Sentences with phrase «client financial eligibility»

Not exact matches

Participation in private placements is conditional on providing certain other information relating to your eligibility under securities laws, including client applications, ID verification and certain financial information.

Your clients may wonder if a 529 account can adversely affect their eligibility for financial aid.

With the Client's consent, we may also obtain information directly from a third party to help us determine your eligibility for various financial products and services.

Please call our Client Service Representatives at 415.554.3030 to discuss your eligibility for financial assistance.

HALCO provides free legal representation to clients who meet case and financial eligibility guidelines, and whose legal problem is within our Areas of Legal Practice (see below).

Clients have been prescreened for financial income eligibility and their cases have been selected based on a number of factors, including the merits of their case, the availability of volunteers and the reasonableness of the client.

Court Decision Mediator Decision Negotiated Settlement with litigation Negotiated Settlement without litigation Brief Services Client Lost Contact Client Withdrew Change in financial eligibility Insufficient merit to proceed

Clients must contact CLS and be interviewed to determine financial and case type eligibility.

Pre Screened Cases VVLP staff determines financial eligibility for each client before being referred for pro bono service.

«The old test - case criteria were pretty narrow,» says Thomas, noting it will now be possible to provide a certificate in a test case with significant implications for the poor even if the representative client doesn't meet the financial eligibility criteria.

Principal Financial Group's innovative underwriting uses «Big - Data» to determine a clients eligibility for the Accelerated Underwriting product, through three different avenues.

Ascertained client eligibility for financial assistance, state disability, private, government and community agencies furnishing assistance to patient.

Took part in determination of clients eligibility based on their age, need and financial stability

Determines initial and continuing eligibility of clients for income maintenance programs such as food assistance, medical services, financial assistance, and nutritional assistance, according to federal and state standards.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

This presentation, by Moira Laidlaw, Esq., will review those financial eligibility rules and identify planning opportunities for clients, whether they are in the middle of a health care crisis or interested in guarding against one in the future.