Rev. July 2023

FACTS WHAT DOES EVERGREEN BANK GROUP DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and payment history
  • Credit history and credit scores
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Evergreen Bank Group chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does Evergreen Bank Group share? Can you limit this sharing?

For our everyday business purposes -

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes No

For our marketing purposes -

to offer our products and services to you

Yes No
For joint marketing with other financial companies Yes No

For our affiliates' everyday business purposes -

information about your transactions and experiences

No We don't share

For our affiliates' everyday business purposes -

information about your creditworthiness

No We don't share
For our affiliates to market to you No We don't share
For nonaffiliates to market to you Yes Yes
To limit our sharing

Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Questions? Call 888-505-2265 or go to Evergreenbankgroup.com

 

Who We Are
Who is providing this notice? The U.S. consumer financial company of Evergreen Bank Group family, including FreedomRoad Financial and Performance Finance.
What We Do
How does Evergreen Bank Group protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Evergreen Bank Group collect my personal information?

We collect your personal information, for example, when you

  • Open an account or make deposits or withdrawals from your account
  • Pay your bills or apply for a loan
  • Use your debit card

We also collect your personal information from others, such as credit bureaus, or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. (see below for more on your rights under state law)

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account.

Definitions
Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Evergreen Bank Group does not share with our affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

  • Nonaffiliates we share with can include companies such as motorsport manufacturers, retailers, auctions, and lenders.
Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners may include credit card companies.
Other Important Information
VT: Accounts with a Vermont mailing address are automatically treated as if they have limited the sharing as described on page 1. For joint marketing, we will only disclose your name, contact information and information about your transactions.CA: Accounts with a California mailing address are automatically treated as if they have limited the sharing with nonaffiliates as described on page 1. CA residents are provided a CA notice for additional choices. NV: We are providing you this notice pursuant to Nevada law. If you prefer not to receive marketing calls from us, you may be placed on our Internal Do Not Call List by calling 1-888-505-2265, or by writing to us at 1515 West 22nd Steet Suite 100W, Oak Brook IL. 60523. You may also contact the Nevada Attorney General’s office: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; telephone number: 1-702-486-3132; email [email protected].