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Services

TI will not share the information about the user with third parties unless required by law or to protect the safety of the public and the users of this web site.

TI and its divisions are committed to providing investors with the highest standard of service. As part of our commitment, we strive to protect your privacy and the confidentiality of personal information that you provide to us. Our information handling practices comply with applicable privacy laws.

The following is a description of our privacy policy regarding the collection, use and disclosure of personal information that you provide to us or that is shared with us from other sources. For your convenience, our Privacy Policy is set out in a question and answer format:

1. What is Personal Information and Why Do We Need it?

Personal information refers to information that identifies you. It may include information such as your age, marital status, employment history, social insurance number, credit history, home address, personal email address and home telephone number.

We require your personal information in order to establish a relationship with you and provide you with the best possible service. Your signature, financial history, current financial position, social insurance number, age and other similar personal information allow us to:

  • establish your identity;
  • assess your eligibility for our investment products and services;
  • continue to offer you the full range of products and services that we believe meet your changing needs; and
  • protect you and us from error and fraud.

In addition, we require your personal information in order to allow us to meet regulatory or contractual requirements relating to the products and services provided to you.

2. How Do We Obtain Your Personal Information?

Personal information is received by us from you or from your representative with your consent. Other sources from which we may receive your information with your consent include, but are not limited to, our affiliates and other financial institutions, etc.

3. How Do We Use Your Personal Information?

We may use your personal information for the following purposes:

  • To identify you;
  • To ensure our records are accurate;
  • To establish and administer your account;
  • To execute your transactions;
  • To maintain, store, record and determine your account holdings and transaction records;
  • To verify previously given information when necessary;
  • To provide you and your representatives with account statements/information;
  • To provide you with quality customer service and support on your investment needs;
  • To develop and offer additional products and services that we feel may be of interest to you;
  • To meet legal and regulatory requirements.

4. Where is Your Personal Information Kept?

Your personal information may be kept in electronic, microfilm or paper format at the offices of TI, its affiliates or its third-party service providers. Your information may also be kept in secure off-site storage facilities.

5. Who Do You Contact About Privacy Concerns?

Should you have a complaint, please contact our Customer Support Center at:

CSupport@trustinvesta.net

We reserve the right to change or remove this privacy policy at our discretion. If we decide to change it, we will post those changes here. We encourage you to visit this area frequently to stay informed. If you access our web site after we have posted changes to this policy, you are agreeing to accept the changes.