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.