Privacy

Last Updated Tool Name
02/19/2015 Affiliate Trust Disclosure
05/27/2020 Annual Notice Requirements Cheat Sheet
07/17/2020 Authorization to Communicate with Third party
BYOD Policy
01/01/2015 Children’s Online Privacy Protection Act (COPPA) Procedures
01/01/2015 Customer Notification of Security Breach Checklist & Letter
01/01/2015 DOJ Certificate of Compliance
01/01/2015 GLBA Information Security Program Cheat Sheet
01/01/2015 GLBA Procedures
06/22/2015 Model Privacy Notice No Opt Out
06/22/2015 Model Privacy Notice Opt Out by Phone or Online
06/22/2015 Model Privacy Notice Opt Out with Mail In Notice
08/06/2021 P2P Audit Checklist
04/22/2015 Potential Fraudulent Activity Letter
01/01/2015 Privacy and Consumer Information Audit Worksheet
01/01/2015 Privacy GLBA Checklist
10/22/2018 Privacy Policy
01/01/2015 Privacy Rule Summary
07/03/2020 Regulation P & GLBA Training
01/01/2015 Regulation P Audit Worksheet
07/12/2016 Regulation P Proposed Amendment Summary
01/01/2015 Regulation P Sample Language
01/01/2015 Right to Financial Privacy Act Audit Checklist
01/01/2015 Right to Financial Privacy Act Audit Worksheet
01/01/2015 Right to Financial Privacy Act Procedures

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