E-application | Changes to data retention policy

New Business and Underwriting April 15, 2025

Starting April 28, e-applications that haven’t been modified for a period of 12 months will be deleted. This update to our data retention policy reflects our commitment to effective and responsible management of client data, in accordance with market best practices. It also helps us comply with the Personal Information Protection and Electronic Documents Act by limiting the use, disclosure and retention of information.

Important: This change only affects e-applications in the application. Once an application has been submitted, all the documents can be found in Client Documents.

What’s new

ChangeBefore April 28After April 28
Application retention periodUnlimited12 months after the last modification
Criteria for deleting applicationsN/ADate of last modification