Compliance & Performance Assessment Clause Samples

Compliance & Performance Assessment. Objective: Ensure that H&R Block standards pertaining to the marketing and delivery of refund anticipation loans are met. This objective will be implemented through a commitment to the following business standards and practices: 1) The Compliance and Legal departments will have authority to approve, modify, or veto any element of H&R Block refund anticipation loan training, product delivery systems and processes, and marketing & advertising that does not conform to the standards specified in Sections A, B and C of this document. 2) H&R Block will designate one or more members of its Tax Compliance unit to oversee all training, delivery systems, and marketing & advertising pertaining to refund anticipation loans.