Financial services have changed dramatically in recent years. Clients today look to us to provide responsible and reliable financial services and value-added advice. Having up-to-date and accurate information helps us provide you with the best possible service and financial recommendations and to offer additional products and services we believe might be of benefit to you.
Personal Information
Personal information is financial and other information that refers to you specifically. With your consent, we may gather personal information from you in person, at a branch, over the telephone or by corresponding with you via mail or the Internet.
The type of information we usually collect and maintain in your client file may include your:
Personal Clients
Name
Mailing Address
E-mail Address
Telephone Number
Social Insurance Number
Date of Birth
Place of Employment
Annual Income
Credit History
Transaction History
Health Information
For business clients, information may include:
Business Clients
Business Name
Business Address
Business Telephone Number
Business E-mail address
Name(s) of Owner(s), Officer(s) and Director(s)
Industry Type
Financial Status
The choice to provide us with personal and financial information is always yours. In financial dealings, however, your decision to withhold particular details may limit the services we are able to provide and make it more difficult for us to advise you or suggest appropriate alternatives.
If we are unable to accommodate your request based on the information that has been provided, we may ask for additional details in order to identify other ways to be of assistance. In some instances, RBC may also maintain a file containing contact history that is used for client inquiry purposes.
To view examples demonstrating common customer activities and the information required to fulfill the request, please click here.
Other Information
It is our goal to continuously improve our service offerings to you. Therefore, we routinely collect information gathered from surveys, public archives and Web sites to help us understand the interests of our clients and to manage our risks.
The nature of the Internet is such that certain information about your computer is automatically generated, collected and logged by Web servers. This information may include the Internet Protocol (IP) Address assigned to your computer by your Internet Service Provider (ISP), the type of browser you are using, the general location of your computer, and Web pages visited. We may use this information to monitor Web site usage, resolve technical issues, improve functionality, evaluate Web site popularity and to detect fraud.
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