Bulletin W13-124 - Account Based System Procedure
October 8, 2013
Topic included in Bulletin W13-124:
- MLD has published an Account Based System Procedure
- The Account Based System Procedure includes the following topics:
- Objective
- Account Types
- Protected Broker Definition
- Account Availability
- Territory Management
- Shared Accounts
- New Accounts Executive
- Broker Protection Start Date
- Protection Conflicts/Resolution
- Corporate Branches
- Terminations
- Training will be held the week of October 1, 2013
- The Account Based System Procedure is effective Tuesday, October 1, 2013
Download: Bulletin - W13-124 (PDF)
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