I am a little confused on the model privacy form...
We have non-affiliates (per definition) that we use for outsource purposes such as our mortgage underwriting, credit card servicing, and investments...however they do not market to our members. Technically we have nonaffiliates but they do not market.
I listed these types of businesses in the nonaffiliates box on page 2. Do I say no for "nonaffiliates to market to you"?
Phil Weiss, CAMS
My opinions are my own and not that of my employer.