B bbriscoe New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Jun 7, 2004 #1 What about the loan officer who got $50 for referring clients to the Bank's Trust department? Did he have to disclose this?
What about the loan officer who got $50 for referring clients to the Bank's Trust department? Did he have to disclose this?
B buddyglass New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Jun 7, 2004 #3 The trick is that there were two scenarios involving disclosure, one too each client, and one to only those that were getting referrals or something. I erred on the side of caution and went with the disclosure to all clients.
The trick is that there were two scenarios involving disclosure, one too each client, and one to only those that were getting referrals or something. I erred on the side of caution and went with the disclosure to all clients.