Sentences with phrase «provide access to a client»

The Book of Business provides access to all your client variable annuity contract information — and the ability to service those contracts — in just a few clicks.

It is imperative that advisors proactively provide access to a client's financial plan as well as relevant, educational information to increase a client's overall financial literacy.

The requirement to provide access to a client's personal information upon written request within a reasonable time and at little or no cost to the client.

The Trust Stamp App for Realtors ® is a quick and simple tool to establish the identity and trustworthiness of a stranger before meeting them and / or providing access to your client's home or property.

Not exact matches

We are particularly excited by the access to the Euronext network of global regulated exchanges and the liquidity opportunities this will provide our clients.

«These organizations can provide advice to clients at a very low price point, and they can serve a portion of the population that's been really under served, people who haven't had access to investment advice,» said Robert Stammers, director of investor education at the CFA Institute.

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).

We serve institutional investor clients in the U.S. and globally, providing direct access to both early and late stage private companies that are frequently closed off to other investors.

Our partnership with NBCN Inc. provides our clients with secure systems, data storage, and state - of - the - art Business Recovery Facilities as well as access to National Bank products and services.

Our partnership with these custodians provides our clients with secure systems, data storage, and state - of - the - art Business Recovery Facilities as well as access to National Bank, Fidelity Investments and Raymond James products and services.

While the company advises customers against investing in virtual currencies and related financial instruments, it «provides access to trade all securities listed on, for example, Nasdaq,» meaning that some clients can purchase cryptocurrency derivatives «through the platform.»

This includes the ability to combine federal and private loans, access to wealth advisors via SoFi, and career support, as well as unemployment protection that allows clients to pause payments, and provide them with career coaches to find a job.

«RBC is the bank of choice for correspondent banks with offices in Canada as a result of our ability to offer clients access to RBC's solid infrastructure and branch network as well as the knowledge and understanding of foreign markets, technical expertise and strong client focus provided by our Banks, Brokers and Exchanges team.

Our next generation manager solutions provide our clients with access to investment opportunities with the best below the radar firms best positioned for future success.

The company provides NH - ISAC clients with a single, reusable identity they can use to access all of their healthcare services.

MaRS is committed to providing accessible information and communication to all of its clients and recognizes that people with disabilities often use methods other than standards print to access information.

This particular kind of account includes all of the features and benefits of the other two accounts, but also includes access to a client success representative that provides more customized support and educational tools, in addition to a personal Swiss card that gives access for withdrawals.

The Institute seeks to provide opportunities for all of Morgan Stanley's clients to access the growing market for sustainable investment.

While another investment banking counterpart, J.P. Morgan is also looking ahead whether to render services to its clients by providing access to CME's new bitcoin product through its futures - brokerage unit,» the Wall Street Journal report said citing a person familiar with the situation.

We've gone ahead and updated our open - source client libraries to provide these signatures automatically, so if you're using our tools you'll already have access to the most secure API in the Bitcoin ecosystem.

Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.

«The bill would require us to provide issuers access to our intellectual property, and then force us to provide an audience to their protests in a way which our investor clients do not support and compromises our rights as an independent research firm.»

Saxo facilitates trading and investing for private and institutional clients, providing access to global markets and a broad range of asset classes and tradable instruments.

In order to focus on providing objective, conflict - free research and analysis to our clients, we do not discuss our policies or recommendations with issuers during the solicitation period (which begins on the date the notice of meeting is released and ends on the date of the meeting), unless we decide to conduct a Proxy Talk with the company, which we record for access by our clients.

Saxo allows you to access aggregated order and demand data from our clients» books, which provides a real and valuable look at the market.

AllianzGI's suite of alternative investment solutions provides our clients with access to our alternatives expertise across both publicly traded, private market and real asset strategies.

Our clearing relationships provide clients with 24 hr access to futures, commodities, and foreign exchange markets around the globe.

Access to NASDAQ Level II quotes is provided for free to non-professional clients who have made 120 or more equity and options trades in the last 12 months, 30 or more equity and options trades in either the current or previous quarters, or who maintain $ 1 million or more in household balances at Schwab.

The knowledge you'll gain coupled with the tools and training our program provides, as well as access to our team of experts, allows advisors to embrace the complexity of the Social Security retirement system as a key differentiator in the day to day battle of client acquisition!

«Richardson GMP is the first wealth management firm to provide its clients with access to the VC asset class through our managed model, which bridges the gap between traditional wealth management and accessible venture capital via our new online investor platform,» said Mark Skapinker, Managing Partner at Brightspark.

SIFMA represent the broker - dealers, banks and asset managers whose 889,000 employees provide access to the capital markets, raising over $ 2.4 trillion for businesses and municipalities in the U.S., serving clients with over $ 16 trillion in assets and managing more than $ 62 trillion in assets for individual and institutional clients including mutual funds and retirement plans.

We provide access to trusted local business partners who offer solutions that improve clients» profitability and efficiency through the use of technology.

Its online platform provides scheduling, booking, client management, and financial transaction processing to enable food businesses access to commercial kitchen spaces.

Through Community Banking Partnership, Amegy brings solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.

1) Franchisees provide Viverae's clients with convenient access to healthful food and beverage options

But when you buy the Professional Package, you choose whether to charge your clients a fee for access to the online program (you determine the price) or provide it at no extra charge.

«MSI is also calling for healthcare professionals to provide women with comprehensive contraceptive information and access to the full range of modern methods via dedicated client consultations, and for more investment in training for healthcare professionals in fitting long acting reversible contraceptive methods (LARCs), which are a critical part of the Government's strategy to reduce the number of unintended pregnancies and abortions in the UK.»

All of whom work to provide our clients the type of access they need to effect public policy.

All of whom work to provide our clients the type of access they need to affect public policy.

The platform provides clients with direct access to real time quotes for well in excess of 500 emerging and developed...

GBG will do so without providing clients direct access to an interpretation of such results; clients will have to consult a medical professional for that, in compliance with U.S. Food and Drug Administration rules.

We work collectively, as a team, to make sure EVERY client has access to the best information we can provide.

That's why we provide every KKamp CB client with the Complete Handbook pdf, which features a handy clickable table of contents that allows fast access to whatever information you are seeking.

The International Youth and Conditioning Association will help you to provide your clients with the extra attention that they need by offering access to unique workout plans, nutrition info, workout logs, exercise demonstrations and correct form instructions, fitness articles, healthy recipes, fitness tips, message boards and more.

We are committed to providing a safe and comfortable place where clients can access pelvic care to help improve their quality of life.

Being a client - oriented company, Admiral Markets» mission is to become a global leader in providing comfortable access to every type of financial instrument, while empowering clients with relevant education, Frequency - about 3 posts per week

Sol Systems is a solar financing firm that provides investor clients direct access to investment opportunities in the solar asset class.

Going above and beyond what most matchmaking agencies offer, Project 143 provides every client with access to professional photographer Saskia Nelson.

At Laveer Legal, clients are assigned their own lawyer from the outset and have access to a helpdesk service that provides immediate and unlimited employment law and HR advice.

It offers expert, bespoke and cost - effective support to educational establishments and ensures employment contracts are fully compliant, investigations and disciplinary processes are carried out correctly and, in the unlikely event that a school is faced with a claim, provides a membership scheme where clients can access legal representation at a heavily discounted rate.