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  2. Financial privacy laws in the United States - Wikipedia

    en.wikipedia.org/wiki/Financial_privacy_laws_in...

    The act required that the U.S. government deliver a legal notice to a customer or receive consent from a customer before they can legally access their financial information. [4] Customers must also be informed that they have the ability to challenge the government when the government is actively trying to access their financial information.

  3. Record to report - Wikipedia

    en.wikipedia.org/wiki/Record_to_report

    Record to report or R2R is a Finance and Accounting (F&A) management process which involves collecting, processing and delivering relevant, timely and accurate information used for providing strategic, financial and operational feedback to understand how a business is performing. [1]

  4. FTC fair information practice - Wikipedia

    en.wikipedia.org/wiki/FTC_fair_information_practice

    For example, customers provide their health information such as their social insurance number or health card number while making on-line an appointment for a dental check-up. Customers are commonly asked to sign an agreement stating that a ‘third-party may have an access to the information you provide under certain conditions.’

  5. US financial markets watchdog to collect data on bilateral repo

    www.aol.com/news/us-financial-markets-watchdog...

    The Office of Financial Research (OFR), a U.S. Treasury Department-based research powerhouse, said on Monday it has adopted a final rule that will allow it to collect data on certain transactions ...

  6. Terms of Service - AOL Legal

    legal.aol.com/legacy/terms-of-service/full-terms/...

    If you register for a fee-based Service, you must designate a payment method and provide us with accurate billing and payment information. All billing information, including payment method, must be kept up to date. We will bill you for all fee-based Services through the payment method that is associated with any of your fee-based Services.

  7. Know your customer - Wikipedia

    en.wikipedia.org/wiki/Know_your_customer

    Section 326 of the USA Patriot Act requires banks and other financial institutions to have a Customer Identification Program (CIP). Financial institutions must collect four pieces of identifying information about its customers including: Name; Date of birth; Address; Identification number

  8. Fair Credit Reporting Act - Wikipedia

    en.wikipedia.org/wiki/Fair_Credit_Reporting_Act

    Under the FCRA, creditors who furnish information about consumers to consumer reporting agencies must: [12] Provide complete and accurate information to the credit reporting agencies; Investigate consumer disputes received from credit reporting agencies; Correct, delete, or verify information within 30 days of receipt of a dispute; and,

  9. I’m a Financial Advisor: Here Are Answers to the Most ... - AOL

    www.aol.com/m-financial-advisor-answers-most...

    To start, gather all your financial information and track your income and expenses for a month to understand your spending patterns. Next, set clear financial goals, such as saving for emergencies ...