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#1496709 - 01/18/11 10:18 PM Privacy Notice mailing
cheeverj Offline
New Poster
Joined: Jun 2006
Posts: 11
Can the annual Privacy Notice have to be in a separate mailing?

Can we include - say a new Fee Schedule with the Privacy Notice?

Thanks

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Operations Compliance
#1498788 - 01/21/11 08:43 PM Re: Privacy Notice mailing cheeverj
dcl1963 Offline
100 Club
Joined: Feb 2006
Posts: 178
LA
We include the annual or revised, whatever the case, Privacy Notice with customer statements.

The same for a revised fee schedule; include it with statements and be sure we follow the minimum 30 day advance notice for change in terms if applicable.
_________________________
In God we trust, all others pay cash. . . Jean Shepherd

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