Colliers Insurance | Disclosures

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.

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Colliers Insurance Privacy Policy

At Colliers Insurance Agency LLC 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 Insurance Agency LLC 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.
  • 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 Insurance Agency LLC 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 Funding LLC, Colliers Mortgage 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 Insurance Agency 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://www2.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.

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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://www2.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:

  • Social Security number and personal contact information, such as address, phone number, etc.
  • Financial Information, such as risk tolerance, finance goals or Assets and Income
  • Personal data (e.g., age, marital status or employment status)
  • Professional Data (e.g., occupations, employers or work history)
  • Account balances and transaction history
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:

  • Personal information we have collected about you;
  • Personal information we have about you;
  • Sources from which personal information is collected;
  • Reason for collecting or sharing personal information;
  • Identification of third-parties with whom Colliers shares your personal information

*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:

  1. First and Last Name
  2. Mailing address (street, city, state and zip code)
  3. Email address
  4. Phone number
  5. Customer or Account Number
Upon receipt of your request, Colliers must verify the request. Colliers will acknowledge our receipt of your request within 10 days, and we have forty-five days to respond to you or request that you confirm your request to delete information we hold. If reasonably necessary to respond to your request, Colliers may extend the deadline for our response to you by an additional 30 days, and if we chose to do so, we will notify you.
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.

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