Marketing Policy Template Update Details

What's Revised

Topic 5 - Compliance with Laws and Regulations. A new subtopic entitled "Fair Credit Reporting Act Reference" was added to briefly address Pre-Screen, Opt-Out and Affiliate Marketing guidelines.

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

General

FDIC Reference

Use of Copyright Material

Community Reinvestment Act Reference

Fair Credit Reporting 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 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 -

$25.00* - 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 updates (if applicable):

Marketing Plan and Program Policy Template Update - 09/18/07 - $50.00

Marketing Plan and Program Policy Template Update - 12/05/06 - $25.00

If you have ordered this product after 10/06/07 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.

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