Marketing Policy Update

Product Update Notification

Marketing Plan and Program Policy Template - 04/18/06

Bankpolicies.com is proud to announce the immediate availability of our new Marketing Plan and Program Policy Template product.

This product provides policies and procedures related to a financial institution's marketing directives and functions, and also includes recently issued regulatory guidance for:

The Telephone Consumer Protection Act (TCPA or Do Not Call);

The Junk Fax Prevention Act (JFPA); and

The Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN SPAM).

The FCC regulation expanded coverage of the Do Not Call registry by including banks, insurance companies, credit unions, and savings associations. In addition, the Federal Financial Institutions Examination Council's Task Force on Consumer Compliance approved interagency consumer compliance examination procedures for CAN-SPAM.

http://www.occ.treas.gov/ftp/bulletin/2006-15a.pdf

http://www.occ.treas.gov/ftp/bulletin/2006-14a.pdf

Product Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2
Structure of Accountability - Topic 3

Compliance with Laws and Regulations - Topic 4

General

FDIC Reference

Use of Copyright Material

Community Reinvestment Act Reference

Financial Advertising Code of Ethics

Regulation B Reference

Regulation D Reference

Regulation Q Reference

Regulation Z Reference

Regulation DD Reference

Do Not Call Policy - Topic 5

CAN SPAM Policy - Topic 6

Audit Policy - Topic 7

Retention of Documents - Topic 8

Includes the following form template:

Marketing Campaign Request Form (1 page)

Ordering Information

The new Marketing Plan and Program Policy Template is available to purchase from Bankpolicies.com for $175.00.

Click here to place an order for this product. Clients who are eligible for our Legacy Rewards Volume Discount can apply their applicable discount level to the list price.

NOTE: Refer to our Place an Order page for important information regarding payment terms and our return policy. Orders placed for Product Updates are only available directly through Bankpolicies.com.

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