Why have vendor guidelines?
The most important reason to have clearly defined rules communicated to vendors, is to avoid situations where any individual may be put in an uncomfortable position by not being aware of the preferences of the Principals
Below is an outline of general guidelines to be considered. Remember to always provide written copies to the vendor upon arrival, even if you have secured acknowledgement prior to.
Want To Read More? Sign Up For Our 7 Day Free Trial.
Please login below. If you don't have an account, feel free to sign up and get access to the entire WealthCAP HUB®.