Here’s some sample language that can be used for this purpose. Please be sure to keep a record for the client confirmation.
Hello,
As follow-up to our conversation, I am reaching out to confirm your consent to share your personal information with ModernAdvisor for the purposes of pre-filling your new account details.
This information will include, but may not be limited to, your name, date of birth, address, account details, etc.
ModernAdvisor holds this information in accordance with their privacy policies, which can be found here; https://www.modernadvisor.ca/privacy/
Please reply to this email to confirm your authorization.
Sincerely, Advisor