Sentences with phrase «of information about your client»

To recommend the best combination of DFA funds requires all lot of information about a client.

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.

A credit report and score can give you a lot of information about your client's financial history.

It enables us to access a considerable amount of information about a client and about a matter.

Includes an obligation to safeguard all of the information about a client against misuse and disclosure.

The search revealed to the court that not only was the client company indeed still active, but that a variety of information about the client was readily available — including the client's website, mailing address, phone numbers, email addresses, names, and other contact information.

The security and privacy of information about your clients, their discussions, and their family is paramount.

It gives you a much greater degree of control because nearly every bit of information about your clients and their cases is at your fingertips.

For example, in the diagram bits of information about a client are held across the practice management system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedents etc..

At TermLife2Go, we take the time to find out all of this information about our clients before we make a recommendation.

Other details that may be required in a home study are specific pieces of information about the client's home, bedroom dimensions, or specific income statements.

We do not have the right to any of the information about clients wishing to sell their home, or buy a home unless we have taken various courses and reached a higher standard than the public at large, why then should someone that has no understanding of the complications and privacy issues be able to access this information?

For example, the service contract agreement defines the relationship between the parties, explains services provided by the broker, explains the obligations and responsibilities of both parties, provides consent for the collection and use of information about the client and also contain details about remuneration.

Not exact matches

Swiss banks have been prohibited by law from revealing information about their clients since 1934, and as a result, Switzerland now holds the largest pool of off shore wealth in the world — US$ 2.7 trillion.

Drawing from real - life client experiences, Krisay says she has a realtor client who started including information about the homes he was showing (price, number of bedrooms and bathrooms, etc.) and doubled the number of direct leads on his website.

The firm had shared information about the malware, dubbed ModPOS, with clients in October, and briefed dozens of companies, including retailers, hospitality companies and payment - card processors, about its dangers.

The eight justices, who open their 2016 - 17 term on Monday, will hear arguments on Wednesday in the case of an Illinois man, Bassam Salman, who prosecutors said made nearly $ 1.2 million trading on inside information about mergers involving clients of Citigroup Inc, where his brother - in - law worked.

Art Sobczak, president of BusinessbyPhone.com, encourages sales reps to learn more about potential clients through social engineering, which essentially entails gathering outside information from others that will enable you help your prospect.

One of Torabian's wealthiest clients, who wished to limit the amount of assets being transferred to his kids, chose a graduated approach, providing for the slow release of information about their future inheritance over the course of many years, allowing his children to «have their own experience» with acquiring wealth.

«They may not share information [about their estate], because they think it might negatively impact their child's work ethic or because of confidentiality — if they think their children might talk about it with their friends or other family members,» said Connie Torabian, senior vice president and market trust director for U.S. Trust, who works exclusively with high - net - worth clients.

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 FAQ provides more information about advisor eligibility, disgorgement and distribution of funds to clients.

If you have any questions or concerns about our client's use of your personal information, please contact them directly using the contact information provided within their privacy policy.

The most exciting feature of Vendor Spotlight is that you can make announcements to clients, letting them know about upcoming product launches, changes to your products, suggestions and resources for promoting your products effectively, and other important news and information.

If you have a system where visitors can create a profile or account, this is a great way to get a lot of information about a potential client.

I will definitely use all of this information about hashtags and use them in my marketing plan to help out my client's company.

Legal expense insurance gains in popularity Reinsurance takes hard look at quake threats New pressures on Errors & Omissions could mean you wind up in court KPMG chats with Top Broker about its world view How identity theft victims» information is misused RSA helps entrepreneurs get social How to wow clients with a great meal and a touch of class

We use that information to make informed decisions about which keywords should be targeted on each page of the site for all full service SEO clients.

MaRS may also disclose more detailed Confidential Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of information, or (b) to others with the verbal or written consent of the Client.

An advisor may also generally provide a client with historical information about assets, such as historical rates of return for different asset classes.

Contact Australian Organic if you would like more information about some of the latest education products Kids Media offers to assist clients to target classroom teachers and their students.

on - going education to insure I can provide information about a variety of needs and am passionate about seeing my clients cherish those first moments of parenthood as well as the years to come.»

As a doula, she is passionate about sharing evidence based information with their clients so they can make the best decisions for them and then supporting them every step of the way..

Provide potential clients with information about your services, fees, areas of expertise, and information about your training or certification.

However, if a paid consultant «controls the delivery» of a message by encouraging an editorial board to support a position on a specific government action favorable to a client, then the consultant may need to register with the Commission and disclose information about the underlying client relationship.

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.

Persaud was accused of providing her clients with information about how to conduct their crimes and evade authorities, according to Wired.

Due to a series of changes in state ethics laws, officials now need to disclose more — though not all — information about clients they represent.

Our office and website make thousands of referrals each year by providing potential customers and clients with information about your business.

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.

His 2011 ethics reform bill was the first to require officials to publicly identify a range of money they earned on the side, and information about the clients they represent has gradually expanded.

«Although there will still be significant gaps in the available information about the outside activities of lawmakers and other officials, this database will ensure that going forward the public, the media, and policymakers will be better able to discern whether an officeholder or their business partners are representing clients with state business before state agencies, an important part of the overall picture.»

The AAAS may also share aggregated anonymous information about visitors to Science Websites with its clients, partners, and other third parties so that they may understand the kinds of visitors to the Science Websites and how those visitors use the site.

Randy has always read the bodybuilding magazines and has spent time online gathering information on the various theories about training and nutrition, but now that he was on the verge of training clients for a living, he'd been absorbed in research.

«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.

The most successful of the online dating sites have large databases of clients who give thorough and hopefully accurate information about themselves.

We can offer some old - fashioned services as two - way correspondence and Skype - sessions to prove the genuineness of our ladies and give two people an opportunity to exchange more information about each other, but we advise our clients meet as soon as possible.

Mark Brooks: iovation (my client) allows subscribing internet dating and SNS sites to identify devices and share information about the reputation of those devices... and catch scammers at the gate.

Another reason for sponsorship of a site is to gather market information about prospective clients and customers.

While registering, all clients must provide their personal and contact information, including name, age, sex, city of residence, zip code, e-mail address, as well as information about their preferences in partner.