Dalbar invites any and all award and seal recipients to publicize their accomplishments in both internal or external communication pieces as they see fit. However, when preparing any such communication, Dalbar offers the following policy to which it hopes participants will adhere.
Dalbar implemented this policy to help our clients in preparing statements regarding their achievement to ensure that they are accurate and properly represent the particular research report being disclosed.
Please send us your release before publication so you can be assured of accuracy. If you have any questions regarding our policy for disclosure or how we can best assist you in the preparation of materials, please contact us at 1-800-993-0128 or email@example.com