Information We Collect
Curi collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Curi collects may include:
• Information Curi receives from you on forms (such as name, address, Social Security number, profile documents, assets, and income);
• Information you provide Curi directly about your personal finances or personal circumstances or which Curi may receive from brokerage statements or other information you authorize Curi to receive.
• Information Disclosed in Administering Products and Services
Curi will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Curi does not sell any personal information about you to any third party. Curi 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
Curi 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, Curi maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.