Image Image

Image

Compliance

 

TeleConference: Safe Deposit Box Policies and Procedures

 

Tuesday, August 5, 2014

10:00 - 11:00 am (CST)

 

Speaker: Joyce McLin

 

About the Program
Safe Deposit is an area of service that is misunderstood many times because there are so many issues that have to be considered. This program will help anyone who works in Safe Deposit to have a better understanding of what is expected in order to operate a sound department.

 

1.  Essentials of the contract and how they effect operation

  • What should be contained in a contract?
  • How does it affect your operation?
  • What are the legalities?

 

2. Compliance when accessing a safe deposit box

  • Who can have access?
  • When can access be granted?
  • Legal issues in granting access


Related Files
Printable Brochure (Adobe PDF File)

Related Links
Register Now

©2005 Wisconsin Credit Union League. All rights reserved.
Site powered by iMIS.