Sentences with phrase «client as a duty»

We should more often qualify our duty to our client as a duty to justice in the first place.

Not exact matches

Given the complexity and depth of the duties of an AM, as well as their close dealings with clients, it is essential that AMs are trained according to best practices in account management.

Many brokers feel as though once the markets close they are off duty and free to leave the office, however, doing so isn't making themselves available for their clients.

While the new DOL rules are principles based and do not provide discreet instructions as to what advisors should do to fulfill fiduciary duties, industry executive David Trainer said advisors can not lose with clients or regulators by incorporating research into their practice that is «inarguably in the best interest of clients.»

Nevada's existing statute imposes two specific duties: First, financial planners must «disclose to a client, at the time advice is given, any gain the financial planner may receive, such as profit or commission, if the advice is followed.»

The duty of care for clients is broad and covers new abuses as they come up.

While the new DOL rules are principles based and do not provide discreet instructions as to what advisors should do to fulfill fiduciary duties, we think advisors can not lose with clients or regulators by incorporating research into their practice that is:

They are registered with the SEC or a state securities regulator as fiduciaries, subject to the duty of loyalty and due care with their clients.

«In short, both Mr Furnival and Ms Cain have taken proper and appropriate steps to prevent conflicts or potential conflicts between the private business and his duties as my chief of staff by withdrawing from any work for clients in the health portfolio,» she said.

She also answers the phones and deals with walk - in clients, as well as other administrative duties.

Moreover, his system not only serves as a protection against data theft, it is also useful for business clients with issues related to the trend to «bring your own device»: It is becoming increasingly common that employees use their personal devices for official duties.

Mike Hall is a Durham native, and is currently the designated courier at the DFC, providing transportation for clients to and from their appointments as well as performing other administrative duties at the center.

Aw i love the accessories and things about fashion loved to see to stay trendy and moss fashionable cloths im a fashion designer as my duty to stay updated in fashion world to give advice for my clients running my own cloth shop College Uniform Manufacturers in Pune click Choose your premium quality uniform with college uniform manufacturers in Pune.

As an unspoken part of his job, he beds many of his elderly female clients, his flamboyant manner and sexual ambiguity not exactly belying his duty to his customers.

As a lawyer, I owed such a duty to my clients.

Ashlock wrote of «radical mediation» as the duty of agents on behalf of their author - clients.

As a registered investment adviser, Bernie Madoff had a fiduciary duty to his clients.

Such voting responsibilities will be exercised in a manner that is consistent with the general antifraud provisions of the Advisers Act, as well as Broad Run's fiduciary duties under federal and state law to act in the best interest of its clients.

«As uncertainty looms in the markets again, plan sponsors and financial advisers are duty - bound to equip their clients with more versatile retirement options,» says Haviland.

I would advise clients to always obtain their own inspection report as I believe there was an Ontario court ruling some years ago that a buyer can not rely on an inspection report prepared for a seller and therefore there is no recourse against the inspector and no fiduciary duty required from the sellers inspector.

The insurance company will pay for your counsel, but the lawyer has a duty to you as the client — not to the insurance company.

The insurance company funds a lawyer to defend you, but it's your lawyer and their duty is to you as the client.

As advisors it is our duty to constantly educate our clients into understanding the reasoning behind their particular investment strategy.

As a credit repair business owner your first duty is to truly share this common goal of improving your clients» financial situation and helping them achieve their goals.

Is punctual, reliable, have a great attitude, articulate and able to communicate well with clients and coworkers Pet Stylist will perform the following duties: Perform basic grooming services including brushing, bathing, and conditioning of animals Follow owner's instructions or Breed Standards when clipping, and trimming an animal coat Generate business operation such as communicate with clients and get exact instructions for each dog.

Duties include but are not limited to: assisting our customers with scheduling patient appointments, checking clients in upon arrival, cashier duties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal healthDuties include but are not limited to: assisting our customers with scheduling patient appointments, checking clients in upon arrival, cashier duties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal healthduties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal health care.

- Help with reception and front desk duties as needed; answering phones, scheduling appointments, checking clients in and out.

Our duty, and our pleasure, is to provide top quality patient care, thorough and thoughtful client education, and meticulous health maintenance, to ensure our patients live as long and healthy a life as is humanely possible.

Fulfill client service and administrative duties including, but not limited to: answering the phone and basic questions from the public, appropriately directing calls to other team members when relevant, checking voice mail messages, ensuring call - backs and information is delivered to appropriate staff, and responding to general email inquiries as necessary

Administrative tasks may include: contacting MSN clients to schedule clinic appointments, making upcoming clinic reminder phone calls, answering general program FAQ, providing excellent customer service, other clerical / administrative duties as assigned.

You'll be greeting clients and their furry family members, scheduling appointments, as well as handling multiple administrative duties.

Qualifications desired include: outstanding client service skills; excellent telephone etiquette; computer / internet literacy; strong organizational skills; attention to detail; office duties such as filing, medical record management, and handling financial transactions; and other skills as assigned.

Assists AFFL Coordinator with administrative duties such as data entry, phone calls to clients, organizing paperwork,

Despite the evident appeal of short - nosed pets to many of our clients, it is our duty as vets to not just treat these animals, but also to lobby for reform in the way they are bred — in particular the «extreme» brachycephalics such as Pugs, Bulldogs, French Bulldogs and flat - faced Persian cats.

Specific duties include but are not limited to working as a member of the pet care team to ensure that the daily feeding, cleaning, medicating and enrichment of our pet population is done in accordance to time frames and protocols as well as creating a positive experience for clients, ensuring quality customer service, ensuring accurate record keeping for animal disposition, facilitating and processing adoptions and training and oversight of Best Friends - Atlanta volunteers and promoting animals and the adoption program to the public.

Timothy O'Shea, senior vice president at Jefferies, sent a note to clients stating that «We see a buying opportunity as Activision Blizzard shares have traded down ~ 11 % in the past week on fears Epic's mega-hit Fortnite could siphon engagement & monetization away from games like Call of Duty, potentially pressuring near - term results.»

They know of the (many) varied process options available to the client and have a responsibility (often a statutory duty such as under s. 8 (2) of the BC Family Law Act) to review the options and to recommend a short list for the client's consideration together with pros and cons.

As Justice Newbury points out, lawyer and client are not typical contracting parties and are not equal; among other things, the lawyer owes a fiduciary duty to the client, owes professional duties to the court, takes on most or all of the financial risk, and possesses expertise that the client lacks (para. 92).

As lawyers, we have a duty to provide competent representation to a client.

I agree with J.G. that the questions are good but may flow better divided into categories such as: legal practice licencing: character, competence and ethics, duties and limits to client, court and profession; scope, roles and rules on virtual services and fees, responsibility and regulation, malpractice and compensation, etc..

To limit the number of lawyers so as to reduce the competition for clients, would be another evasion by law societies of their duty in law to solve the problem.

The attitude is characterized by a mistaken belief that maintaining a client's confidentiality, as is the professional duty of every lawyer, is equivalent to complying with the laws surrounding privacy and protection of information.

This article was published in the April 2018 issue of the ABA Journal with the title «Cloudy Ethics: Lawyers have an ethical duty to safeguard clients» confidential information — a task that's become more complicated as the cloud becomes more ubiquitous.»

Equity also imposed a duty of fairness on solicitors in contracting with clients, requiring the solicitor to establish, for example, that the client understood the agreement, that the price was reasonable, and «that the transaction was in all respects fair, and such as an independent solicitor who had performed his duty, would have advised his client to enter into.»

Being owned risks the resulting «profit duty» owed to investors, over-powering the duty owed to clients, i.e., going from concern as to serving one's clients better, to concern as to how many clients can be processed per unit time and at what cost per client, which means moving to commercial methods and attitudes.

In other words, in its infancy, the bad practice of lawyers was a concept involving such matters as procedure, decorum, respect, and deference — not breach duties owed to the client.

As to law firms becoming investment properties, and other such «alternative business structures,» that brings the conflict of interest between the profit duty and the fiduciary duty — between serving yourself and serving your client.

We can be strong advocates for our clients while diligently pursuing our duty to encourage settlement as our codes of conduct require.

(2) an unwillingness to attack the causes of difficult problems such as the unaffordability of legal services because their main duties are to their clients and institutional employers, who are their sources of income;

As I said in my prior post, the significance of this relates back to the fact that lawyers have an ethical duty to exercise reasonable care when selecting a product or service that relates to confidential client matters.