Marketing Plan and Program Policy Template Update - 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.


Find Out What's New with our Product Update Program


Our Product Update Program allows existing clients to receive e-mail notifications from us the same day we issue a new or revised product.


How does it work?  Clients who previously purchased the product are offered an "update" via e-mail at a substantial discount off the current list price, whereas clients who have not are provided an opportunity to get it hot off the press!  Additionally, clients who have ordered the product from us within the past 30 days are eligible to receive the update for free!


Do our various discounts apply?  Yes!  All of our discount programs (Standard Volume and Legacy Rewards Program - refer to our Special Offers page) can be applied to your Product Update Program order.


Current subscriber but not receiving notifications from us?  Please ensure your SPAM filter is set to allow an e-mail originating from our service@bankpolicies.com address to successfully arrive in your e-mailbox.

Marketing Plan Program Policy Update

Thank you for your business.

Celebrating Our 9th

Anniversary Serving the

Financial Institution Industry


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