Skip to content

Going Away Celebration - Invite Retiree's Clients

Answered by: 

Question: 
One of our bank officers is retiring. The branch would like to send out a postcard to her client list inviting them into the bank on her celebration day to say goodbye and have cake. Do we have any privacy issues in doing this since it will be a postcard?
Answer: 

Unless you add personal identifying financial information to the invitation, the postcard would not be any more revealing than a bank statement.

First published on BankersOnline.com 12/01/08

First published on 12/01/2008

Filed under: 
Filed under compliance as: 

Search Topics