EFTA Document EFTA01372687
b) Attach proof of delivery to the client's record in dbForce (Email, Fax, or letter sent to the client). • Please include a copy of the Letter AND the Envelope/FedEx Label in one attachment c) Notify me once a) and b) have been completed. 3) Response/questions from clients: The SFTR Disclosure Letter clearly states that no response is required from the clients. However, any questions regarding this matter should be managed by the Relationship Manager, with the involvement of legal or c
Summary
b) Attach proof of delivery to the client's record in dbForce (Email, Fax, or letter sent to the client). • Please include a copy of the Letter AND the Envelope/FedEx Label in one attachment c) Notify me once a) and b) have been completed. 3) Response/questions from clients: The SFTR Disclosure Letter clearly states that no response is required from the clients. However, any questions regarding this matter should be managed by the Relationship Manager, with the involvement of legal or c
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