Disclosure Form

Disclosure Form

Disclosure Form

Step 1 of 2

  • Disclosure Notice under the Financial Institutions Act The Financial Institutions Act requires that the information contained in this Disclosure Notice be provided to a customer in writing prior to the customer entering a financial transaction.
    Tyson holds broker contracts with the following insurance carriers:
    • Assumption Life
    • Canada Life
    • CPP / Foresters
    • Desjardins
    • Empire Life
    • Equitable Life
    • Great West Life
    • Humania
    • Industrial Alliance
    • Ivari
    • Manulife
    • RBC Insurance
    • SSQ Financial Group
    • Sun Life
    One of the companies indicated above is the supplier of the product you are being offered. No insurer holds an ownership interest in Accomplish Insurance nor does Accomplish Insurance hold an interest in any insurance company. Tyson Russell is the owner of Russell Estate and Business Planning Services Ltd. DBA Accomplish Insurance Services.

  • Compensation

    If a client chooses to purchase a product through Tyson, he will be compensated by the chosen company – the company that offers the best product for the client’s specific situation. Tyson is compensated by a sales commission at the time of sale, and may receive a renewal (or service) commissions for the duration that the policy is in force. Tyson may also be eligible for additional compensation, such as bonuses, or non-monetary benefits such as educational upgrading, educational conferences, marketing allowances, and/or travel incentives, depending on various factors such as the volume or persistency of business that he places during a given time period. Your financial objectives are his first priority.

    Conflict of Interest

    Tyson takes the potential of a conflict of interest very seriously. He will notify clients of any conflict of interest he may become aware of, with regards to a consideration of a product he is offering. His services take into consideration, and are based on analysis and assessment, of all his client’s financial needs.

    Privacy Statement

    Accomplish Insurance Services endeavours to maintain the highest standards of confidentiality in dealing with client information and adheres to the Personal Information and Electronic Documents Act (“PIPEDA”), a federal privacy law.
    1. Accountability – Accomplish Insurance is responsible for the personal information Tyson receives from his clients and he will abide by the principles of PIPEDA in safeguarding that information in hard copy and computer documents. The employees of Accomplish Insurance also understand and abide by these rules.
    2. Collection Purposes, Limitations on Collection, Use, Disclosure and Retention – Any and all personal, corporate, financial and related information is collected and kept solely for the purpose of providing advice and to ensure that any products or services you purchase through Tyson are provided quickly and correctly. In order to obtain products for you, Tyson is required to confidentially convey your personal information to insurers through wholesale organizations. He only collects and keeps information that helps him formulate advice including personal, financial and health information. With your consent, he may share this information with his associates to get you help in areas outside of his expertise.
    3. Consent – The nature of Tyson’s work means that he must receive and retain a lot of personal information about his clients including health data, financial data and identity verification. He uses this information to make judgments about your situation and to identify possible solutions to problems you might have. In becoming his client, and by signing this form, you agree to give Tyson this information, allow him to share this information with relevant financial companies and intermediaries, and to retain your information in his paper and electronic files for as long as you wish for him to be your advisor or as long as he has a business or legal need to retain the information. You also agree to receive electronic communications from Accomplish Insurance. You may withdraw your consent at any time but that will effectively end the business relationship.
    4. Information Accuracy – Accomplish Insurance relies on receiving accurate information in order to make appropriate recommendations. You may review the personal information that is retained about you upon request. Information may also be updated regularly in an effort to ensure recommendations about your situation are based on the correct information.
    5. Safeguards – All the written information Accomplish Insurance receives from you is either in secure filing cabinets or in password protected computer files. Any computer files stored off site are encrypted or locked. Old files that are discarded are shredded or otherwise completely destroyed. The staff at Accomplish Insurance understands the sensitivity of this information and the importance of protecting it.
    6. Questions, Concerns and Access – You may contact Tyson at any time by telephone, email or letter at the address shown on this page about your files with him and request changes. You may review PIPEDA online at www.privcom.gc.ca. If you have any complaints about the procedures in place he will investigate and provide you with a response as soon as practical. A full copy of his Privacy Policy is available upon request.