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The Guide for Credit Unions Providing Investment and Insurance Services

The Guide for Credit Unions Providing Investment and Insurance Services

Paperback (02 Dec 2019)

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Publisher's Synopsis

In order to provide members with access to securities and insurance services, credit unions enter into joint marketing agreements with broker/dealers, advisory firms and insurance agencies. The Guide discusses how the relationships are structured, the financial norms, and the legal authority.

Book information

ISBN: 9781708077884
Publisher: Independently Published
Imprint: Independently Published
Pub date:
Language: English
Number of pages: 124
Weight: 168g
Height: 216mm
Width: 140mm
Spine width: 7mm