Trusted contact person resources

Published by: Kim Connor

August 9, 2023 | Compliance, Education & Training

Credit unions are on the frontline in the fight to protect older adults from financial exploitation, which is why we have partnered with League InfoSight to provide you with updated compliance resources in PolicyPro and InfoSight.

To help some of your most vulnerable members remain safe from financial frauds, scams, and theft, PolicyPro added Policy 2245, which was updated to include Trusted Contact Person information, and new Trusted Contact Person Procedures (2245.10), Trusted Contact Person Model Script (2245.11), and a new resource, Trusted Contact Information, and Authorization Form.

In addition, a Trusted Contact Person Toolkit has been added to InfoSight and is available free of charge for all Ohio Credit Union League members. Read more about this collaborative initiative and the availability of these resources here.

 

 

Contact Kim Connor for questions or assistance.

Kim Connor
Kim Connor VP, Member Experience E: kconnor@ohiocul.org
Contact Us

Other Movement News

Government Affairs

Ohio’s CDFI credit unions earn congressional backing

Ohio’s 20 Community Development Financial Institution (CDFI) credit unions fuel affordable housing, small business growth, and financial access across underserved communities. Their impact drew new recognition in Washington this week […]
Read More
Regulatory

Advocacy Priorities in Focus – State Charter Update

A strong dual charter system is not merely a regulatory preference—it is a cornerstone of a safe, sound, and competitive credit union ecosystem. By preserving meaningful choice between state and […]
Read More
Member Benefits

Give a Warm Welcome to New ViClarity Vice President of Services, Josh McAfee

Recently, League partner ViClarity announced that it had selected Josh McAfee to serve as the company’s new Vice President of Services. In this role, Josh will work closely with OCUL […]
Read More
All Movement News