Johnson Financial Group Privacy Policy
September 2009
Notice Regarding the Privacy of Your Financial
Information
This Privacy Policy applies to the following Johnson Financial
Group affiliates: Johnson Bank and Johnson Insurance Services,
LLC.
Introduction
In this notice, each of the companies that make up Johnson
Financial Group, Inc. is referred to as "we," "our," or "us."
This notice is intended to describe how we collect, maintain,
disclose and dispose of customer information. This Privacy Policy
applies to you if you are an individual who seeks to obtain,
obtains or has obtained a financial product or service from us
primarily for personal, family or household purposes. This Privacy
Policy does not apply to individuals who seek to obtain, obtain or
have obtained financial products or services from us for primarily
business purposes, and does not apply to any of our corporate
customers.
This notice may be amended from time to time at our discretion.
If you have any questions, comments or complaints about the privacy
of information about you, please contact:
Johnson Financial Group
555 Main Street
Suite 90
Racine, WI 53403
888.769.3796
jcsc@johnsonbank.com*
*This is not a secure e-mail facility.
Gathering of Information and Use
We collect nonpublic personal information about you from the
following sources:
- Information we receive from you on account applications or
other forms;
- Information about your transactions with us, our affiliates, or
others; and
- Information we receive from a consumer reporting agency.
We may disclose all of the information we collect, as described
above, about you or our former customers to Johnson Financial Group
affiliates that are insured depository institutions, insurers, and
providers of investment and trust services.
Except for information related to fiduciary trust relationships,
we may disclose all of the information we collect, as described
above, about you or our former customers to companies that perform
marketing services on our behalf or to other financial institutions
with whom we have joint marketing agreements.
We may also disclose all of the information we collect as
described above, about you or our former customers to others
outside of Johnson Financial Group, as permitted by law.
Your Right to Opt Out of Having Certain Information
Shared with Our Affiliates
The Fair Credit Reporting Act permits you to direct us not to
share certain information among the Johnson Financial Group
companies. Specifically, you can tell us not to share information
that is unrelated to your transactions or experiences with us. This
may include information you have provided to us or information we
obtain from unrelated third parties to determine your eligibility
for products (for example, credit bureau reports). To notify us not
to share this information you must contact us in writing, with your
name, Social Security Number, address, and account type and number.
Your notice should be mailed to:
Johnson Financial Group
Fair Credit Reporting Act Notice
555 Main Street
Suite 90
Racine,WI 53403
If you have previously provided us with a notice not to share
information, you do not have to provide it to us again.
Confidentiality and Security
We restrict access to nonpublic personal information about you to
those employees who need to know that information to provide
products or services to you. We maintain physical, electronic and
procedural safeguards that comply with federal banking/financial
services regulations to guard your nonpublic personal
information.
Maintaining Accurate Information
We strive to maintain complete, accurate and current information
on our customers. If you believe any information in your customer
records with us is insufficient, inaccurate, or out of date, please
contact us as provided in the introductory paragraph of this
notice.
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