Special update. (guidelines on selling mutual funds and other uninsured products) (Problem/Solution): An article from: Bank Marketing

This digital document is an article from Bank Marketing, published by Bank Marketing Assn. on March 1, 1994. The length of the article is 1377 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: 'Retail Investment Sales: Guidelines for Banks' provides guidelines on how to sell mutual funds and other uninsured products. Prepared by the banking industry's six trade associations, the booklet was designed to complement the guidelines and policies released by bank regulators in 1993 by explaining implementation of their recommendations. Areas covered by the guidelines include oral and written disclosure, signed disclosure, advertising and promotion, location, setting and circumstances, employee qualifications and training, employee compensation and referral fees, and bank management and board of directors oversight. Its creators hope 'Retail Investment Sales' will improve customer protection, complement regulatory policy, help banks comply and motivate training and qualifications.5

Citation Details
Title: Special update. (guidelines on selling mutual funds and other uninsured products) (Problem/Solution)
Publication:Bank Marketing (Magazine/Journal)
Date: March 1, 1994
Publisher: Bank Marketing Assn.
Volume: v26 Issue: n3 Page: p11(3)

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