Friday, January 15, 2021
Loading Events

« All Events

  • This event has passed.

20 Legal Account Ownerships ,Webinar

December 14, 2018 @ 1:30 pm - 3:30 pm CST

Click Here for More Information

  • How to open and document personal accounts, fiduciary accounts and business accounts
  • How setting up accounts improperly can create liability for your financial institution
  • Creating consistency in your organization on how accounts are opened
  • Signature Card danger zones and what can go wrong
  • How CIF systems can create errors in ownership and signature card conflicts
  • How to add owners, make changes and other issues after the account is opened
  • How to follow the authority trail established in the paperwork
  • What can attorney-in-facts do and not do on individual accounts
  • How to change business accounts signers and owners
  • And much, much more