Advertising & Marketing

Last Updated Tool Name
04/18/2024 Summary of the FDIC Official Signs and Advertising Requirements, False Advertising, Misrepresentation of Insured Status, and Misuse of the FDIC’s Name or Logo
03/01/2024 Commercial Email Message CAN-SPAM Provisions Checklist
02/14/2024 UDAAP Policy
12/28/2023 Advertising Regulations Summary
12/28/2023 Marketing and Advertising Policy
10/20/2023 Advertising and Marketing Review Checklists
08/01/2023 Marketing Services Agreement Template
06/22/2023 Website Compliance Review Checklist
01/30/2023 Telephone Consumer Protection Act Cheat Sheet
01/24/2023 CAN-SPAM Act Risk Assessment
10/31/2022 Advertising Dos and Don’ts Training
08/10/2022 Telephone Consumer Protection Act – Do Not Call Policy
10/29/2021 Social Media Audit Checklists
05/13/2021 False Advertising, Misrepresentation of Insured Status, and Misuse of the FDIC’s Name or Logo Proposed Rule Summary
11/23/2020 FFIEC APY Tool (Link)
10/16/2020 Summary of CFPB 2020 Frequently Asked Questions – Section 8 of Real Estate Settlement Procedures Act
09/28/2020 Notice of Proposed Rulemaking (FTC) Affiliate Marketing Rule
06/29/2020 OCC Digital Activities Advance Notice of Proposed Rulemaking Summary
05/28/2020 Website Accessibility Checklist 2.1
03/05/2015 CAN-SPAM Policy
01/01/2015 Advertising Approval Request Form
01/01/2015 Advertising for Deposits Procedures
01/01/2015 UDAAP Compliance Program Procedures
01/01/2015 Testimonial Authorization and Release Information Form
01/01/2015 Consumer Commercial Email Decline Tracking and Resolution Log
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