General Disclosure
Colliers Securities LLC, Colliers Mortgage LLC, Colliers Funding LLC, Colliers Insurance Agency
LLC and/or any affiliates (“Colliers”) prepared the information accessible herein. By accessing this
information, you agree to the following.
The information contained herein has been compiled from sources believed but not guaranteed to be
accurate, reliable or purported to be complete. The information on this site is not intended to be used
as the primary basis of investment decisions. It is for informational purposes only and is not a
representation by us or an offer or a solicitation of an offer to sell or buy any security. Any opinions
or estimates expressed are statements of judgment on this date and are subject to future change
without notice as is other information.
The materials provided belong to Colliers. They may not be copied, reproduced, republished,
uploaded, posted, altered, transmitted or distributed in any way, without the prior written permission
of Colliers. Clients of Colliers may print, download or display one copy of each report herein solely
for their personal, noncommercial use provided that the reports are kept intact and include all notes,
disclosures and copyright notices. Materials may not be modified or used for any other purposes
without the prior written consent of Colliers. Colliers reserves the right, at its discretion to change,
delete and update portions of this website at any time.
Colliers is not a bank or a credit union, and the products & services Colliers offers are not insured by
the FDIC.
Any quotations provided through this website may be delayed and may not reflect the prices at
which the security may actually be bought or sold. You should not make any decisions to buy or sell
securities based on such quotations.
Because of individual requirements and risk (i.e. credit, liquidity, market, volatility) involved with
securities, securities mentioned herein should not be construed as suitable for all accounts. Any
securities mentioned or perceived recommendations made herein are intended for investors who are
aware of, financially able to bear and suited to the inherent risks involved. Both the general sense
and suitability for individual acquisition or sale of any security should be a matter of discussion
between an investment executive and client before any transactions occur. Colliers does not give
legal or tax advice. Any reference to tax information, such as AMT, may not be applicable to all
clients given different client tax statuses. You should consult your own tax advisor regarding the tax
consequences of a specific transaction.
Income from investments may fluctuate. The price or value of the investments, to which the research
or other information relates, either directly or indirectly, may fall or rise against the interest of
investors. Any prices included herein are indicative only and may vary significantly from prices
available from other sources. An indicative price of a transaction/security/instrument may differ
substantially from an actionable value. Indicative price and availability are subject to change without
notice.
The information or opinions provided by third parties via links from this websites are beyond Collier’s
control. Therefore, they are believed to be reliable, but accuracy and completeness cannot be
guaranteed.
To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.
Materials in the site may not be appropriate for or available in all jurisdictions.
Related to Colliers Mortgage LLC and Colliers Funding LLC, California loans will be made or arranged pursuant to Department of Corporations California Finance Lenders Law license.
Additional information is available upon request.
Colliers Mortgage & Colliers Funding Privacy Policy
At Colliers Funding LLC and Colliers Mortgage LLC (hereinafter referred to as
“Colliers”) client trust is important to us. The safeguard and respect of your financial and
personal information is taken very seriously. In order to maintain that trust, we pledge to
protect your privacy by striving to adhere to the policy outlined below.
What type of information do we collect?
In order to provide quality service, Colliers collects public and nonpublic personal
information. The information we obtain is limited but may come to us through the
following sources:
- Data we receive from you for applications or other forms, whether in writing or electronic transmission. This data could include, but is not limited to: your income, net worth, social security number(s), and address.
- Information such as credit worthiness and credit history we receive from credit bureaus or consumer reporting agencies, or loan information related to previous banking relationships.
- Data from other outside sources relating to their relationship with you that verifies representations made by you.
Restrictions on the Disclosure of Personal Information
There may be times when such information is provided to our affiliates to enable us to
receive services such as accounting, legal and compliance matters. We do not disclose
nonpublic personal information about you to nonaffiliated third parties except as
permitted by law. It is our policy to not provide any non-affiliated businesses with any
information specific to our clients of Colliers for the purpose of marketing or business
leads.
It is our policy that we do not provide current or former customer names and account
information to any outside firms, person or organizations unless: 1) there is a preexisting
relationship you have established (i.e. attorney, accountant); 2) you have provided
authority for us to do so; 3) we have a legal or regulatory obligation to provide such
information.
Sharing with Affiliates for Marketing
We may share information with our affiliates for their marketing servicing to you. This is
defined as companies related by common ownership and control. They can be financial
and nonfinancial companies. As an example, this includes Colliers Insurance Agency
LLC and Colliers Securities LLC. Federal law gives you the right to limit our affiliates
from using your information to market to you.
To Limit our Sharing
To limit our sharing, send an email to FinancialSolutions@Colliers.com or write us at Colliers Funding LLC and/or Colliers Mortgage LLC, Attention: Privacy, 90 South 7th Street, Suite 4300, Minneapolis, MN 55402. Indicate what you wish to opt out of.
Questions? Call 1-800-328-4000 or go to https://www.colliers.com/en/Services/Colliers-Securities.
The Confidentiality, Security, and Integrity of your Information
Personal information is protected in various manners. All employees are subject to a policy regarding client confidentiality. Employees who violate our Privacy Policy are subject to disciplinary process. In addition, our internal systems are secured through encryption technology, passwords, and physical safeguards. We strive to maintain the confidentiality of all personal information.
California Consumer Privacy Act
CCPA | California Consumer Privacy Act (”CCPA”)Privacy Notice Addendum for California Residents |
California Resident’s Right | The California Consumer Privacy Act (“CCPA”) provides rights for California residents to receive information from Colliers Securities LLC (hereinafter referred to as Colliers) information we collect and use about you. This CCPA Privacy Notice addendum also provides information to California residents about what information you can obtain from Colliers. For the full Colliers Privacy Pledge, please go to: https://www.colliers.com |
Right to know what is collected? | The types of personal information we collect and share depend on the product or service you have with us. This information may include but not limited to:
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Right to Request Information Regarding Personal Information Collected and Disclosed | At your request, Colliers will provide a report regarding the information collected, used disclosed and/or Sold* to others in the prior 12 months about you. This will include:
*Colliers does not sell personal information it collects from clients or prospects. |
Right to Request Deletion of Personal information | You may request that Colliers delete personal information it has collected and/or maintains about you. In order for us to delete such information, you need to follow the instructions provided below for submitting a Request to delete your personal information. Upon receipt of a request, (as long as we have no obligation or right to keep your personal information despite your right to request deletion), Colliers will have you confirm your previously submitted request to delete your information, as required by law. Once confirmed, we will start the process of deleting your personal information and we will also instruct all of our service providers or Affiliates that maintain your personal information on our behalf to also delete your personal information from their records. |
How to Submit Request for Information Collected, Disclosed or for Deletion | To request that we delete such information, you need to send an email to: FinancialSolutions@Colliers.com or write us at: Colliers Securities LLC Attention: California Privacy Inquiry 90 South 7th Street, Suite 4300 Minneapolis, MN 55402. When requesting personal information collected, disclosed or to delete, you must include ALL of the following information:
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California Resident's Rights |
Right to know Colliers’s Sale of Your Personal Information | Colliers does not sell personal information it collects from clients or prospects. |
Right to Opt-Out of Sale of Personal information | While Colliers does not sell client’s personal information to others, you have the right to direct businesses that does sell your personal information to stop selling your personal information and to refrain from doing so in the future. |
Right to Non-Discrimination | Colliers shall not discriminate against you by altering the price of any of its products or services because you chose to exercise any of your rights under the CCPA. |