Handling of Personal Information by Staff

 

BREB endeavors to maintain adequate physical, procedural and technical security with respect to its office and information storage facilities so as to prevent any loss, misuse, unauthorized access, disclosure, or modification of Personal Information.

 

BREB further protects Personal Information by restricting access to Personal Information to those employees and External Associates that the management of BREB has determined need to know that information in order that BREB may provide its services. BREB has a policy under which employee misuse of Personal Information is treated as a serious offence for which disciplinary action may be taken.

 

BREB attempts to strike a reasonable balance between security and convenience. Staff will receive requests from members, in person, in writing, bye-mail or by telephone, for Personal Information that the Board maintains on each member. The best examples are a member's account information and education information.

 

Personal Information requested or provided by telephone should not be released or accepted to amend Board records until reasonable steps have been taken to verify the identity of the person requesting or providing the Personal Information. An example would be to request the member's password, as this information can be verified from the membership database and is known only to the Board staff and the member, before either providing the information verbally or sending it by mail, fax or e-mail or using the information provided to update the member's Personal Information. Personal Information may only be provided to the individual, not to anyone else in the individual's firm, including the manager, office secretary or a co-worker. Where feasible, document consent to gather or disclose Personal Information when such consent is provided verbally.

 

Staff will frequently receive requests from the public to either verify if someone is a member or to locate that member. It is permissible to confirm merely that someone is a member and if required, provide the member's business contact information as displayed on the Board's public website.

 

Please refer to the policies on

i)                    Information Security,

ii)                   Physical Security,

iii)                 Record Retention,

iv)                Collection, Use and Disclosure of Personal Information, Employee Privacy Policy

v)                  the Board's Privacy Policy for further information on how Personal Information is handled by employees.