Rate sheet disclosure footer

v2.1Live

Document

Title
Rate sheet disclosure footer
Reference #
MAR-247
Version
2.1Major version 2 · 2 changes approved
Vault
Marketing
Status
Live
Acknowledgment
Not required

Dates

Created
Aug 19, 2019
Last reviewed
Sep 19, 2026
Board approved
Sep 19, 2026
Published
Sep 19, 2026
Next review
Sep 19, 202712-month interval
Archive date
Not archived

People

Owner
Jordan ReyesMarketing Manager
Reviewer
Marcus BellAVP Compliance
Approver
Board of Directorsvia the board packet
Distribution
Vault members · read only