Ralph is a Team Leader at Truist. His aunt, a Truist client, recently passed away and...
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Ralph is a Team Leader at Truist. His aunt, a Truist client, recently passed away and left him a small sum of money. Can Ralph accept the inheritance? Yes, provided he discloses the amount he inherited to his manager. Yes, since the inheritance is from a family member. No, teammates cannot receive inheritances from clients, including family members. Ralph is a Team Leader at Truist. His aunt, a Truist client, recently passed away and left him a small sum of money. Can Ralph accept the inheritance? Yes, provided he discloses the amount he inherited to his manager. Yes, since the inheritance is from a family member. No, teammates cannot receive inheritances from clients, including family members.
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