Marketing Plan and Program Policy

Table of Contents

Purpose and Contents - Topic 1
Policy Statement - Topic 2
Structure of Accountability - Topic 3
Compliance with Laws and Regulations - Topic 4
      General
      FDIC Reference
      Use of Copyright Material
      Community Reinvestment Act Policy Reference
      Fair Credit Reporting Act Policy Reference
      Fair Housing Act Policy Reference
      Regulation B Policy Reference
      Regulation D Policy Reference
      Regulation Z Policy Reference
      UDAAP and UDAP Policy Reference
      Regulation DD Policy Reference
Do Not Call Policy - Topic 5
CAN-SPAM Policy - Topic 6
Social Media and Networking Policy – Topic 7
Audit Policy - Topic 8
Staff Training – Topic 9
Retention of Documentation - Topic 10

Includes the following form templates:
Marketing Campaign Request Form (1 page)
Social Media and Networking Acknowledgement (3 pages)

Recent updates to this product:
03/15/21 Update
08/03/20 Update
04/01/19 Update

This policy template (approximately 53 pages) is in Microsoft® Word format.

Standard Volume Discounts

Individual and volume pricing plans are available to fit every budget. You can buy one policy at a time, or mix and match multiple policies. Simply put - the more you buy, the greater discount you will receive:

10% Discount when you buy 5 of our Templates at the regular price!
25% Discountwhen you buy 15 of our Templates at the regular price!
50% Discount when you buy 25+ Templates at the regular price!

PLEASE NOTE: If you order Bank Policies or Job Descriptions, you will receive your order via email within 24-48 hours.