I swear I remember this being discussed before... but can't find anything with 'Search'. I must not be entering the right terms.
On these simple shops, the ones where you just briefly speak with a banker, and there's almost no report, you're mainly just collecting brochures & a card, and writing the numbers on them before taking photos/scanning and uploading them? I mean, there's a few other questions, but pretty easy report.
Anyway, I've only done one of these before. The banker dude asked for my ID, and I didn't know what to say, so I gave it to him. Now that I'm trying to schedule more of these, including one that's a return to that first location...
Are we required to provide ID if asked? Or can we decline? The Guidelines I got don't address this. I emailed the scheduler but haven't heard back yet.
Thanks!
Practitioner of the Nerdly Arts.