INFORMATION THAT WE COLLECT. Information about consumers is accumulated from a variety of sources. Some information is provided to First Trust Retirement directly by customers themselves. First Trust Retirement develops other data as a function of providing a product or service to a customer. Still other information is obtained from outside sources. We will limit the use and collection of information about our customers to that which is necessary to administer our business and provide superior service. This means that we will use information to help us identify and mitigate potential risks or loss to First Trust Retirement only in accordance with the principles set out in this policy.
Appears in 63 contracts
Samples: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
