IDC Worldsource Insurance Network Inc.

On October 4, 2018, the Organization hosted an educational event for insurance advisors at an Edmonton golf club. More than 60 advisors attended. An advisor attending the event handed an employee at the event registration table a sealed envelope containing client paperwork and asked the employee to transport the paperwork to the Organization?s office. The employee left the venue after the event without taking the sealed envelope. On October 15, 2018, the advisor contacted the Organization about the paperwork in the envelope. The employee realized the envelope had been left at the venue, and immediately called the venue to see if it had been found. The employee also attended at the venue to assist in a search for the envelope. The envelope was not recovered. The venue advised the Organization that its policy is to shred all papers left behind at events. The shredding box is shredded between the 6th and 10th of every month, which in this case would have been between the date of the incident and the date of discovery. The affected advisor provided the Organization with photocopies of the documents that were in the envelope so the Organization could validate personal Information that was lost.

File Type: pdf
Categories: 2018