Sentences with phrase «basic information about the client»

The application process gives the lender basic information about the client's current expenses and income as well as their credit history.

A Client Data Sheet containing basic information about that client is added to the binder in alphabetical order, and is permanently stored in the binder.

Not exact matches

If you will be bringing your pet to the Animal Hospital at Bideawee for the first time please take a moment and fill out the New Client Form so that the veterinary staff can have some very basic information about you and your pet.

While I concede that your potential clients may be interested in knowing some basic information about you and your practice, it needs to be delivered in a way that demonstrates your value to your audience.

This kills two birds with one stone in that I am able to, in most cases, digest the potential clients» documents and the clients learn basic, important information about bankruptcy and potential issues, duties, opportunities and traps.

Prof. Conduct 123 (2001)(subject to the operational structure and content described in the opinion, a lawyer may affiliate with an online legal services website); Nebraska Op. 07 - 05 (lawyer may participate in internet lawyer directory which identifies itself as a directory, disclaims being a referral service and only lists basic information about lawyers without recommending specific lawyers and charges a reasonable, flat annual advertising fee); New Jersey Committee on Attorney Advertising Op. 36 (2006)(lawyer may pay flat fee to internet marketing company for exclusive website listing for particular county in specific practice area if listing includes prominent, unmistakable disclaimer stating the listings are paid advertisements and not endorsements or authorized referrals); North Carolina Op. 2004 - 1 (lawyer may participate in for - profit online service that is a hybrid referral service - legal directory, provided there is no fee - sharing with the service and communications are truthful); Oregon Op. 2007 - 180 (2007)(lawyer may pay nationwide internet referral service for listing if listing is not false or misleading and does not imply that the lawyer can represent clients outside jurisdictions of the lawyer's license, fee is not based on number of referrals, retained clients or revenue generated by listing and the service does not exercise discretion in matching clients with lawyers); Rhode Island 2005 - 01 (permitting website that enables lawyers to post information about their services and respond to anonymous requests for legal services in exchange for flat annual membership fee if website exercises no discretion over which requests lawyers may access); South Carolina 01 - 03 (lawyer may pay internet advertising service fee determined by the number of «hits» that the service produces for the lawyer provided that the service does not steer business to any particular lawyer and the payments are not based on whether user ultimately becomes a client); Texas Op. 573 (2006)(lawyer may participate in for - profit internet service that matches potential clients and lawyers if selection process is fully automated and performed by computers without the exercise of human discretion); Virginia Advertising Op.

All insurance providers want basic information about potential clients before calculating possible premiums.

• Supervised and trained new interns on selected projects.05 / 05 — 08/05 xyz music company New York, NYMARKETING INTERN • Responsible for developing marketing strategy for college market • Participated in developing firm presentations to research the market atmosphere • Contacted current and perspective partners to introduce the firm, inform about products and services, and gather pertinent records • Gathered and compartmentalized pertinent information on sales, clients, and demographics into XYZ Database, Outlook, and Excel and PowerPoint Documents • Set up one - on - one conferences and attended client and presentational meetingsSKILLS / PERSONAL • Study Abroad in city, Australia, February — June 2007 • Computer Skills: MS Excel, Word, PowerPoint, Access, Bloomberg, Reuters, familiar with VBA, Flash, and web page design • Languages: fluent in Hebrew, basic Spanish • President, ABC Fraternity, 2005 — 2006 • Help the Homeless, AIDS & Relay for Life Walker • Social Activities & Hobbies: Avid runner and guitarist.

A responsible attorney will provide the client with basic information about child custody rights and applicable laws that will govern the custody arrangement, as well as provide information about other resources to consult.

When it comes to training and development resources specifically for mental health professionals interested in online practice, many privately operated consultancies have sprung up to cash in on the demand from would - be online counsellors for information about this wide range of ancillary needs — including, for example, basic introductions to how to use encryption tools, or chat clients, or even (in some «advanced» courses) how to market your new practice online.