Privacy Policy   

Our Commitment To Your Financial Privacy

The CoBiz Financial family of financial service providers is dedicated to protecting your personal financial information. Our affiliates include

  • Arizona Business Bank
  • Alexander Capital Management Group
  • CoBiz Insurance Inc.
  • CoBiz Trust
  • Colorado Business Bank
  • Financial Designs Ltd.
  • Green Manning & Bunch, Ltd.
You have placed valuable personal information in our care and we vow to maintain the confidentiality of your information. Please keep the following in mind as you read this disclosure:
  • Our commitment is to the personal information we have collected about you.
  • We collect and disclose your personal information only as allowed by law.
  • We are dedicated to security procedures designed to protect your personal information.
  • Access to your personal information is limited to those employees with a need to know so we can deliver the products and services you have requested.
  • We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.
  • Our practice is to continually develop product lines and services through the CoBiz Financial family that are tailored to meet our customers' needs. Therefore, we may disclose non-public information about your accounts and transactions with us to our affiliates. Please be assured this information is shared only when we believe it would benefit you and it is carefully screened by your account officer/agent to ensure that only the necessary information is shared. In addition, we reserve the right to disclose this information to future affiliates of CoBiz Financial such as securities brokers, insurance agents, private money managers and other financial service providers.
  • We do not disclose personal information about our customers or former customers except as disclosed in this policy or allowed by law. We do not sell your personal information to anyone.
  • Other financial service providers may share your personal financial information with others provided they have disclosed it to you and you have not expressly prohibited them from doing so. This is commonly known as "opting out". We have chosen instead not to share this information outside of our affiliates sparing you the inconvenience of having to "opt out".

The Information We Collect About You and Where We Get It

  • Information you have disclosed to us on product and service applications including financial information such as assets, debts and earnings, or vital personal information such as your name, address, Social Security Number and health information.
  • Information from your accounts and transactions with us or our affiliates including the types of your accounts and policies, payment/deposit history and transaction activity. The Fair Credit Report ing Act allows us to share this information with our affiliates.
  • Information we receive from a consumer reporting agency regarding credit history, relationships you maintain with other financial service providers, motor vehicle reports and loss history reports.
This non-public personal information is collected so we may
  • provide you with products and services you have requested.
  • identify you so that you, and only you, have access to your information.
  • comply with the regulations and laws of the financial services industry.

Contact

CoBiz Trust
821 17th Street
Denver, CO 80202
720.264.5711