Edward Jones Trust Company Privacy Policy

A Unique Understanding of Your Financial Needs
At Edward Jones Trust Company, we believe our ability to offer trust services and sound investment advice depends on our ability to know and understand your needs. Your financial advisor plays a key role
in developing that understanding. However, as a firm, Edward Jones Trust Company also uses technology to manage, maintain and report timely and accurate information about your accounts.

Confidentiality is the key to any strong financial relationship. We are very serious about our responsibility to protect your privacy by keeping information secure and confidential. We’re providing this notice in accordance with the law requiring that we inform all clients of our processes for collecting, using, disclosing and protecting information.

For Your Protection
It is important that you know one thing up front: Edward Jones Trust Company does not sell any information about our clients to anyone.

In addition, we take steps to protect the personal information we collect and maintain. Access to personal information is granted to individuals only to provide services to clients, or to serve another legitimate business need. We have developed security measures to help protect your personal information from unauthorized access, destruction, loss, or alteration. Please assist us by safeguarding information about your account including the number of your account and any PIN(s) or password(s) you use to access your account or information about it. The following are the processes we use to collect information, as well as the steps taken to limit the ways in which that information is shared or communicated.

Information Collection
To better understand your need for trust services, Edward Jones Trust Company collects personal information from a variety of sources. This information falls into five categories:

1. Information we receive from you via
   applications, surveys or other forms. This
   information could include, but is not limited to, your name, address, Social Security number and income.
   
   
2. Information about your transactions and account experience with Edward Jones Trust Company or our affiliates. This information may include your account balance, account activity and usage of various services. Edward Jones is an example of an affiliate.
   
   
3. Information about you or your transactions and account experience with nonaffiliated third parties, such as providers of mutual funds, annuities, insurance or other investments and services offered through Edward Jones Trust Company, or those third parties assisting us in various aspects of account administration.
   
   
4. Information we collect from other non-affiliated
   third parties, such as marketing research firms. This information frequently includes demographic information, as well as preferences and opinions regarding various financial topics.
   
   
5. Information we receive from a consumer
   reporting agency, which may include account
   information and/or information about your
   creditworthiness.

Guidelines for Information Disclosure
We do not disclose any personal information about our clients or former clients to anyone, except as required or permitted by law. For example, we are occasionally required to provide information to consumer reporting
agencies, to regulatory agencies or to third parties in response to court orders.

In addition, it is often necessary to share client
information with other companies, including our affiliates, that assist us with a variety of business activities, including:

• Account administration
• Client service
• Transaction processing
• Processing and delivery of account statements
• Research and analysis
• Delivery of investments and services

For example, we may disclose certain information to a mutual fund company, insurance company or transfer agent to complete a transaction on your behalf.

To make you aware of the full range of services available through Edward Jones Trust Company or our affiliates, we may disclose information (as described in the “Information Collection” section) to companies that perform services on our behalf, or to other financial institutions with which we have joint marketing agreements. For example, firms that work with us to market Edward Jones-branded investments and services, such as mortgages and credit cards, have access to certain information. However, those companies are prohibited from using that information to market any other products and services to you. Information provided to them is protected by strict confidentiality agreements.

An Ongoing Commitment
Clients will receive our privacy notice on an annual basis. In addition, it is available on our Web site, www.edwardjones.com. You also may visit our Web site to view a privacy statement related specifically to online media.

We hope this information is useful to you. Confidentiality is the key to a strong relationship
between you and Edward Jones Trust Company, and we are committed to protecting your privacy.

If you need clarification regarding this policy,
please contact us at 1-800-445-7224.