Sentences with phrase «advisor for specific information»

It's always a good idea to consult a legal, tax or financial advisor for specific information on how certain laws apply to you and about your individual financial situation.

Please consult your tax advisor for specific information regarding tax benefits.

Not exact matches

Please contact your financial or legal advisors for information specific to your situation.

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

Investors should be urged to consult their tax professionals or financial advisors for more information regarding their specific tax situations.

For example, information about asset allocation models may not refer to specific investments, and other materials concurrently furnished by the advisor should not refer to investments available within the asset classes described in the models.

Investors should be urged to consult their tax professionals or financial advisors for more information regarding their specific tax situations.

The advisor should be able to provide you with historical returns for assets under management without disclosing any client specific information.

You should consult your legal or tax advisor for information concerning your own specific tax situation.

As always, please consult your tax advisor for information specific to your particular situation.

Talk with mortgage lenders, real estate agents, attorneys, and other advisors for information about lending practices, mortgage instruments, and your own interests before you commit to a specific loan.

We do not recommend that anyone act upon any investment information without first consulting an investment advisor as to the suitability of such investments for his specific situation.

For specific information about Traditional IRAs, rollovers, and tax related questions, please consult a tax advisor and review IRS publication 590.

Although this booklet contains general information regarding federal tax consequences of swapping, we suggest you consult your own tax advisor for more specific advice regarding your individual tax situation.

We recommend talking with an investment advisor for more specific information and recommendations.

If you are looking for specific investment information, you should seek the advice of an investment advisor.

Because these transactions can be complicated, landowners should always consult with their tax advisors for information on the specific tax implications of any agreement before signing.

Jon Baines, a data protection advisor at Mishcon de Reya, said the ruling suggests the courts will judge «right to be forgotten» cases on their specific facts and that there is likely to be «an increase in the number of successful requests for delisting, as individuals take note of the court's analysis, and assert their strong and potentially enforceable rights to have out - of - date or inaccurate information about them on the internet made more difficult, at least, to find».