Wolters Kluwer Financial Services

Affiliate Marketing Notice and Educational Brochures

Under the Fair and Accurate Credit Transactions (FACT) Act, financial institutions that share any consumer information with their affiliates for marketing purposes are required to provide notice to their customers/members.

Our Affiliate Marketing Notice (AFMKT-NOT) makes this an easy task. This notice allows customers/members the ability to limit marketing from affiliates. It's written in clear, concise language and addresses all the requirements outlined in the affiliate marketing regulations, including: 

  • The name of the institution(s) providing the notice
  • A list of affiliates or groups of affiliates who would use the information
  • A general description of the information
  • A statement that the customer/member may elect to limit the use of the information
  • A time period of at least five years for the duration of the marketing limitation
    (you can also choose not to define a time limit)
  • A reasonable and simple method to opt out

To help you educate your customers/members, our Affiliate Marketing Educational Brochure (AFMKT-BRO) explains in simple terms why they are receiving an affiliate marketing notice and what it means to them.

We also offer a Combination Affiliate Marketing Notice and Educational Brochure (AFMKT-BROCOM) that provides a full educational brochure with the affiliate marketing notice combined as one piece.

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