P2019-ND-015

Primerica Financial Services Ltd.

On February 10, 2018, two clients applied for a life insurance policy. On February 12, 2018, the two clients were visited by an examiner from a third party service provider to conduct a physical exam. On February 19, 2018, the clients were contacted by the RCMP in British Columbia to inform them the RCMP had retrieved stolen paperwork from an unrelated party. The clients informed their independent sales representative who then notified the Organization of the incident. The Organization contacted the RCMP and was told the documentation was recovered during a traffic stop and stolen items were found in the unrelated party?s possession. The Organization contacted the third party service provider, who was unable to determine how the client?s information ended up in the unrelated party?s possession. The incident was discovered on March 5, 2018.

File Type: pdf
Categories: 2019
Tags: Loss