From Afterthought to Strategic Approach: Managing Ancillary Product Refunds

 From Afterthought to Strategic Approach: Managing Ancillary Product Refunds

Regulatory guidance on refunding cancelled ancillary products is increasing. Financial institutions need to leverage a proactive approach to maintain compliance with these changing regulations. In this whitepaper you can expect to find the following: 

 

  • What Are Ancillary Products?
  • What Triggers a Cancellation or Refund?
  • The Current Regulatory Landscape for Financial Institutions
  • Important Compliance Factors and Understanding UDAAP
  • Pros and Cons for Financial Institutions
  • How to Get Started: Two Possible Approaches
  • A Solution That Solves: Product Refund Liability
  • 5 Takeaways for Product Refund Liability

 

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