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#2160218 - 01/11/18 08:29 PM Sharing of Information
JoAnne Offline
Platinum Poster
Joined: Feb 2001
Posts: 795
Michigan
If Branch personnel maintain a list of customers they talk to during the day along with their account numbers and provide that list to upper management, is that considered sharing of NPI under Reg P?
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Operations Compliance
#2160239 - 01/11/18 09:09 PM Re: Sharing of Information JoAnne
Elwood P. Dowd Offline
10K Club
Elwood P. Dowd
Joined: Aug 2001
Posts: 21,939
Next to Harvey
No. The regulation does not restrict your ability to share information within your own institution.
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In this world you must be oh so smart or oh so pleasant. Well, for years I was smart. I recommend pleasant.

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#2160251 - 01/11/18 09:32 PM Re: Sharing of Information JoAnne
JoAnne Offline
Platinum Poster
Joined: Feb 2001
Posts: 795
Michigan
Thank you Ken.
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