Sentences with phrase «information following client»

Presented supervisor with crucial information following client meetings by successfully gathering relevant data.

Not exact matches

To formalize our conduct governing the collection, use and disclosure of our clients» personal information, we have adopted the following Privacy Principles (the «Principles») that will enable us to comply with the legislation passed by both the provincial and federal governments.

The information was gathered from 17 household digital money trades and exchanging stages following FSA examinations concerning know - your - client (KYC) direction adherence.

You will need to quote the following information (If you need to update your client details, please do so prior to booking):

MomLifeTV uses information for the following general purposes: to customize the advertising and content you see, fulfill your requests for products and services, improve our services, contact you, conduct research, and provide anonymous reporting for internal and external clients.

The death rates are appalling and the fact that so many «high risk» births were allowed to go forward as home births is also appalling, I would suggest that a lack of training among non-CNM midwives would be obvious to MANA based on the fact that they can't even follow up with their clients for the most basic of information.

The City Bar Association concluded that it urged that state law require attorney - legislators to disclose the following information with regard to all clients:

If you have an issue with the service you've received, please enter your contact information and a description of your complaint below and a Client Advocate will contact you promptly to follow - up.

Clients currently being serviced by RP Funding, please make note of the following helpful information.

The personal information gathered on Desjardins Online Brokerage sites is used solely to follow up on a client's online requests for services and financial products, or for estimates.

[XYZ] Collection Agency agrees to delete ALL information regarding this account from the credit reporting agencies WITHIN TEN CALENDAR (10) DAYS following receipt of payment as specified above and will not discuss the terms of this settlement with anyone, excluding your client on this account.

The services to be provided by Recipients may include, but are not limited to, the following: assistance in the offering and sale of Fund shares and in other aspects of the marketing of the shares to clients or prospective clients of the respective recipients; answering routine inquiries concerning the Funds; assisting in the establishment and maintenance of accounts or sub-accounts in the Funds and in processing purchase and redemption transactions; making the Funds» investment plan and shareholder services available; and providing such other information and services to investors in shares of the Funds as the Distributor or the Trust, on behalf of the Funds, may reasonably request.

2.5 We may collect, use or disclose personal information without the client's knowledge or consent in the following limited circumstances: · When the use of personal information is permitted or required by law · When the personal information is available from a public source (e.g. at telephone directory) · When we require legal advice from a lawyer or regulatory association · For the purpose of collecting a debt · To protect ourselves from fraud

6.2 The following security measures will be followed to ensure that client personal information is appropriately protected: · Client / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informclient personal information is appropriately protected: · Client / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informClient / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informClient files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informclient's personal information such as shredding documents and deleting electronically stored information.

This Personal Health Information Protection Policy, in compliance with PHIPA, outlines the principles and practices we will follow in protecting clients» personal iInformation Protection Policy, in compliance with PHIPA, outlines the principles and practices we will follow in protecting clients» personal informationinformation.

To help reinforce these messages with clients, the practice should create a take - home oral health information packet that includes the following:

Responsibilities include, but are not limited to: Performing high - volume, high - quality, safe spay / neuter surgeries, ensuring safe, effective and efficient medical processes from check in to discharge (including follow up), providing quality medical screenings, provide medical information to clients and answer questions as needed, providing post-surgery follow up as needed, monitoring the health of client animals, providing direction to surgical staff.

A. Every veterinarian involved in a veterinarian - client - patient relationship performing any service requiring a license to work on any animal or group of animals in his custody or in the custody of a veterinary facility, shall prepare a legible individual or group animal and client record concerning the animal (s) which shall contain the following information:

Therefore, we ask each client to provide us with the following information.

Collaborating with clients for follow - up visits, in - home instructions, and information to ensure the long - term health of their pets

You could have the client wait to discuss their concerns with the doctor, or perhaps the receptionist can detail the concerns to the veterinary assistant, who will then follow up with the client before passing the information along to the veterinarian.

At Route 66 Veterinary Emergency Critical Care Center we encourage all of our referral practices to provide your clients with contact information to our facility in the following ways:

Reinforcement is the key to a client's ability to retain information and follow - through — so be sure to show, tell, and reiterate your instructions often.

If you have any clients who you think would be interested in participating in our study, or if your client has approached you about this study, the following information should be helpful.

We provide exhibitions and information which create a historical context for artists and their art, and we follow up with clients as more information on an artist that interests them becomes available.

Next, you have the ability to create custom checklists so that you can control what information gets collected, who is assigned to what follow - up task, and what email reminders get automatically kicked out to potential clients.

Following instruction, Archers Law will use FileView as a further option to keep clients and referrers informed, enabling staff to securely display case information on the firm's website, therefore reducing the number of «update» calls received.

Offering a worksheet or ebook with information potential clients might find helpful is an effective way to exchange useful information for an email address you can use to follow up.

If it is accepted that potential clients have insufficient information to properly assess the quality of lawyers and paralegals (leaving them instead reliant on brand advertising, irrelevant and misleading «awards» and photographs of reassuring faces), then it follows that we should be thinking carefully about whether further information can be disclosed.

Working with the following two agencies and others, we strive to provide complete assistance and information to our client community.

The following six agencies work together to provide representation, legal advice, information, and support to clients with legal problems in New Hampshire.

«Following enthusiastic recommendations from a number of clients: «She is approachable and keeps people informed without bombarding them with information.»

The construction team has advised clients extensively on Building Information Modelling (BIM) and incorporation of BIM protocols and obligations into construction contracts, appointments and supply chain contracts following the Government's statement requiring fully collaborative 3D BIM for public sector projects as a minimum by 2016.

The proposed opinion follows other states that have addressed the issue in concluding that lawyers may ethically use cloud computing, provided they exercise due diligence to ensure that the cloud provider maintains adequate safeguards to protect the confidentiality and security of client information.

The client confidentiality issue is the one most scholars will be most interested to follow, though it will take another lawyer like Mr. Hunter actually discussing client information to trigger a similar case in another state.

Before giving his presentation, the lawyer stated that the «following information I am going to share is protected by attorney - client privilege.

Generally, Torkin Manes collects, uses and discloses Personal Information for the primary purpose of providing our clients with professional legal services and representation, including for the following purposes:

Captorra has not only provided a way to access their information immediately, but also provides my intake team with a tool to quickly follow up, email and even text message potential clients to get an immediate call back to discuss their case.

Lexicata lets you create custom intake forms to easily collect client information and then set reminders for both the lawyer and client to follow - up on intakes.

The following primer was prepared as a result of numerous requests by clients seeking information about the scope and effect of the recently - enacted «serious offence» regulations.

It found that «storing client data in «the cloud» is a permutation on traditional ways of storing client data, and requires lawyers to follow the ethics rules that apply to client information in whatever form.»

The Legal 500 UK is a key industry report that grades law firms following a rigorous research process that includes interviews with clients and peers and information provided by the firms themselves.

When we are retained to help our clients following an accident, we typically request all of this information.

As well, many companies are not aware of gaps in «traditional» insurance products that more specialty liability insurance products (i.e. media and Internet liability, cyber liability) are intended to catch, including breach of fiduciary duty to protect privacy of client information, content exposure (defamation, intellectual property), damages caused by virus, third party financial losses due to system downtime, costs associated with data breach notification following a cyber attack / hack, etc..

Type 3: «Too Much Information» — where people «misplace the filter between mind and keyboard,» such as when a former Ketchum executive tweeted the following on the way to visit his client, FedEx:

We follow up with clients on a regular basis, with information and emotional support.

To help provide clear information for our clients in Kenya, the following content on the «Kenyan Emergency Group Litigation» has been provided in the three main Languages used — English, Swahili and Kikuyu.

Obtained temporary restraining order for client in matter involving former employee's retention of sensitive, confidential patient health information following termination of employment in a Dallas, Texas district court.

helps barristers to understand every stage of the immigration client journey from identifying their legal need, choosing a provider, receiving legal advice and / or representation, to following up on the information they receive; and

The Legal 500 UK is a key industry report that grades law firms following a rigorous research process that includes interviews with clients and peers as well as information provided by the firms themselves.