Most sites just have a page with a huge bunch of tables. This should be included on all sites by default, but if yours is missing it, the full content/JSON is included here.
The tables’ styling should all be covered by the base/default table styles.
Some sites will prefer to use a PDF that they provide instead, which is less likely to be ADA compliant, but that’s their choice and we can at least say we made the table for them before they, presumably, deleted it for the PDF. Insert Kermit-sipping-tea meme.
Full JSON Snippet for make.json (to be put in “pages” section)
Make sure to use ctrl+F/cmd+F to find-and-replace the instances of [Financial Institution] in the content.
{
"category":"",
"url":"privacy-policy",
"templateId":"blank",
"title":"Privacy Policy",
"content": [
{
"name": "bodyCopy1",
"content": "<h2>What Does [Financial Institution] Do With Your Personal Information?</h2><p class=\"sm mb-1 text-right\"> Rev. Date 9/14</p><div><table class=\"table\"><tbody> <tr> <th> Why? </th> <td> 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. </td> </tr> <tr> <th> What? </th> <td> The types of personal information we collect and share depend on the product or service you have with us. This information can include: <ul> <li> Social security number </li> <li> Account balances </li> <li> Payment history </li> <li> Checking account information </li> <li> Overdraft history </li> </ul> When you are no longer our customer, we continue to share your information as described in this notice. </td> </tr> <tr> <th> How? </th> <td> 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 [Financial Institution] chooses to share, and whether you can limit this sharing. </td> </tr> </tbody> </table> <table class=\"table\"><thead> <tr> <th> Reasons We Can Share Your Personal Information </th> <th> Does [Financial Institution] Share? </th> <th> Can You Limit This Sharing? </th> </tr> </thead> <tbody> <tr> <td> <strong> For our everyday business purposes </strong> – <br> such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus </td> <td> <strong> Yes </strong> </td> <td> <strong> No </strong> </td> </tr> <tr> <td> <strong> For our marketing purposes </strong> – <br> to offer our products and services to you </td> <td> <strong> Yes </strong> </td> <td> <strong> No </strong> </td> </tr> <tr> <td> <strong> For joint marketing with other financial companies </strong> </td> <td> <strong> No </strong> </td> <td> <strong> We Do Not Share </strong> </td> </tr> <tr> <td> <strong> For our affiliates’ everyday business purposes </strong> – <br> information about your transactions and experiences </td> <td> <strong> No </strong> </td> <td> <strong> We Do Not Share </strong> </td> </tr> <tr> <td> <strong> For our affiliates’ everyday business purposes </strong> – <br> information about your creditworthiness </td> <td> <strong> No </strong> </td> <td> <strong> We Do Not Share </strong> </td> </tr> <tr> <td> <strong> For our affiliates to market to you </strong> </td> <td> <strong> No </strong> </td> <td> <strong> We Do Not Share </strong> </td> </tr> </tbody> </table> <table class=\"table\"><thead> <tr> <th colspan=\"2\"> What We Do </th> </tr> </thead> <tbody> <tr> <td> <strong> How does [Financial Institution] protect my information? </strong> </td> <td> 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 restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you. </td> </tr> <tr> <td> <strong> How does [Financial Institution] collect my information? </strong> </td> <td> We collect your personal information, for example, when you <ul> <li> Open an account or deposit or withdraw from your account </li> <li> Apply for a loan or provide account information </li> <li> Give us your income information </li> </ul> We also collect your personal information from others such as credit bureaus, affiliates, or other companies. </td> </tr> <tr> <td> <strong> Why can’t I limit all sharing? </strong> </td> <td> Federal law gives you the right to limit only <ul> <li> Sharing for affiliates’ everyday business purposes –information about your creditworthiness </li> <li> Affiliates from using your information to market to you </li> <li> Sharing for non-affiliates to market to you </li> </ul> State laws and individual companies may give you additional rights to limit sharing. <br> (See below for more on your rights under state law.) </td> </tr> </tbody> </table> <table class=\"table\"><thead> <tr> <th colspan=\"2\"> Definitions </th> </tr> </thead> <tbody> <tr> <td> <strong> Affiliates </strong> </td> <td> Companies related by common ownership or control. They can be financial and non-financial companies. [Financial Institution] does not share with affiliates. </td> </tr> <tr> <td> <strong> Non‑Affiliates </strong> </td> <td> Companies not related by common ownership or control. They can be financial and non-financial companies. [Financial Institution] does not share with non-affiliates. </td> </tr> <tr> <td> <strong> Joint Marketing </strong> </td> <td> A formal agreement between non-affiliated financial companies that together market financial products or services to you. [Financial Institution] does not jointly market. </td> </tr> </tbody> </table> <table class=\"table\"><thead> <tr> <th colspan=\"2\"> Other Important Information </th> </tr> </thead> <tbody> <tr> <td> In accordance with California law, [Financial Institution] will not share information we collect about California residents with companies outside of [Financial Institution], except as permitted by law, such as legal processes or as required to service your account. We will limit sharing within our company to the extent required by applicable California law. </td> </tr> </tbody> </table></div>"
}
]
}
Table Code Only (to paste into CMS code view)
Make sure to use ctrl+F/cmd+F to find-and-replace the instances of [Financial Institution] in the content.
<h2>What Does [Financial Institution] Do With Your Personal Information?</h2>
<div>
<table class="table">
<tbody>
<tr>
<th>Why?</th>
<td>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.</td>
</tr>
<tr>
<th>What?</th>
<td>
<div>The types of personal information we collect and share depend on the product or service you have with us. This information can include:</div>
<ul>
<li>Social Security number and income<br /></li>
<li>Account balances and transaction history<br /></li>
<li>Credit history and credit scores</li>
</ul>
<div>When you are no longer our customer, we continue to share your information as described in this notice.</div>
</td>
</tr>
<tr>
<th>How?</th>
<td>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 [Financial Institution] chooses to share; and whether you can limit this sharing.</td>
</tr>
</tbody>
</table>
<table class="table">
<thead>
<tr>
<th>Reasons We Can Share Your Personal Information</th>
<th>Does [Financial Institution] Share?</th>
<th>Can You Limit This Sharing?</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> For our everyday business purposes </strong> – <br />such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus</td>
<td><strong> Yes </strong></td>
<td><strong> No </strong></td>
</tr>
<tr>
<td><strong> For our marketing purposes </strong> – <br />to offer our products and services to you</td>
<td><strong>No</strong></td>
<td><strong>We don't share</strong></td>
</tr>
<tr>
<td><strong> For joint marketing with other financial companies </strong></td>
<td><strong> No </strong></td>
<td><strong>We don't share</strong></td>
</tr>
<tr>
<td><strong> For our affiliates’ everyday business purposes </strong> – <br />information about your transactions and experiences</td>
<td><strong> No </strong></td>
<td><strong>We don't share</strong></td>
</tr>
<tr>
<td><strong> For our affiliates’ everyday business purposes </strong> – <br />information about your creditworthiness</td>
<td><strong> No </strong></td>
<td><strong>We don't share</strong></td>
</tr>
<tr>
<td><strong> For our affiliates to market to you </strong></td>
<td><strong> No </strong></td>
<td><strong>We don't share</strong></td>
</tr>
</tbody>
</table>
<div>
<table class="table">
<thead>
<tr>
<th colspan="2">Questions?</th>
</tr>
</thead>
<tbody>
<tr>
<td>Call 800-559-0011 (toll free) or go to <a href="/index" data-link-id="/index" data-link-type-id="page" class="" data-disclaimer-id="null" target="_self">www.baraboobank.com</a> or <a href="/about/contact-us" data-link-id="/about/contact-us" data-link-type-id="page" class="" data-disclaimer-id="null" target="_self">Contact Us</a></td>
</tr>
</tbody>
</table>
</div>
<table class="table">
<thead>
<tr>
<th colspan="2">What We Do</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> How does [Financial Institution] protect my information? </strong></td>
<td>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.</td>
</tr>
<tr>
<td><strong> How does [Financial Institution] collect my information? </strong></td>
<td>
<div>We collect your personal information, for example, when you</div>
<ul>
<li>open an account or deposit money<br /></li>
<li>provide account information or apply for a loan<br /></li>
<li>use your credit or debit card</li>
</ul>
<div>We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.</div>
</td>
</tr>
<tr>
<td><strong> Why can’t I limit all sharing? </strong></td>
<td>
<div>Federal law gives you the right to limit only</div>
<ul>
<li>sharing for affiliates' everyday business purposes - information about your creditworthiness<br /></li>
<li>affiliates from using your information to market to you<br /></li>
<li>sharing for nonaffiliates to market to you</li>
</ul>
<div>State laws and individual companies may give you additional rights to limit sharing.</div>
</td>
</tr>
</tbody>
</table>
<table class="table">
<thead>
<tr>
<th colspan="2">Definitions</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> Affiliates </strong></td>
<td>
<div>Companies related by common ownership or control. They can be financial and non-financial companies.</div>
<ul>
<li>[Financial Institution] does not share with affiliates.</li>
</ul>
</td>
</tr>
<tr>
<td><strong> Non‑Affiliates </strong></td>
<td>
<div>Companies not related by common ownership or control. They can be financial and non-financial companies.</div>
<ul>
<li>[Financial Institution] does not share with nonaffiliates so that they can market to you.</li>
</ul>
</td>
</tr>
<tr>
<td><strong> Joint Marketing </strong></td>
<td>
<div>A formal agreement between non-affiliated financial companies that together market financial products or services to you.</div>
<ul>
<li>[Financial Institution] does not jointly market.</li>
</ul>
</td>
</tr>
</tbody>
</table>
<table class="table">
<thead>
<tr>
<th colspan="2">Other Important Information</th>
</tr>
</thead>
<tbody>
<tr>
<td>In accordance with California law, [Financial Institution] will not share information we collect about California residents with companies outside of [Financial Institution], except as permitted by law, such as legal processes or as required to service your account. We will limit sharing within our company to the extent required by applicable California law.</td>
</tr>
</tbody>
</table>
</div>
Table AND form
This is somewhat rare, but sometimes the client also wants to have a form with their privacy policy.
<h2>What Does [Financial Institution] Do With Your Personal Information?</h2>
<p class="sm mb-1 text-right">Rev. Date 1/15/15</p>
<div>
<div class="responsive-table">
<table class="table">
<tbody>
<tr>
<th>Why?</th>
<td>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.</td>
</tr>
<tr>
<th>What?</th>
<td>The types of personal information we collect and share depend on the product or service you have with us. This information can include:
<ul>
<li>Social security number and income</li>
<li>Account balances and payment history</li>
<li>Credit history and credit scores</li>
</ul>
</td>
</tr>
<tr>
<th>How?</th>
<td>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 [Financial Institution] chooses to share, and whether you can limit this sharing.</td>
</tr>
</tbody>
</table>
</div>
<div class="responsive-table">
<table class="table">
<thead>
<tr>
<th>Reasons We Can Share Your Personal Information</th>
<th>Does [Financial Institution] Share?</th>
<th>Can You Limit This Sharing?</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> For our everyday business purposes </strong> – <br />such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus</td>
<td><strong> Yes </strong></td>
<td><strong> No </strong></td>
</tr>
<tr>
<td><strong> For our marketing purposes </strong> – <br />to offer our products and services to you</td>
<td><strong> Yes </strong></td>
<td><strong> No </strong></td>
</tr>
<tr>
<td><strong> For joint marketing with other financial companies </strong></td>
<td><strong> Yes</strong></td>
<td><strong>No</strong></td>
</tr>
<tr>
<td><strong> For our affiliates’ everyday business purposes </strong> – <br />information about your transactions and experiences</td>
<td><strong> No </strong></td>
<td><strong> We don't share </strong></td>
</tr>
<tr>
<td><strong> For our affiliates’ everyday business purposes </strong> – <br />information about your creditworthiness</td>
<td><strong> No </strong></td>
<td><strong> We don't share</strong></td>
</tr>
<tr>
<td><strong> For our affiliates to market to you </strong></td>
<td><strong> Yes</strong></td>
<td><strong>Yes</strong></td>
</tr>
<tr>
<td><strong>For our non-affiliates to market to you</strong></td>
<td><strong>No</strong></td>
<td><strong>We don't share</strong></td>
</tr>
</tbody>
</table>
</div>
<div class="responsive-table">
<table class="table">
<tbody>
<tr>
<th>To limit our sharing</th>
<td>
<ul>
<li>Mail the form below</li>
</ul>
<p><strong>Please note:</strong><br />If you are a <em>new</em> customer, we can begin sharing your information 30 days from the date we sent this notice. When you are <em>no longer</em> 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.</p>
</td>
</tr>
<tr>
<th>Questions?</th>
<td>Call 402-763-5111</td>
</tr>
</tbody>
</table>
</div>
<div class="responsive-table">
<table class="table">
<thead>
<tr>
<th>
<div>Mail-in Form</div>
</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<p>Print and mail the form below. Retain Disclosure above for your records.</p>
<p><span>[Financial Institution]</span><br /><span>Attn: Operations<br />8712 W. Dodge Rd.</span><br /><span>Omaha, NE 68114</span></p>
<p>☐ Do not allow your affiliates to use my personal information to market to me.</p>
<p>Name:<br /></p>
<div style="width: 100%; border: 1px solid #000; height: 2.5rem; margin-bottom: .5rem;"> </div>
<p>Address:<br /></p>
<div style="width: 100%; border: 1px solid #000; height: 2.5rem; margin-bottom: .5rem;"> </div>
<p>City, State, Zip:<br /></p>
<div style="width: 100%; border: 1px solid #000; height: 2.5rem; margin-bottom: .5rem;"> </div>
<p>Email Address:<br /></p>
<div style="width: 100%; border: 1px solid #000; height: 2.5rem; margin-bottom: .5rem;"> </div>
</td>
</tr>
</tbody>
</table>
</div>
<div class="responsive-table">
<table class="table">
<thead>
<tr>
<th colspan="2">Who we are</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> Who is providing this notice?</strong></td>
<td>[Financial Institution] and [Financial Institution] Insurance Services, LLC</td>
</tr>
<tr>
<th colspan="2">What We Do</th>
</tr>
<tr>
<td><strong> How does [Financial Institution] protect my information? </strong></td>
<td>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 restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you.</td>
</tr>
<tr>
<td><strong> How does [Financial Institution] collect my information? </strong></td>
<td>We collect your personal information, for example, when you
<ul>
<li>Open an account</li>
<li>Pay your bills or apply for a loan</li>
<li>Use your credit or debit card</li>
<li>Apply for insurance</li>
</ul>
We also collect your personal information from others such as credit bureaus, affiliates, or other companies.</td>
</tr>
<tr>
<td><strong> Why can’t I limit all sharing? </strong></td>
<td>Federal law gives you the right to limit only
<ul>
<li>Sharing for affiliates’ everyday business purposes –information about your creditworthiness</li>
<li>Affiliates from using your information to market to you</li>
<li>Sharing for non-affiliates to market to you</li>
</ul>
State laws and individual companies may give you additional rights to limit sharing. <br /></td>
</tr>
</tbody>
</table>
</div>
<div class="responsive-table">
<table class="table">
<thead>
<tr>
<th colspan="2">Definitions</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong> Affiliates </strong></td>
<td>
<div>Companies related by common ownership or control. They can be financial and non-financial companies.</div>
<ul>
<li>[Financial Institution] Insurance Services, LLC</li>
</ul>
</td>
</tr>
<tr>
<td><strong> Non‑Affiliates </strong></td>
<td>
<div>Companies not related by common ownership or control. They can be financial and non-financial companies.</div>
<ul>
<li>[Financial Institution] does not share with non-affiliates so they can market to you. </li>
</ul>
</td>
</tr>
<tr>
<td><strong> Joint Marketing </strong></td>
<td>
<div>A formal agreement between non-affiliated financial companies that together market financial products or services to you.</div>
<ul>
<li>Our joint marketing partners include financial service institutions such as insurance companies and financial product or service marketing companies.</li>
</ul>
</td>
</tr>
</tbody>
</table>
</div>
</div>
Example Sites
- Bank of Charlotte (UAT only)
- ACCESSbank