The Credit Union Association of New Mexico is now partnered with PolicyWorks to provide on-going compliance support. Specifically, credit unions will receive regular compliance information such as e-newsletter, Q&As, and compliance bulletins, and PolicyWorks will assist in answering your regulatory compliance questions as part of your dues based services with CUANM.
CUANM member credit unions will have access to PolicyWorks’ secure client login page at www.policyworksllc.com. The PolicyWorks secure login page will house a library of compliance information and communications to assist CUANM credit unions with their compliance needs. To enter the secure site, go to www.policyworksllc.com and click on “Login” in the right hand corner. You will then enter the username and password listed below. We have provided login information to each CUANM member credit union CEO and compliance contact. You may add more users from your credit union as you see fit. The instructions for adding users may be accessed here. Please do not share user information with credit unions that are not members of CUANM.
User name: [Insert EMAIL ADDRESS]
*You will be prompted to change your password the first time you log in. If you forget your password, you may click on the link for “Forgot Password” and it will be emailed to you.
PolicyWorks will send compliance information electronically to the CEO/Manager, compliance contact and other designated staff members of each CUANM member credit union (the CEO/Manager and designated staff information is provided by CUANM, so please ensure you have the most current information on file with CUANM and communicate any changes/updates to CUANM). You may forward this compliance information to other appropriate staff, or as mentioned above, add them as users to the secure client site and they can access the compliance information through the website.
Your credit union will also have access to PolicyWorks’ other fee-based compliance services including full-scale compliance audits, SAFE Act audits, website audits, document and disclosure reviews, and marketing reviews. Click here to learn more about these services.
We look forward to helping to meet the ongoing compliance needs of New Mexico credit unions.
Questions or comments? Contact Amy Vigil at 505-338-4222.