Information we may need
Identity, contact, financial, ownership and service information may be required to understand a client, coordinate requests and meet legal obligations.
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Client information
Privacy
Private client information should be handled with care, purpose and clear responsibility.
Stratum’s privacy approach is based on collecting and using information needed to establish, support and coordinate the private client relationship, subject to applicable law and final privacy documentation.
The offering
How information is used
Information may support relationship management, eligibility processes, provider coordination, service delivery, security and required reporting.
Provider responsibility
Participating institutions and specialists may process information under their own legal responsibilities and privacy terms.
Client control
Clients should be able to request access, correction or appropriate support through the designated private client channel.
Stratum Private Clients App
Use the App for private information and requests.
The Stratum Private Clients App is intended to provide the secure relationship channel for personal information, documents and service requests as those features become available.
This page is an institutional overview and is not a substitute for the final legal privacy notice presented when services are made available.
Explore the App experience