Sentences with phrase «information about those clients do»

Not exact matches

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).

As Cumberland Advisors shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

Do you think its in my clients best interest to use Twitter as his main page to use for information about his company and events he might have?

Anybody who provides services to an officeholder or candidate will need to disclose information about «each client who retains them» and the type of work they did for each of these clients.

But nearly everyone also has variants (often called polymorphisms) that are deemed benign — and companies typically don't send clients information about those variants.

«We have made several improvements to our website and the content of our newsletter, not only providing information about what we do, but other ways people can enrich their lives with good health practices, becoming an important resource to our clients.

Paid senior dating websites make sure that the information about their clients is secure and they take all precautions to ensure that their information does not fall into wrong hands.

Don't forget to gather only the important information about your clients as you may use this for compiling a profile listing.

I am not going to give you all the gory details about all of my projects, because I don't think my clients would appreciate my divulging this proprietary information.

In an October 4 post to the OverDrive blog, Lead Library Advocate Lindsey Levinsohn offered reassurances that the firm «does not collect or maintain any personal information» about visitors to its library clients» websites.

Our Best Interest Rates Beware of Bad Good Faith Estimates FREE Mortgage Rate Quote What Are mortgage closing Costs Get A Second Opinion mortgage quote Mortgage Estimate Terms Glossary Top Mortgage Mistakes consumers makes Best Interest Rate or Lowest closing Costs Using APR to shop and Compare Mortgage Lender Code of Ethics What to Expect when getting a mortgage The Metzler Team Mortgage Difference Meet Joe Metzler Our Mortgage client Testimonials Banker, Broker, or Direct Mortgage Lender Minnesota Mortgage Loan Programs Mortgages for Purchasing a home Remortgage - Refinancing your home, why, when, and how Home Equity Loans Zero Down Payment Loans First Time Home Buyer Information MFHA First Time Buyer Loans I have Bad Credit Zero Cost or No Cost Mortgage Loans How do I get a FHA Loan Minnesota, Wisconsin, and South Dakota VA Loans Interest Only Mortgage Long Term Locks We offer Reverse Mortgages in MN VA Loans in MN How to Buy Foreclosures Homes (REO) Guaranteed Interest Rate and Closing Cost Combination About Us - Mortgages Unlimited / Metzler Team Honest Mortgage Brokers in Minnesota Mortgages Unlimited Minnesota First Time Home Buyer Class in Minnesota

If you'd like more information about renovation loans what they can do for your clients, and for you please feel free to contact us any time.

Clients are advised to have information about their debts, income and expenses prepared prior to their appointment in order for counsellors to do a thorough financial assessment.

Our Best Interest Rates Beware of Bad Good Faith Estimates FREE Mortgage Rate Quote What Are mortgage closing Costs Get A Second Opinion mortgage quote Top Mortgage Mistakes consumers makes Best Interest Rate or Lowest closing Costs Using APR to shop and Compare Mortgage Lender Code of Ethics What to Expect when getting a mortgage The Metzler Team Mortgage Difference Meet Joe Metzler Our Mortgage client Testimonials Banker, Broker, or Direct Mortgage Lender Minnesota Mortgage Loan Programs Mortgages for Purchasing a home Remortgage - Refinancing your home, why, when, and how Home Equity Loans Zero Down Payment Loans First Time Home Buyer Information MFHA First Time Buyer Loans I have Bad Credit Zero Cost or No Cost Mortgage Loans How do I get a FHA Loan Minnesota and Wisconsin VA Loans Interest Only Mortgage Long Term Locks We offer Reverse Mortgages in MN VA Loans in MN How to Buy Foreclosures Homes (REO) Fed Rate Cuts Do NOT Equal Lower Fixed Rates Guaranteed Interest Rate and Closing Cost Combination About Us - Mortgages Unlimited / Metzler Team Honest Mortgage Brokers in Minnesota Mortgages Unlimited Minnesota Search the MLS Online - Search the largest home listing database First Time Home Buyer Class in Minnesota - Dakota County First Time Home Buyer Minneapolis St Paul City Living Progrdo I get a FHA Loan Minnesota and Wisconsin VA Loans Interest Only Mortgage Long Term Locks We offer Reverse Mortgages in MN VA Loans in MN How to Buy Foreclosures Homes (REO) Fed Rate Cuts Do NOT Equal Lower Fixed Rates Guaranteed Interest Rate and Closing Cost Combination About Us - Mortgages Unlimited / Metzler Team Honest Mortgage Brokers in Minnesota Mortgages Unlimited Minnesota Search the MLS Online - Search the largest home listing database First Time Home Buyer Class in Minnesota - Dakota County First Time Home Buyer Minneapolis St Paul City Living ProgrDo NOT Equal Lower Fixed Rates Guaranteed Interest Rate and Closing Cost Combination About Us - Mortgages Unlimited / Metzler Team Honest Mortgage Brokers in Minnesota Mortgages Unlimited Minnesota Search the MLS Online - Search the largest home listing database First Time Home Buyer Class in Minnesota - Dakota County First Time Home Buyer Minneapolis St Paul City Living Program

All information about a client and a security must be analyzed to determine if an investment is suitable for the client in accounts where a suitability exemption does not apply.

Policy 3 — Using and Disclosing Personal Information 3.1 We will only use or disclose client personal information where necessary to fulfill the purposes identified at the time of collection or for the purpose reasonably related to purposes such as: · To conduct client surveys in order to enhance the provision of our services · To contact our clients about products or services that may benefit their pets · To contact our clients in the event of a medical alert concerning their pet 3.2 We will not use or disclose client personal information for any additional purpose unless we obtain consenInformation 3.1 We will only use or disclose client personal information where necessary to fulfill the purposes identified at the time of collection or for the purpose reasonably related to purposes such as: · To conduct client surveys in order to enhance the provision of our services · To contact our clients about products or services that may benefit their pets · To contact our clients in the event of a medical alert concerning their pet 3.2 We will not use or disclose client personal information for any additional purpose unless we obtain conseninformation where necessary to fulfill the purposes identified at the time of collection or for the purpose reasonably related to purposes such as: · To conduct client surveys in order to enhance the provision of our services · To contact our clients about products or services that may benefit their pets · To contact our clients in the event of a medical alert concerning their pet 3.2 We will not use or disclose client personal information for any additional purpose unless we obtain conseninformation for any additional purpose unless we obtain consent to do so.

If done right, flyers can convey information to your clients about medical procedures, vaccine protocols, preventive care techniques, and recommended wellness services in a quick, memorable way.

Training programs done in veterinary practices often inundate a person with information about medical procedures, client service, standard operating procedures and practice policies.

The Client Information Sheet, modeled after similar drug information sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effInformation Sheet, modeled after similar drug information sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effinformation sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effinformation about the potential side - effects and what to do if side - effects occur.

The notion of revealing information about a client — even if that information is available elsewhere — doesn't do anything at all for a client or a potential client.1 It just allows the lawyer to shoot their mouth off.

But the proposed changes call attention to the fact that you'll want to be careful when using these sites to be certain that the comments you and others make on your site do not contain information about you «the lawyer» or your «lawyer services» that could be considered false and / or misleading — even if that means deleting an overly flattering testimonial that could deceive potential clients.

My blog, Caveat Emptor, is full of information for potential clients, so they learn about what I do and how I can help them.

Look, globalization information technology and what I often call the kind of blurring together of traditional categories like law versus business, or global versus local, or public versus private, these three things are reshaping everything about our world and as lawyers of course we should think they're going to reframe us about what it means to be a lawyer, the market for legal services, how we connect with our clients, the kinds of things that we do and how we do them.

For more information about Pam Miller and the extensive work that she does for Ketchmark and McCreight, P.C. at our wrongful death clients across Missouri, read the detailed article, entitled Sexual Harassment Lawyers work with Professional Social Worker in Missouri as soon as possible.

Sam Glover: Which really all brings it back to what you've been saying the whole time, which is be careful about who you learn from, whether it's a mentor or your boss or whatever, because you're going to, whether it's the way they treat potentially - confidential client information, or everything else they do, you really can't question everything.

A good welcome package should include three categories of materials: information about the client's issue or matter, tools to aid your client throughout the engagement, and information about who you are and what you do.

They've got to go through their Rolodexes and PDAs and figure out which contacts to contribute to a central repository, adding information about those clients — like what sort of work the firm does for them and what alerts they might want to receive.

Solmon says the Supreme Court of Canada took the position in Maranda v. Richer and R. v. Cunningham that seeking «factual» information about a lawyer's account may still be privileged, even if this information does not reveal «communications» between the client and his or her lawyer.

You certainly don't have to know which lawyers like to mountain climb in order to build a team to work on a client file, but at some level knowing some personal information about colleagues is part of the social fabric that keeps a firm together.

The lawyer testified that he usually gives or sends to clients involved in an alleged «hit and run» accident a brochure or excerpts from a book he had self - published that includes information about s. 24 (5) of the Insurance (Vehicle) Act, but did not recall and made no record of whether he did so in this case.

not doing due diligence to verify that the information a client provides about his / her assets or liabilities is accurate.

How would you go about making sure that your clients» databases of personal information are saleable assets — or can this be done in Canada (or... [more]

The survey process may be imperfect, however, every bit of information about what a law firm may do to better serve its clients is important and worthy of consideration.

If a prospective client can't find the information they are looking for on your site or doesn't understand what you are talking about, they will move on to one of your competitors.

Many solicitors would like more publicity to help with their law firm marketing but feel the only way this can be done is by revealing information about clients involved in high profile cases.

A lawyer may have a duty of confidentiality with regard to information about his or her representation of a client, but because the information is not a part of a confidential communication, it does not benefit from the protection of the privilege.

Sam Glover: Yeah, I mean in order to get your ahead around search engine marketing, I think it helps to remember that search engines are massive question answering machines and so the people who do well in search engine marketing are people who have the answers or the information that people are looking for before they start looking for the information about who to hire and yeah, move yourself up the client journey.

The working group examining the issue has found that clients of some personal injury firms do not always know about the existence of referral fees, or that they are being referred to another lawyer, even though the law society's current rules require lawyers to disclose such information.

Finally, while some lawyers have been considering developing apps for their law firms to accommodate smartphone and tablet users, I don't see much utility for those apps, unless you're talking about an app that gives existing clients access to a secure client portal to get information on their individual case.

This website is for general information only about the law practice of Anthony Castelli, a lawyer licensed in Ohio, and does not constitute legal advice for your claim nor does use of this site or filling out a contact form constitute an attorney client relationship.

To understand some of our approaches to what we do, we have provided this information about our recent case projects as examples of how our methods for plaintiff electronic discovery saves our clients hundreds of thousands of dollars in processing and diagnostic costs.

The websites are stuffed with information that the lawyers consider important (most of it ego - feeding) but that clients either don't care about or automatically discount, and they're organized by «lawyer» categories (e.g., practice areas) rather than by problems or opportunities or markets or industries, which are the categories in which clients tend to think.

The Web site was, in essence, designed by Schlichtmann to disseminate to the public information about Cadle and, by doing so, to attract clients to his law practice.»

Here's the bottom line: do you want to be held financially and ethically responsible if someone gets into your computer and steals information about you and your clients?

Lawyer website designs are excellent ways for giving information to potential clients about the attorney and what she does.

Not only does its initial appearance provide a glimpse at how you carry your firm, but it also provides information about what is most important to your firm (i.e. areas of practice and how clients can contact you).

We may deny access when: • it is required or authorized by law (for example, when a record containing personal information about you is protected by solicitor - client privilege); • to do so would reveal confidential commercial information, and the personal information can not be severed from the record; • to do so could reasonably be expected to threaten the life or security of another individual, and the personal information can not be severed from the record; or • the information was generated in the course of a formal dispute resolution process.

I think most attorneys are aware that you don't directly solicit clients via «message boards», and that you don't post in public fora information about the case you're working on.

Good lawyers don't disclose confidential information about other clients.

While his site doesn't yet feature such tools, Hayes likes the idea of clients visiting his site to get information about their cases «without having to call us and ask.»