Casualty Actuarial Society

CAS Guidelines for Mailing List Sales

CAS Guidelines for Mailing List Sales

  1. The CAS may sell member mailing lists to members for non-commercial purposes, including but not limited to those purposes listed below, on a case-by-case basis as approved by the Chief Financial Officer for a minimum fee of $100.
    • Announcements of changes of employment or position appointments.
    • Distribution of actuarial or industry educational material.
  2. The CAS may sell member mailing lists to members or non-members for commercial purposes, including but not limited to those purposes listed below, on a case-by-case basis as approved by the Chief Financial Officer for a minimum fee of $500.
    • Direct mail advertising by firms selling commercial products of interest to the actuarial profession.
    • Announcements of actuarial or industry educational learning opportunities (e.g., seminars).
    • Announcements by actuarial or industry recruiting firms.
  3. The CAS may sell candidate mailing lists to members or non-members for announcements of examination preparation seminars on a case-by-case basis as approved by the Chief Financial Officer for a minimum fee of $500. Candidate mailing lists will not be provided for any other purpose.
  4. The CAS may provide meeting or seminar attendee mailing lists and e-mail lists to members or non-members as part of an approved sponsorship/advertising program for that particular meeting and seminar.
  5. The CAS may provide complimentary mailing lists to other actuarial or industry organizations on a case-by-case basis as approved by the Chief Financial Officer.
  6. The CAS may approve requests from the SOA to sell Actuarial Directory mailing lists (including for CAS members) for actuarial or industry related activities on a case-by-case basis as approved by the Chief Financial Officer.
  7. CAS members and candidates will be provided with the opportunity to opt-out of third party mailings. This opt-out would not extend to sales of meeting or seminar attendee mailing lists and e-mail lists. Meeting and seminar attendees will be provided with the opportunity to opt-out of third-party mailings and e-mails at the time they register for a meeting or seminar.
  8. All mailing lists provided to customers must include decoy names to detect unauthorized use.
  9. List customers must provide a copy of the final mail piece for approval. All list customers must sign documentation indicating that the rental is for a one-time use only and for the submitted mail piece. In addition, list customers will certify that they will not enhance their own customer database with these names, append information to the records in the database (such as email or phone), or employ any method to detect decoy names. Unauthorized use will result in the assessment of additional fees and consideration of further penalties.