Description:This part of the webinar series provides information on opening accounts for fiduciary and business customers. Documentation is a primary focus. Participants learn the significance of documents required by the bank’s policies and procedures, and the importance of obtaining a properly completed (and signed) resolution prior to opening an account for a business. Beneficial owners for the different types of business organizations are also highlighted.
FRLN BRMGR SRDR TRNG AUDT CMPL