Primerica Financial Services (Canada) Ltd.

On January 11, 2018, a representative of the Organization met with a client to discuss investment opportunities. The representative received a cheque and an investment application from the client The documents were in the representative?s bag. That evening, someone broke into the representative’s garage and vehicle. Among the items stolen was the bag where all the documents were kept. The incident was discovered on January 12, 2018 when the representative noticed the garage door was open and the bag was missing from the vehicle.

File Type: pdf
Categories: 2018