The Dos & Don'ts of Signature Card Contracts (Webinar)

Member Fee:  $165 per connection
Non-Member Fee:  
$265 per connection

Speaker:
Debbie Crawford, gettechnical, Inc. 

Click here for brochure

The simplest error or typo can create legal ownership, insurance and access issues for your account holder. If you do not sign the signature card on a joint account, it is not insured. If you add notes to the cards or add signers after the fact, many times you can create liability for your financial institution. When you open accounts, you are tempted to accommodate account holder wishes and needs in ways that create liability for your financial institution. These do’s and don’ts may save your financial institution thousands of dollars in the future. These fundamental rules will keep your officers and your account representatives from creating liability and future losses on the deposit side of your organization.
When
2/5/2018 3:30 PM - 5:00 PM
 

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