Privacy Policy

What Does Texas Partners Bank Do With Your Personal Information?

Rev. Date 12/20

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 Account Information Payment History and Transaction History Investment Experience and Risk Tolerance
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 and the reasons Texas Partners Bank chooses to share; and whether you can limit this sharing.

Reasons We Can Share Your Personal Information	Does Texas Partners Bank 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	Yes	Yes
For our affiliates’ everyday business purposes – information about your creditworthiness	Yes	Yes
For our affiliates to market to you	Yes	Yes
For our Non-affiliates to market to you	No	We Do Not Share

To limit our sharing: Call (210) 807-5524 or mail this form.

Questions? Call (210) 807-5524

Who We Are
Who is providing this notice?	Southwest Bancshares, Inc and all companies including: Texas Partners Bank; The Bank of San Antonio Insurance Group; Aspireon Wealth Advisors, LLC; Aspireon Investment Management, LLC; Aspireon Opportunities Fund GP, Inc; and Texas Express Funding, LLC.

What We Do
How does Texas Partners Bank protect my 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. We also maintain other physical, electronic and procedures safeguards to protect this information as we have limited access to information to those employees for whom access is appropriate.
How does Texas Partners Bank collect my information?	We collect your personal information, for example, when you Open an account or deposit or withdraw from your account Apply for a loan or provide account information Give us your income information We also collect your personal information from others such as credit bureaus, affiliates, 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 non-affiliates 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 nonfinancial companies. Our affiliates are Southwest Bancshares, Inc and all companies including Texas Partners Bank; The Bank of San Antonio Insurance Group; Aspireon Wealth Advisors, LLC; Aspireon Investment Management, LLC; Aspireon Opportunities Fund GP, Inc; and Texas Express Funding, LLC.
Non‑Affiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. Texas Partners Bank does not share with nonaffiliates so they can market to you.
Joint Marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Joint marketing partners allow us to offer products and services such as credit cards and other financial investments, products and services.

Affiliates

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

Our affiliates are Southwest Bancshares, Inc and all companies including Texas Partners Bank; The Bank of San Antonio Insurance Group; Aspireon Wealth Advisors, LLC; Aspireon Investment Management, LLC; Aspireon Opportunities Fund GP, Inc; and Texas Express Funding, LLC.

Non‑Affiliates

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

Texas Partners Bank does not share with nonaffiliates so they can market to you.

Joint Marketing

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

Joint marketing partners allow us to offer products and services such as credit cards and other financial investments, products and services.

Definitions

Other Important Information
For Texas Bank Customers: Texas Partners Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Texas Partners Bank should contact the Texas Department of Banking through one of the means indicated below:
In person or U.S. Mail: Texas Department of Banking 2601 North Lamar Boulevard Suite 300 Austin, TX 78705-4294 Telephone number…. 1-877/276-5554 (toll free) Email Address………consumer.complaints@dob.texas.gov Fax Number ………. 512/475-1313 website address…….www.dob.texas.gov