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Home > Privacy Information > Privacy Policy

Johnson Financial Group Privacy Policy
September 2007

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 Privacy Manager
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, trust and asset management 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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