Frontline Compliance Webinar Series: Account Ownership

Start: 10:00 am
End: 11:00 am
Event Days: 05/29/2013 - 05/29/2013

Whether you work on the teller line or at a member service desk, it's important to be aware of the latest regulations.  With our Frontline Compliance webinar series, you can get all the information you need about the regulations that impact your daily tasks.  After completing all seven webinars, you'll also be certified as a "Frontline Compliance Specialist".

SESSION SIX: ACCOUNT OWNERSHIP

  • What issues impact joint account ownership?
  • How should you deal with business accounts?
  • What should you look for when opening trust accounts, estate accounts, Uniform Transfers to Minors Act (UTMA) custodial accounts, etc?
  •  

Please note: This is a seven-part webinar series that began on March 5, 2013.  Individual session registration is not available.