Information We Collect
Claris Advisors collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information Claris Advisors collects may include:
- Information Claris Advisors receives from you on forms (such as name, address, Social Security number, profile documents, assets and income.)
- Information you provide Claris Advisors directly about your personal finances or personal circumstances or which Claris Advisors may receive from brokerage statements or other information you authorize Claris Advisors to receive.
Information Disclosed in Administering Products and Services
Claris Advisors will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. Claris Advisors does not sell any personal information about you to any third party. Claris Advisors will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Claris Advisors has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Claris Advisors maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.