Eliminate Misleading Language and Retain Documents
In order to comply with the second Impartial Conduct Standard, we recommend reviewing your marketing materials and online collateral to identify any potential misleading statements. CreativeOne’s compliance department can help you identify what could be considered misleading.
Join our training and development manager, Dennis Mattern, and our senior director of compliance, Sarah Mlynek, Thursday, May 25 at 10:30 a.m. CDT for a detailed look at how you can remain compliant with your marketing materials and document retention.
During this 30-minute webinar, we’ll explain the importance of:
- Reviewing and updating marketing materials.
- Submitting questions on content to CreativeOne’s compliance department.
- Documenting your recommendations and compliance by uploading your clients’ files to creativeone.com/storage.
As always, call your CreativeOne sales team with any questions or concerns at 800.992.2642. We’re here to be your resource.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
CP-0960 – 2017/23/5