Sentences with phrase «notify clients»

In addition, you may be required by law to notify clients if a breach of PII does occur.

They will notify the clients where, when, and how to get the keys.

(iv) notify clients promptly and seek the transfer, referral, or continuation of services pursuant to the client's needs and preferences if termination or interruption of services is anticipated;

Since background screening providers must follow the Fair Credit Reporting Act (FCRA), a federal law that governs how background checks are conducted in the United States, Rosen said that providers «should have the ability to quickly notify their clients of any changes in the FCRA or other applicable laws, and also should conduct annual FCRA compliance audits of their own operations.»

Also covered, would be the costs to notify your clients if there has been a privacy breach and their private information has been compromised.

You have a duty to notify your clients how and when you used their funds and to keep detailed and accurate records.

The plan should ``... at a minimum, include the designation of another lawyer who would have the authority to review client files and make determinations as to which files need immediate attention, and who should notify the clients of their lawyer's death.»

Further, if the business is to be separate, the law firm must take steps to notify clients of the fact of commonality, and the difference in regulatory protection.

If, in fact, a law firm discovers it has been hacked, it should first and foremost notify its clients.

Further, and not surprisingly, the NYSBA states that if the lawyer has information to suggest that the provider's security measures are not longer adequate, or if the lawyer learns of a breach of confidentiality at the provider, the lawyer must investigate whether there has been a breach of confidentiality of its client information, must notify clients, and must discontinue use of the service unless the lawyer receives assurances that the problems have been sufficiently remediated.

Although the departing lawyer may properly notify clients of planned departure, the lawyer may not, prior to departure, solicit or otherwise lure firm clients.

Accordingly, organizations should notify clients when using a service provider located outside Canada and advise them that their personal information may be subject to the laws of a foreign jurisdiction.

Earlier in 2016, the ABA extended comparable obligations to lawyers who receive a demand for client files or information, requiring them to make reasonable efforts to notify clients or former clients.

But any ruling upholding the in - house privilege should emphasize the firm's fiduciary obligation to notify clients as quickly as possible about potential malpractice or malfeasance, or any other situation that may create differing interests between lawyers and their clients.

It can be daunting to figure out how much notice to give, anticipate what's going to happen after you do, and notify clients you are -LSB-...]

Once sold, the lawyer must notify her clients, in writing, that the practice will be sold, that they can hire a lawyer other than the buyer and have their file returned, and that consent will be presumed if the client does not take action or object within 90 days of receiving the notice.

Attorneys also have ethical and common law duties to notify clients if client data has been breached.

When an attorney is suspended, he has ten days to notify all clients, co-counsel, and opposing counsel (or parties if the parties are unrepresented) in pending matters of the order of suspension.

Lawyers will be obliged to notify clients of this risk.

The California Code of Regulations requires we notify our clients that we do not have veterinary personnel on duty at our Clinic between the hours of 4:30 p.m. and 7:30 a.m., nor do we offer after - hours emergency care.

Debt settlement companies can no longer advise clients to stop paying creditors and are required to notify clients that creditors may not agree to reduce balances owed, and that debt settlement plans can negatively impact consumer credit scores.

This system is also designed to notify clients of a margin warning via email.

Authorhouse were then responsible to take over our calls / emails and notify our clients... it appears from this that they did not do that.

Wells Fargo Advisors will attempt to notify clients of maintenance calls but is not required to do so.

In the event of a planned or unexpected disruption to services or facilities for clients with disabilities, MaRS Discovery District will notify clients promptly.

iSight said it began notifying clients of the threat in October, and other retailers more recently in order to give them time to track down and remove the malware from their machines before the Black Friday and Cyber Monday shopping sprees.

Notify your client of any problems or challenges on the horizon, so you can collaborate on resolutions together.

We will notify the client immediately if something is amiss.

When a policy becomes a MEC, the insurance company should notify the client in writing and offer a refund of the premium that caused the MEC.

On September 30, 2017, we notified our clients of the anticipated changes to Citi's fixed income index names as a result of their acquisition by London Stock Exchange Group (LSEG).

If the Firm determines that the proxy voting policies in Part VII.2 do not adequately address a material conflict of interest related to a proxy, it will provide the affected Client Account with copies of all proxy solicitation materials that the Firm receives with respect to that proxy, notify that Client Account of the actual or potential conflict of interest and of the Firm's intended response to the proxy request (which response will be in accordance with the policies set forth in Part VI.A.2 (b)-RRB-, and request that the Client Account consent to the Firm's intended response.

This means that if you're practicing asset allocation, then they'll let you make switches without having to notify the client when you are rebalancing.

7.6 If a request is refused in full or in part, we will notify the client in writing, providing the reasons for refusal and the recourse available to the client.

Notifying clients of parasite problems in their area can build trust and loyalty — not to mention the fact that it will get pet owners on the phone to schedule an appointment when they otherwise would not.

It is with a heavy heart that we notify our client families of Bernardo Heights Veterinary Hospital that our founder and friend Dr Paul Fenner lost his long time battle with Melanoma cancer over Labor Day weekend (2015).

Here's what you need to know while negotiating a sale, drafting the deal, and notifying clients.

Also, notify your client of your document destruction policy in the file - closing letter, and let them know that when the time comes, you will be destroying their file without further notice to them.

Our lawyers are actively engaged in ongoing discussions about NAFTA, speaking at conferences about NAFTA and notifying clients of recent developments.

It is advisable to notify the client in the non-engagement letter that there may be time limitations that apply to their matter, and that the client should seek legal advice from another professional if they are concerned about these time limitations.

The attorney should notify the client if he plans to outsource any work, and the attorney should have the client sign a consent form if the work deals with materials protected under applicable rules of client confidentiality.

The duty of diligence may require that each sole practitioner prepare a plan... that designates another competent lawyer to review client files, notify each client of the lawyer's death and disability, and determine whether there is a need for immediate protective action.

By arguing that the State Trooper did not properly notify his client about the license suspension and failed to amend the notice appropriately, attorney O'Meara convinced the judge to rescind his client's suspension, allowing him to retain his driving privileges.

• Be familiar with the requirements in your jurisdiction's rules of professional conduct, and how they dictate you behave when approached with a request or demand for inspection; the expectations for how you will safeguard your clients» information; and the rules for notifying any clients whose information may have been revealed during a border search.

If you're worried about missing something, imagine instead a scenario where you listen to a client's frantic message on your smartphone, log into your case management system to get updated on the matter, access the problem, solve the problem, notify the client of the solution via a quick call or email and then order another mai tai.

Having a well - defined plan, going paperless, having the right insurance, notifying your clients, and having the right supplies can make the difference between reopening as soon as possible and closing your practice for good.

Where the client has made a confession, it may also be excluded if taken under duress or without notifying the client of rights to be silent or have an attorney present.

You have a duty to notify your client how and when you used their funds and keep detailed and accurate records.

If an attorney fails to notify a client of a settlement offer or gives inappropriate advice, it can be grounds for a claim for legal malpractice.

Develop a data security incident response protocol or plan (including plans for notifying clients, government, etc. in case of a breach).

If you want to record client calls, at least have a whisper message that notifies the client that the call is being recorded.