Information We Collect
Modera collects personal information as part of our relationship with you, to provide client services and fulfill legal and regulatory requirements. The type of information Modera collects may include:
- Information Modera receives from you on forms (such as name, address, social security number, profile documents, assets and income); and
- Information you provide Modera directly about your personal finances or personal circumstances or which Modera may receive from brokerage statements or other information you authorize Modera to receive.
Information Disclosed in Administering Products and Services
Modera will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Modera does not sell any personal information about you to any third party. Modera 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
Modera has procedures in place that limit access to personal information to employees who need to know such information to perform business services. In addition, Modera maintains physical, electronic and procedural safeguards to guard your non-public personal information.