Tag Archives: statement design

Vertical Stuff Transaction Printers Should Know


A quick note on some regulations that are impacting transaction documents in the Financial Services Vertical: 1. Cost Basis Reporting 2. 401(k) Fee Disclosure The Emergency Economic Stabilization Act of 2008 is best known for the $700 billion bailout provision – but also includes new requirements for financial intermediaries  to report adjusted cost basis  to investors and the… Read More »

Countdown to the CARD Act. Tick. Tick. Tick.


On August 20, 2009 the first provisions of the CARD Act go into effect. Beginning in February 2010, the CARD Act entails changes that impact what card issuers can charge, who they can charge and how and when those terms are disclosed. All of these companies are challenged to analyze, redesign and reprogram each of their marketing and customer communications over the next 6 months. Are you ready to help? Tick. Tick. Tick.