

We do not use cookies on our public Web site. We may request information which identifies you personally such as your name, mailing or e-mail address when you contact us by e-mail or if you complete an online questionnaire. We do not collect personal information on our public Web site without your permission. Information collected is used strictly for the purposes for which it is requested and is not shared with outside interests.

The security of e-mail communications to a public Web site cannot be guaranteed. If you wish to send private or confidential information to Platinum Pacific Financial Services Ltd., you are encouraged to do so by other means.

If you have questions about the use of our Web site or would like further information on your privacy and security when using our Web site, please contact us at

Your Privacy


At Platinum Pacific Financial Services Ltd. , we are committed to maintaining the highest standards of integrity in our business. In the course of our business, it is necessary to collect, record, store, process, transmit, and otherwise handle Personal Information about individuals. We take these activities seriously and seek to provide fair, secure and appropriate methods for the handling of Personal Information. All such activities are intended to be consistent with both generally accepted privacy ethics and standard business practices.
If you have any questions or comments about Platinum Pacific's Privacy Policy, you can contact our appointed Privacy Officer

We will obtain your consent

The purpose for which Personal Information is collected will be specified on or before the collection of the information, and any change of purpose will be communicated to you. This consent will be expressed in writing, given verbally, electronically, or through an authorized representative. In limited circumstances consent can also be implied.

Consent to collect, use and disclose Personal Information can be withdrawn at any time, subject to legal and contractual restrictions and reasonable notice.

We will limit collection, use, disclosure and retention of personal information

  • Collection

  • Only required information for the purpose(s) identified will be collected.

    Only lawful means will be used to collect personal information.

    To the extent appropriate:

  • Personal Information will be obtained directly from you; and
  • Prior to collecting Personal Information from any other source, you will be notified or your written authorization will be obtained.
  • Use and disclosure

  • Personal information will not be used or disclosed for purposes other than those specified to you, except:

  • Where required by law; or
  • Where reasonably necessary, to determine eligibility for a benefit; or
  • To protect the interests of Platinum Pacific against criminal activity, fraud, and material misrepresentation in connection with a contract.
  • Retention of records

  • We will keep Personal Information only as long as it is necessary, including for the purposes of updating the product or services or as required by law. When the Personal Information is no longer required, it will be destroyed either by shredding or other approved destruction methods to prevent unauthorized parties from gaining access to the information during and after the process.

    We will safeguard information in our custody

    We have developed and will maintain security procedures to safeguard Personal Information against loss, theft, copying, and unauthorized disclosure, use or modification. Access to Personal Information is restricted to employees and authorized service providers who need it to perform their work. While Platinum Pacific endeavors to protect all information, the most sensitive information, such as medical information, receives the highest level of protection.

    We will provide you access to your file

    You have the right to be informed of the nature and source of Personal Information that Platinum Pacific has on its records concerning you.

    Should you wish to receive a copy of the documents Platinum Pacific has on its records, minimal reproduction and handling fees may be asked. You will be informed of the charge before the documents are reproduced.

    Personal medical information will be made available only through a physician designated by you.

    You also have the right to request the correction of inaccurate, incomplete or obsolete information in your file. If demonstrated to our satisfaction that the information held in our record is inaccurate or incomplete, we will make the necessary changes.

    Any request to access or correct information held in our records should be made in writing to:

    The Privacy Officer
    Platinum Pacific Financial Services Ltd.
    104-1658 Commerce Ave
    Kelowna, BC
    V1X 8A9

    If you are not satisfied as to how we have handled your personal information�

    You may register a Privacy related complaint by contacting

    The Privacy Officer
    Platinum Pacific Financial Services Ltd.
    104-1658 Commerce Ave
    Kelowna, BC
    V1X 8A9

    We will explain our complaints handling procedure and inform you of other complaint procedures that may be available to you.

    If a complaint is justified, we will take appropriate action to resolve the situation and if necessary change our Policies, Procedures or Practices.