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Definitions

Definitions


Affiliates


Companies related by common ownership or control. They can be financial and non-financial companies.
EXB does not share with our affiliates.

Definitions


Non-affiliates


Companies not related by common ownership or control. They can be financial and non-financial companies.
Non-affiliates we share with can include insurance companies and direct marketing companies.

Definitions


Joint Marketing


A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
EXB doesn't jointly market.