Sentences with phrase «management fee schedule»

It should discuss the details of your management fee schedule, your written financial planning fee schedule, ticket charges and trading costs, arbitration, how you handle discretion, 12b - 1 fees, and all of the legal details about how you bill and do everything.

Not exact matches

Management of the University released the schedule of fees for the next academic year but was met with outcry from the student body.

He further intoned that, «I think we should give the credit to the students who corporated with management and paid their fees promptly which enabled us to pay for the loans ahead of schedule.»

Administration of Medication Policy Background Check and Reporting Policy Bullying Policy Bylaws of Weilenmann School of Discovery Child Abuse Reporting Communication Policy Conflict of Interest Policy Copyright Policy Discipline and Behavior Policy Drug & Alcohol Policy Dual Enrollment Policy Educator Rights Policy Enrollment Policy Establishment of Board Committees Fee Schedule & Policy Fee Waiver Policy Finance Policy General Education Provisions Act Statement Grievance Policy Grievance Form Head Injury Policy Heavy Equipment Policy Hiring Practice and Policy Honor Code Learning Resources Reconsideration Policy Learning Resources Selection Policy Nondiscrimination Statement Nutrition and Physical Wellness Policy Parent / Guardian Rights Policy Parental Notification Policy Records Management Policy Responsible Electronic Device Use Policy Safe Walking and Biking Policy Service Animal Policy Special Education Policies and Procedures Manual Statement of Religious Freedom and Policy Student Acceleration & Retention Policy Student Attendance Policy and Procedures Student Data Privacy and Security Governance Policy Suicide Prevention Policy Technology Security Policy Test Administration Policy Title I Parent Involvement Policy and Information Volunteer Policy Form

The IRS allows you to deduct investment management fees as a miscellaneous itemized deduction along with other miscellaneous itemized deductions on Schedule A of your tax return.

The second part requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser's fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser.

Annual Disclosure Notice Brokerage and Investment Advisory Services Cash Management Awards Points Program Rules Consolidated Report Disclosure Electronic Funds Transfer Services and Cash Management Program Debit Card IRA Clients — Notice of Approval International Disclosures Margin Account Facts and Disclosures Options Level Descriptions for Accounts at Baird Private Investment Management (Commission - Based Pricing) Disclosure Routing of Equity Orders Safety of Client Assets Schedule of Fees and Services Charges

Dividends will come from the trading fees of investment funds under the management of ICONOMI and from the fees of investment funds of independent traders, listed on the ICONOMI fund management platform and in accordance with the fee split schedule.»

Keep cost of doing business down through careful supply management, diligent scheduling procedures, and prompt billing in order to maintain current fee schedule

Utilized mainframe, PC - based spreadsheet and database management software to gather and analyze financial and utilization data using various data sources, including insurer claims / eligibility / UM data, hospital billing data, payor's physician fee schedules and Medicare RBRVS fee schedule.

Demonstrated excellent project management skills including budgets, staffing and scheduling, monitoring team's progress, fee analysis and billing, significantly reducing unnecessary chargeable hours and creating an effective and efficient team environment.

Conducted financial analysis to determined impact of all proposed fee schedule changes for senior management review.

• Greet students and parents as they arrive at the school office and provide them with required information • Handle the PABX system, take and relay messages and transfer calls to intended recipients • Assist prospective students in filling out registration and admission forms by providing them with required field information • Provide students and parents with information on admission fees and term schedules • Create and distribute staff schedules and ensure that they are appropriately followed • Develop and maintain electronic filing and records management systems and ensure that data confidentiality is assured • Take and verify requests of information retrieval and ensure that records are properly and timely updated • Oversee the inventory system to ensure timely obtainment of school office supplies and equipment

Responsible for answering and routing phone calls, scheduling client appointments, fee collection and management, data entry, charts management and organization, general office duties.

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andmanagement software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andManagement Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andmanagement Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

Coester Appraisal Management of Rockville, Md., was ordered Thursday by the Louisiana appraisal board to use a third - party appraisal fee schedule compiled by the Southeastern Louisiana University Business Center in Hammond, La..