VP, Fiduciary Compliance Manager
PNC Financial Services Group
Philadelphia, Pennsylvania
Who is looking at what your organization is saying? Please join Debbie
for a risk-based process review of fiduciary marketing materials - what
to review for, key phrases to look for, words to avoid, disclosure
statements, policy and procedure, and service levels. Her session will
address such materials as print ads, intranet communications,
telemarketing scripts, client presentations, brochures, web content,
etc. as well as non-marketing materials, like fee schedules and RFP’s,
etc.
