Caron Chan, CFP

Caron Chan
Vice President

Experience

  • Bodner Sax Group, Merrill Lynch
  • Bodner Sax Group, UBS

Education
BBA, finance, Baruch College

T: 212-321-4231

Kore Private Wealth, LLC
PORTAL ACCESS ACKNOWLEDGMENT

As a client of Kore Private Wealth, LLC (“KPW”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of KPW Internet web site.  I understand that my participation will allow me to review certain investment-related information published by KPW and unaffiliated third parties.  This password-protected access is made available to clients of KPW free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold KPW harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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