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FACTS:

WHAT DOES FIRST WESTERN FINANCIAL, INC.
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

When you are no longer our customer, we continue to share your information as described in this notice.

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 First Western Financial, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

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

Does First Western Financial Inc share?

Yes

Can you limit this sharing?

No

Reasons we can share your personal information

For our marketing purposes—
to offer our products and services to you

Does First Western Financial Inc share?

Yes

Can you limit this sharing?

No

Reasons we can share your personal information

For joint marketing with other financial companies 

Does First Western Financial Inc share?

Yes

Can you limit this sharing?

No

Reasons we can share your personal information

For our affiliates’ everyday business purposes—
information about your transactions and experiences

Does First Western Financial Inc share?

Yes

Can you limit this sharing?

No

Reasons we can share your personal information

For our affiliates’ everyday business purposes—
information about your creditworthiness

Does First Western Financial Inc share?

No

Can you limit this sharing?

We don’t share

Reasons we can share your personal information

For our affiliates’ to market to you

Does First Western Financial Inc share?

No

Can you limit this sharing?

We don’t share

Reasons we can share your personal information

For nonaffiliates’ to market to you

Does First Western Financial Inc share?

No

Can you limit this sharing?

We don’t share

Who we are

Who is providing this notice?First Western Financial, Inc. (FWFI); First Western Trust Bank (FWTB);  First Western Merger Corporation; and First Western Capital Management (FWCM)

What we do

How does First Western Financial, Inc. 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. We do not disclose nonpublic information about our potential, current or former clients, except as permitted by law and restrict access to individuals who require it to administer your account(s).

How does First Western Financial, Inc. collect my personal information?We collect your personal information, for example, when you

  • apply for a loan  or  open an account
  • seek financial tax advice or make deposits of withdrawls
  • give us your contact 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 give 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 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.

Definitions

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

  • Our affiliates include financial companies such as
    • First Western Trust Bank (FWTB)
    • First Western Capital Management (FWCM)
    • First Western Merger Corporation

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

  • First Western Financial, Inc. does not share with non-affiliates so they can market to you

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

  • Our joint marketing partners include insurance companies and financial product or service companies

Other important information

For California Residents Only:
In accordance with California Law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by California Law.
For Colorado Residents Only:
In accordance with Colorado State Law (§6-21-103 C.R.S.), First Western Trust Bank offers its customers the option to sign a prior consent form for the limited purpose of allowing the Bank to share your financial records maintained by the Bank with local law enforcement and county departments if the Bank suspects you may be subject to financial exploitation. Please contact the Bank to learn more about this option.

Questions?

Call 877-505-1281  or go to www.myfw.com

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