Sentences with phrase «obtain information about the client»

Rule 3.2 - 7.2, requires lawyers to «make reasonable efforts to ascertain the purpose and objectives of the retainer and to obtain information about the client necessary to fulfill this obligation».

The purpose of these interviews is to obtain information about the client's perception of the matter, from both a substantive and a service perspective.

Before accepting a retainer or during a retainer, if a lawyer has suspicions or doubts about whether he or she might be assisting a client in dishonesty, fraud, crime or illegal conduct, the lawyer should make reasonable inquiries to obtain information about the client and about the subject matter and objectives of the retainer, including verifying who are the legal or beneficial owners of property and business entities, verifying who has the control of business entities, and clarifying the nature and purpose of a complex or unusual transaction where the purpose is not clear.

Employ the use of interviews, surveys, psychometric, and diagnostic tests in obtaining information about clients and the possible source of their distress

Monitored vital signs, such as blood pressure and pulse, tested and recorded blood glucose levels, obtained information about clients» medical history, drug history, complaints and allergies.

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).

The inquiry found that Hoon had claimed that he had or could obtain confidential information about the government's strategic defence review that would be of benefit to business clients.

In this stage the genetic counselor will ask the client about their own health history, as well as their family history, and obtain as much information as necessary.

PriorFX offered investment advice or portfolio management without obtaining sufficient information about clients» financial situation and objectives and has not made sure its clients are knowledgeable enough on the relevant investment products and services.

For example, BlackRock Canada may obtain personal information about investors for the purposes of the administration of its clients» accounts.

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.

About the Pet Wellness Report The Pet Wellness Report is a Health Risk Assessment designed to complement the standard physical exam and pet history, to enhance veterinarians» ability to obtain additional information around potential health risks or disease, and facilitate communication with their clients.

Under the Code of Ethics, Helene is obligated to maintain and respect the confidentiality of all information obtained from clients; and to refrain from disclosure of information about clients or their pets to others without the client's explicit consent, except as required by law.

It is commonly difficult for prospective clients to obtain good information about lawyers and paralegals.

During the survey process, a partner may obtain important information about the needs, perceptions and plans of major clients as well as assess the level of satisfaction of these clients.

Whether the firm needs to obtain more information about the client and its current or future operations, as the result of expansion, reduction or other significant changes in the nature of the services required.

Your law firm's website is the online portal through which your clients initially obtain information about your firm's services.

The iPads allow the clients to easily ask questions or obtain information about their case.

As described throughout this issue of LAWPROMagazine, law firms (as well as government and in - house lawyers) are tempting targets because of the wealth of confidential information they have about their clients, such as strategic business data, proposed mergers and acquisitions, intellectual property and information obtained through e-discovery in the course of litigation.

In some circumstances, however, because of the nature of the retainer, the transferring lawyer and the new law firm may be required to obtain the consent of clients to such disclosure or to the disclosure of any further information about the clients.

They also impose obligations on counsel to follow up on suspicions that the client's purposes are improper, mandating that the lawyer «make reasonable inquiries to obtain information about... the subject matter and objectives of the retainer.»

Sources from which we may collect nonpublic information about you include: information we receive from you on applications or other forms in writing, via facsimile transmission, by telephone, by electronic means including e-mail and our website, or by other means of communication; information resulting from your transactions with us, our affiliates or others; information resulting from entitled services that you have received from us, our affiliates or others; information obtained from governmental sources, such as your driving record and claims history (insurance clients); and information obtained from non-governmental sources, such as demographic data used for marketing purposes.

In an article that detailed how Cambridge Analytica obtained information about millions of Facebook users, The New York Times reported this month that employees of the data research firm with European or Canadian citizenship had worked extensively for its American clients during the 2014 and 2016 elections, despite a warning from its own election lawyer.

Speak with clients and obtain information for loan applications and to answer questions about the process.

Employer's InfoSource will never obtain or use your personal information unless you have signed a consent / authorization disclosure form — specifically authorizing our client to order a «Consumer Report» about you.

• Interview clients / applicants in a bid to complete all intake procedures set forth by the facility • Determine applicant eligibility based on obtained information and run it through the system for verification • Schedule individual screening and eligibility appointments to decipher their suitability for each program • Review referrals for services and provide information to applicants and their families about eligibility requirements • Evaluate request and findings to ensure that they are in accordance with policies and procedures • Initiate procedures to grant, deny, modify or terminate eligibilities based on set principles • Write individualized plans of care and contact service providers for assistance and information • Ascertain that all eligibility and intake information is properly handled, paying special attention to confidentiality.

• Responded to inquiries about fares and ticket availability over the telephone and in person • Obtained client information for registration purposes and ensured that it was properly punched into the system • Provided information regarding fares for different destinations and holiday packages • Assisted clients in determining visa / entry requirements for different countries by providing them with base information • Used promotional techniques and created promotional materials to sell tour packages

* Obtain and study information about clients» products needs problems advertising history and business practices to offer effective sales presentations and appropriate...

The company says the platform also assists mortgage brokers in obtaining more detailed information about their clients and about options available to them.