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Medallion Stamp: What Is It and What Does It Cover?
[1:20] The three medallion stamp security features.
[4:38] Does the transfer agent need to validate the signature on the medallion stamp?
[6:15] What is a transfer agent and what do they do?
[7:51] How to handle a situation where a customer wants you to use a medallion stamp that is not a security transaction.
[9:40] Other products that DO require a medallion stamp.
[11:32] What if the stock being transferred is valued higher than your medallion bond?
In this week’s episode Elizabeth Fast covers medallion signature equipment components, the risk of not safeguarding it, transactions that are not covered, as well as what you should do if the transaction is higher than your medallion bond. To register for the OnDemand webinar, Medallion & Signature Guarantee Risks, Rules & Best Practices, please use this link: https://fin-ed.info/3sVTXAK. Podcast listeners can also use coupon code MEDALLION for 10% off this timely webinar. This coupon is valid through August 2022.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3sVTXAK
Questions? [email protected]
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog
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[1:20] The three medallion stamp security features.
[4:38] Does the transfer agent need to validate the signature on the medallion stamp?
[6:15] What is a transfer agent and what do they do?
[7:51] How to handle a situation where a customer wants you to use a medallion stamp that is not a security transaction.
[9:40] Other products that DO require a medallion stamp.
[11:32] What if the stock being transferred is valued higher than your medallion bond?
In this week’s episode Elizabeth Fast covers medallion signature equipment components, the risk of not safeguarding it, transactions that are not covered, as well as what you should do if the transaction is higher than your medallion bond. To register for the OnDemand webinar, Medallion & Signature Guarantee Risks, Rules & Best Practices, please use this link: https://fin-ed.info/3sVTXAK. Podcast listeners can also use coupon code MEDALLION for 10% off this timely webinar. This coupon is valid through August 2022.
Check out these links for more info!
Webinar Registration: https://fin-ed.info/3sVTXAK
Questions? [email protected]
Follow us on LinkedIn: https://www.linkedin.com/company/cbwn
Like us Facebook: https://www.facebook.com/bankwebinars
Tweet us on Twitter: https://twitter.com/bankwebinars
Read our blog: https://financialedinc.com/blog