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Privacy Policy

NOTICE REGARDING THE PRIVACY OF YOUR PERSONAL INFORMATION WITH JOHNSON FINANCIAL GROUP
This Privacy Policy applies to the following Johnson Financial Group affiliates: Johnson Bank, Johnson Insurance Services, LLC, and Cleary Gull Advisors Inc.  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 notice may be amended from time to time at our discretion. If you have questions, comments or complaints about the privacy of information about you, please contact: Johnson Financial Group, 555 Main Street, Suite 060, Racine, WI 53403, 888.769.3796, jcsc@johnsonbank.com. This is not a secure email 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
NOTE: This section of our 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 section of our Privacy Policy does not apply to individuals who seek to obtain, obtains or have obtained financial products or services from us for primarily business purposes, and does not apply to any of our corporate customers.

The Fair Credit Reporting Act permits you to direct us not to share certain information among the Johnson Financial Group affiliates. 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 060, 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 section of this notice.

REV 6.16

Johnson Bank

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