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Privacy Policy - Use of Personal Data

Financial Institution - Long Form

This document is a template of Privacy Policy for Financial Institution. It can also be drafted as a Notice on Use of Personal Data. This document specifies the details of the collection of data, use of data, disclosure of data and etc. This document is drafted in Long Form. 

The personal data provided by client to the Company and in any documentation which comes into existence as a result of client’s opening or maintaining of the Account with the Company, will be used by the Company for the stated purposes.

It is obligatory for the client to provide the personal date as required by the Company. The Company may also disclose to its agents and associations such information that the Company deems necessary to operate the client's account.


How to use the document?

This document should be carefully read by the financial institution 

This document should be regularly updated on the revision date, and the users should be given notice before the new privacy policy rules replace the existing privacy policy.


How to tailor the document for your need? 

  1. Create Document: Click on “Create document” button and fill in the details of the parties. You can click the “Fill with Member’s Information” button to complete the party’s information with your personal or business information saved to your account. 

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please get all parties to review the document carefully and make any final modifications to ensure that the details are correct before signing the document. Each party should have a copy of the executed document.

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Personally Identifying Information
privacy policy template

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