Security and access

We appreciate that medical information is sensitive and we are committed to preserving applicants' privacy. (Please view our Privacy Policy). This is why we secure applicant information by SSL Verisign and make it accessible via our website to authorised financial advisors and insurer personnel. We use two levels of security to enable:

• checking of correctness of applicant details
• progress of the application through the system
• memos and updates to keep others informed
• communication between the applicant, Pathrec staff, the financial advisor and the insurer, ensuring that information is available only to those who need to know

Financial Planners have access to:

• Clients
• Memo Updates/communication
• Personal Statement (Telecheck Only)
• Appointment time
• Pathrec Staff attending

Insurers have access to:

• All the above
• Results/Reports as they are received
• Digital Recordings of Tele-interviews