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ISO 27001 | Appeal Request

ISO Appeal Request

If a client believes the assigned Boulay ISO project team has not provided a suitable resolution, the client may appeal certification and/or suspension decisions made by Boulay. Upon receipt of an appeal, the project team will be notified and Boulay will review the facts and provide an opinion in the matter. The reviewing Boulay ISO team will consist of personnel who were not part of the originally assigned Boulay ISO project team.

To request an appeal, please complete this form and indicate the nature of the appeal in the Comment box.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

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