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  • Financial Planning Campaign

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    Mar Donna Dei Cabrera
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    This document appears to be a financial planning session form for a company or organization. It collects information such as the name of the company, date of the session, and facilitator. It also collects the advisor's name, unit manager, code, and branch. It notes that by requesting a proposal, the company represents that it has informed employees of how their personal data will be collected and shared with Sun Life Financial in accordance with privacy laws and obtained necessary consent.

    Original Description:

    dlafa

    Original Title

    Attendance Sheet

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    This document appears to be a financial planning session form for a company or organization. It collects information such as the name of the company, date of the session, and facilitator. It also collects the advisor's name, unit manager, code, and branch. It notes that by requesting a proposal, the company represents that it has informed employees of how their personal data will be collected and shared with Sun Life Financial in accordance with privacy laws and obtained necessary consent.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views1 page

    Financial Planning Campaign

    Uploaded by

    Mar Donna Dei Cabrera
    This document appears to be a financial planning session form for a company or organization. It collects information such as the name of the company, date of the session, and facilitator. It also collects the advisor's name, unit manager, code, and branch. It notes that by requesting a proposal, the company represents that it has informed employees of how their personal data will be collected and shared with Sun Life Financial in accordance with privacy laws and obtained necessary consent.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Financial Planning

    Participants Campaign
    Name of the Company / Organization: __________________________________________________________
    Date of FP Session: __________________________________________________________
    Facilitator: __________________________________________________________

    Advisor’s name: ___________________________________________ Unit Manager: ________________________________________


    Code: _____________________________________________________ Branch: _____________________________________________

    By requesting a proposal on Sun Life Financial products and services and by sharing and disclosing personal data of your [employees/members/clients], you represent and warrant that you have (a) advised your [employees/members/clients] of the purpose/s of collecting personal data and disclosure thereof to Sun Life Financial their rights as data subjects
    and other relevant information, and (b) obtained the necessary consent and authority to disclose personal data of your directors, officers, employees, members and other representatives to Sun Life Financial, pursuant to the Data Privacy Act, its Implementing Rules and Regulations and other applicable law and regulation. The Privacy Policy Statement of
    Sun Life Financial is available at this link http://www.sunlife.com.ph/philippines/About+us/Corporate+Governance/Online+Privacy+Statement?vgnLocale=en_CA

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