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1. Parties: Identification of the disclosing and receiving parties, including full legal names and addresses
2. Background: Context of the agreement, nature of the insurance business relationship, and purpose of information sharing
3. Definitions: Detailed definitions including Confidential Information, Personal Information (as per PIPEDA), Insurance Data, Trade Secrets, and other key terms
4. Scope of Confidential Information: Detailed description of what constitutes confidential information in the insurance context, including customer data, underwriting information, and business processes
5. Obligations of Receiving Party: Core confidentiality obligations, including handling, storage, and protection of insurance-related confidential information
6. Permitted Disclosures: Circumstances under which confidential information may be disclosed, including regulatory requirements and legal obligations
7. Data Security Requirements: Specific security measures required for protecting insurance-related data and personal information
8. Return or Destruction of Confidential Information: Requirements for handling confidential information upon termination or request
9. Term and Termination: Duration of the agreement and conditions for termination
10. Breach and Remedies: Consequences of breach and available remedies, including specific provisions for insurance data breaches
11. General Provisions: Standard clauses including governing law, jurisdiction, assignment, and entire agreement
1. Regulatory Compliance: Additional section for specific regulatory requirements when dealing with regulated insurance entities
2. Third Party Access: Required when third-party service providers or contractors may need access to confidential information
3. Cross-Border Data Transfers: Necessary when confidential information may be transferred outside of Canada
4. Audit Rights: Optional section granting rights to audit compliance with the agreement
5. Insurance Requirements: Specific insurance coverage requirements for the receiving party
6. Survival Clauses: Detailed provisions about which obligations survive termination
7. Data Breach Notification: Specific procedures for handling and reporting data breaches
1. Schedule A - Categories of Confidential Information: Detailed list of specific types of insurance-related confidential information covered
2. Schedule B - Security Protocols: Detailed security requirements and protocols for handling confidential information
3. Schedule C - Authorized Representatives: List of individuals authorized to access confidential information
4. Schedule D - Data Handling Procedures: Specific procedures for handling different types of insurance data
5. Appendix 1 - Approved Third Party Recipients: List of approved third parties who may receive confidential information
6. Appendix 2 - Required Security Standards: Technical standards and certifications required for data protection
Insurance
Financial Services
Healthcare
Technology
Professional Services
Risk Management
Data Analytics
Financial Technology
Consulting
Regulatory Compliance
Legal
Compliance
Risk Management
Underwriting
Claims Processing
Information Technology
Data Protection
Business Development
Operations
Product Development
Actuarial
Privacy Office
Information Security
Customer Relations
Administrative Services
Insurance Underwriter
Claims Manager
Risk Manager
Compliance Officer
Actuarial Analyst
Insurance Broker
Chief Risk Officer
Data Protection Officer
Business Development Manager
IT Security Manager
Legal Counsel
Operations Director
Product Manager
Chief Privacy Officer
Insurance Administrator
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