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#1802456 - 04/08/13 06:40 PM List of Products in the Public File
Mel in WA Offline
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Joined: Mar 2013
Posts: 1,333
How specific/grandular should the list of products be in the public file? For example, we have "Automatic Transfers" on the list, but don't outline each type. Is this acceptable?

Thanks!

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#1802590 - 04/08/13 09:32 PM Re: List of Products in the Public File Mel in WA
CrookedVulture Offline
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Joined: Jul 2008
Posts: 148
Originally Posted By: Mel in WA
How specific/grandular should the list of products be in the public file? For example, we have "Automatic Transfers" on the list, but don't outline each type. Is this acceptable?

Thanks!


We keep the product listings very generic in ours as well and we've never been criticized or had any issue.

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#1802591 - 04/08/13 09:34 PM Re: List of Products in the Public File Mel in WA
Kathleen O. Blanchard Offline

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Kathleen O. Blanchard
Joined: Dec 2000
Posts: 21,293
Many bank put their product brochure from the lobby. I have also seen TISA disclosures as the fees listing. Never saw anyone criticized.
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#1802617 - 04/08/13 11:31 PM Re: List of Products in the Public File Mel in WA
Mel in WA Offline
Diamond Poster
Joined: Mar 2013
Posts: 1,333
We created a generic list and have also included our personal and business account fee brochures. Sounds like we should be covered.

Thanks for your input!

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#1802643 - 04/09/13 01:09 PM Re: List of Products in the Public File Mel in WA
manimal Offline
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manimal
Joined: Feb 2008
Posts: 2,207
Deleted
We basically print out the account descriptions from our website and add in all the lobby brochures.
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