Manulife Financial | CASL: What it means for Advisors
By the end of this session, you will be able to:
- Describe CASL and how it impacts financial advisors and their support staff
- Identify commercial electronic messages (CEMs) and available exemptions
- Explain how to request permission to send CEMs to clients and prospects
- Describe how to send CASL compliant CEMs and how to maintain effective records and distribution lists
Template for requesting consent via email
How to create an unsubscribe link your Outlook email signature