Sentences with phrase «place client monies»

Hence all monies will be held in a General client account in the name of «Bevan Brittan LLP client account» and we will not place client monies in a DDA unless specifically requested to do so.

A recent change to the Client Assets sourcebook (CASS) regulation allows firms to place client money in bank accounts with unbreakable terms of longer than 30 days.

Not exact matches

Client money has ended up in strange places.

I spend a lot of time talking clients «off the ledge» when they'd like to move all of their money into one outperforming asset class, place a large bet on hedging strategies for a pending correction they see coming or suddenly want to get out of the market altogether and «drop anchor» for fear of pending scary dives in the markets.

Bogle told those assembled that he has been an advocate for «a federal standard of fiduciary duty, the duty of everyone who touches «other people's money» (OPM) to place the interests of [their] clients above [their] own interests» and that he supports the proposed Department of Labor broker fiduciary duty standard.

In order to assure our clients and prospective clients that the assets they invest with us are protected from such scams, we have set forth below various key safeguards in place at South Texas Money Management, Ltd. (STMM) that protect our clients.

If a client places a market order in these markets, Saxo Bank will automatically convert the order to an aggressive Limit order within a certain percentage limit «in the money».

For instance, if a client has a staircase leading out the front door and she's experiencing money troubles, I'll place a convex mirror to catch and scatter the energy back into the house.

As long as you have the right strategy in place, this is one venture that could earn you a lot of money but what many do not realize that part of this strategy is to find the best dating software as it is what will create a platform for your clients to interact with the site and amongst each other.

Their place in the industry is fading away and they know it, which is why so many of them have set up publishing arms to «help» their clients out of even more of their rights and money.

People are against such rules due to the fact that such places of interest will lose their clients and lose money.

Free online book marketing for authors complements print book marketing and places your name, books, products and services in front of millions of customers, clients and web browsers to increase your income and save you money.

That's because it's impossible to build a lasting clientele by trading stock options, since you place your clients in investments that will almost certainly cause them to lose money.

That's because it's impossible to build a lasting clientele when you place your clients in investments in which they are almost certain to lose money.

If they owe you money for performance settlements advise the client that prior to their complaint the FTC put a regulation in place to make sure debt settlement companies got paid for services after they did the work.

In terms of saving money, the client would be much better off placing $ 9.70 a week, through automatic payroll deductions, into some form of savings account like a TFSA.

-- Fast transfers — the Wallet allows the client to deposit money to your trading account at any time and any place, RAMM and Stocks accounts included.

The truth is that it's impossible to build a lasting clientele by trading options, since they place their clients in investments that will almost certainly cause them to lose money.

Performance Settlement has developed an FTC compliant and innovative approach at the highest ethical standards of business by placing all of their client's money towards savings from day one and only procuring its compensation once the debt is settled.

«Even though you're paying the cost associated with having Vetsource fill the order, it's still money that you would have never had in the door in the first place because those are clients who are shopping on 1 -800-PetMeds or Drs. Foster and Smith.

You don't have to be a whiz web designer to earn money with a location independent business either; I've met voiceover artists, airport management consultants, wildlife illustrators, database architects, jewelry designers, import / exporters, coaches, and more — all who make a living from all over the world, with clients in equally far - flung places.

You probably already know how important it is to have a contract in places, but you can have the best, most detailed contract in the world and if your client just doesn't have the money to pay you then you're not going to see that cash without a lengthy fight.

A nice place to start if you're relatively new to illustration, How to be an Illustrator looks at all areas of the job, from creating a portfolio and approaching potential clients, to preparing for contract meetings and managing your time and money.

Accounting procedures will be put in place in compliance with the requirements of the UK regulatory system governing the proper use of Client monies held by UK solicitors.

In addition to assisting clients recover their money when things regrettably go wrong we can also help clients do things correctly in the first place.

«Law societies have been at the forefront of the fight against money laundering for more than 15 years, putting in place a regime that prohibits members of the legal profession from accepting cash from clients and requires them to comply with strict know - your - client rules.

Clients ranked their satisfaction with law firms» communication and responsiveness 4.2 out of 5, 0.1 points lower than in 2017 and 0.4 points lower than the importance they place on it — the third largest gap in the survey (along with quality of legal advice and value for money).

• Seven Easy Ways for Law Firms to Throw Away Money on Technology • The Best is the Enemy of the Good: Making Good Technology Choices • Dennis Kennedy's Legal Technology Predictions for 2006: Small Steps for Most Firms, Giant Leaps for a Few Firms • Rethinking Your Approach to Legal Technology / November 2005 • Placing Your Bet on Client - Driven Technologies

My aim is to obtain interim payments wherever possible, to provide monies for my client and so that I can put rehabilitation, a care package and suitable accommodation in place at as early a stage as possible and ideally before my client even leaves a hospital.

All interest that accrues on monies held by us which has been placed on a DDA is automatically credited to the client balance.

The lawyer had returned money held in his own trust account to the client to whom it belonged, despite the fact that there was a Mareva order in place with respect to the funds.

Aside from the fact that attorneys make enough money to pay their bills, they also make good clients because many lawyers are attracted to legal work in the first place in order to provide «justice for all.»

Every lawyer who holds money for clients must have a system in place for maintaining and properly recording all transactions related to these funds.

These are aimed at compliance officers, who need to keep a tight rein on client money, reduce risk exposure and monitor the effectiveness of their probate departments in a competitive market place.

I've had lots of client's come to me trying the «Do it yourself» approach, only to find out that it is going to take more time and money to undo what they have done than if they would have just hired a lawyer in the first place.

If a retainer agreement is reached between the firm and you, the client, you can be sure that the money is placed into a trust - account.

The gist of this marketing strategy is that placing your content on multiple websites and social media platforms can expand your internet footprint, build your online authority, and ultimately result in more clients and money.

This often results in spending more money down the road to do what should have been done in the first place, so lawyers constantly need to be on the lookout to educate their clients.

Now that I'm in my tenth year selling life insurance, I've had my fair share of sales where a client told me they were already maxing out their 401k and IRA, and were looking for another place to invest their money.

What we try and get our clients to focus on is putting their money in places that will be tax - favorable

The PBOC focus was on ensuring the exchanges are not involved in money laundering, price manipulation as well as ensuring client information is in place.

My goal as a family law attorney is to place your child's interests first and ensure that the majority time parent receives enough money to adequately support your child — whether the majority - time parent is the father or the mother, my client or the other party.

I've had lots of client's come to me trying the «Do it yourself» approach, only to find out that it is going to take more time and money to undo what they have done than if they would have just hired a lawyer in the first place.

What about «their» concerns, and «their» dollars (not yours, for you are simply their money managers) being spent on seemingly undemocratically - railroaded - into - place theoretical ideas designed to benefit everyone but the paying clients.

If some come back on here and tell me that this is a goofy idea, they will have branded themselves as one - way thinkers, thinking only about how to somehow justify talking out of both sides of their mouths at the same time in the name of scooping up more money from clients» pockets who had placed their trust in said double - dealing Realtors» characters and abilities.