Do Not Call List (DNCL) and Telemarketing Rules

Obligations

Check phone numbers against the national DNCL and your own internal do not call (DNC) list before making any unsolicited calls, including those resulting from referrals. If the number is on either list, you must obtain express consent from the individual(s) before calling. If you make unsolicited calls, on your own behalf, you must also:

Register with the DNCL operator.

Subscribe to the national DNCL.

Provide specified caller identification.

Be responsible for those calling on your behalf (associate advisors, operations team members, etc.)

Place calls only within defined hours.

When making unsolicited calls, you must not identify yourself as representing or calling on behalf of BridgeForce Financial Group. Exemptions from the national DNCL rules (telemarketing rules still apply):

Calls to businesses about group products.

Unsolicited calls for the purpose of solicitation where there is an existing business relationship.

The definition of an existing business relationship is available on both the CLHIA and CRTC websites.
Exclusions (neither DNCL nor telemarketing rules apply):

Service calls

Survey calls

Canadian Radio-television and Telecommunications Commission

Canadian Life and Health Insurance Association Inc.