Skip to content

Switching Formats

We are switching from html e-statements to a pdf format. Do we need our customers' to consent change to the new pdf format?

Answer by John Burnett:Oh, yes! You're changing a fundamental element of the E-SIGN agreement, and you need demonstrable consent from each affected consumer.


Answer by Richard Insley:Since there are always customers who ignore or resist any change the bank makes, you will need to either continue providing statements in the old format, or cancel e-delivery service for those who won't go along with the change.

First published on 6/29/09

First published on 06/29/2009

Filed under: 
Filed under technology as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics