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 VP, Member Experience E: kconnor@ohiocul.org

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