Opening New Accounts III - Trust, Fiduciary and Minor Accounts
04/26/2017, 1:30 PM to 3:30 PM
No location provided
Presented by Susan Fonteno
Wednesday, April 26th, 2017 - 1:30 pm Central Time Zone
We'll discuss the responsibilities of collecting correct documentation, titling the account correctly, choosing the correct ownership and allowing proper access to the account.
Related Topics: Risk Management/Legal, Deposit Accounts
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