Nondeposit Investment Product Sales

I was wondering if anyone has a Non-deposit Investment Product audit program that they would be willing to share.   Also, I was wondering if you have any advice with regard to signage/seperation.  We have three branches.  The rep is housed out of one branch, but travels to the other two and meets with clients in empty offices in those branches.  Any guidance you have regarding separation/signage required even if he is only at these locations occasionally.   We recently contracted with a third party to offer these services at our credit union and would like to ensure we get off to a proper start.