Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Value-Add - Compliance & Oversight
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
If you are rolling out Advisor Assurance to a select group of eMoney users in your field, or to all your financial professionals, we recommend repurposing this email template for a communication prior to launching the tool.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.