Leela
Complaint Management
CM-04

Notify the sponsor bank of an executive complaint within 2 business days

Requirement

Material criticism that reaches senior management and threatens litigation, regulatory action, or reputational damage is reported to the sponsor bank in writing within 2 business days, with the facts, the investigation status, and a proposed response for the bank to approve.

Trigger

Event-driven

On receipt by senior management; 2 business days

Action

Log the matter as an executive complaint, send the notice and proposed response to the sponsor bank, and incorporate any changes the bank requires before responding.

Evidence
  • Written notice to the sponsor bank

    Dated email or letter with the proposed response

  • Bank review record

    Approval or requested changes on file

Owner

Compliance Officer

Leela can
Prepare for review

Leela can prepare the artifact and hand it to a person for review.

Leela can prepare the notice and the proposed response from the record for the CEO and the bank to review.

Applies

Tell Leela about your company to see whether this applies.

Status
Setup needed

Tell Leela how you handle it today, or hand it over: see what’s next.

What’s next?