Are you a California Resident? *

You must be a California resident to submit this request. The CCPA does not apply to non-California residents.

Yes

No

Type of Request *

Right to Know/Access Data

Right to Delete Data

Right to Correct Data

What is your association with Petrarch? *

Check all that apply

Services currently or previously offered through my employer/former employer

Client, working one-on-one with a planner/advisor

Former client

Prospective client

Participated in a research study

Employee, former employee, contractor, former contractor or applicant

Engaged with Petrarch representing a business, in a business to business capacity

Other

Name *

First Name

Last Name

Phone *

Country

(###)

###

####

Address of Residence *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

About your personal information *

The information you provide here will be processed soley for the purpose of verifying your identity and residency, identifying the information you’re requesting, and answering your request.

I Understand

How we will process your request *

We will answer your request within 45 days; however, we may require an extension of an additional 45 days to complete your request under certain circumstances. If an extension is needed, we will notify you within the initial 45 days. The processing of this request is free of charge. Please note that we may refuse to act, as allowed within the CCPA, if a request is insufficiently substantiated, unfounded, or excessive. If we are unable to process the request for the above reasons, we will notify you. By submitting this form and signing up for texts, you consent to receive UCaaS Low Volume text messages for Customer Care and Delivery Notifications from Petrarch LLC at the number provided. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP. Reply HELP for help.

I Understand