Marketing Plan and Program Policy Update

Product Update Notification - 09/18/07

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

This update is in response to the OCC Bulletin 2007-30 entitled "Telephone Consumer Protection Act and Junk Fax Prevention Act - Revised Examination Procedures" issued on August 24, 2007. This bulletin announces that the FFIEC's Consumer Compliance Task Force approved certain revisions to the interagency consumer compliance examination procedures for the Telephone Consumer Protection Act (TCPA) and Junk Fax Prevention Act (JFPA). These revisions clarify the specific responsibilities of institutions that make telemarketing calls only to existing customers, in addition to the responsibilities of those that make such calls to non-customers. The revisions also update the procedures to reflect the 2006 amendments to the rules implementing the JFPA.

http://www.occ.treas.gov/ftp/bulletin/2007-30.html

Click here to review detailed subject matter regarding this updated product.

Product Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2

Structure of Accountability - Topic 3

Risk Management of Unfair or Deceptive Acts or Practices - General - Topic 4

Compliance with Laws and Regulations - Topic 5

Do Not Call Policy - Topic 6

CAN SPAM Policy - Topic 7

Audit Policy - Topic 8

Staff Training - Topic 9

Retention of Documents - Topic 10

Includes the following form template:

Marketing Campaign Request Form (1 page)

Ordering Information

This revised product is available to purchase from Bankpolicies.com for:

$175.00 - List Price

- or -

$50.00* - Update Price

*Applies only to clients who have purchased the Marketing Plan and Program Policy Template within the last three years in addition to the following prior update (if applicable):

Marketing Plan and Program Policy Template Update - 12/15/06 - $25.00

If you have ordered this product after 08/18/07 you are eligible to receive the product update at no charge.

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 or update price (whichever applies).

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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