Sentences with phrase «provided by custodians»

Take advantage of the tools and education provided by some custodians and trustees and establish a certain level of expertise to show your value as a property manager.
Saxo's solutions are fully aligned and work seamlessly with solutions provided by custodians and administrators.

Not exact matches

Disclosures to third parties as permitted by law, including those necessary to service your account (such as providing account information to brokers and custodians); and
The instructions you provide need to be approved by both the sending and receiving IRA custodians as well as the judge and state courts.
(d) The Executive Officer shall be a member of the Board without vote; a member of the Council, of the Committee on Council Affairs, of the Executive Committee, and of the Committee on Investment and Finance; shall serve as secretary of the Board, of the Council, and of the Committee on Council Affairs, and as staff officer of the Committee on Nominations; shall be in charge of the Association's offices and shall manage the affairs of the Association in accordance with procedures prescribed by the Board; shall be custodian of the current operating funds; and shall have the authority to enter into contracts for the Association that have been approved by the Board or that are required for the conduct of the Association's activities specifically provided for in the approved annual budgets.
The Secretary shall keep the minutes of the meetings of the members and of the Board of Directors in one or more books provided for that purpose; see that all notices are duly given in accordance with the provisions of these Bylaws or as required by law; be custodian of the corporate records and of the seal of the corporation and see that the seal of the corporation is affixed to all documents, the execution of which on behalf of the corporation under its seal is duly authorized in accordance with the provisions of these Bylaws; keep a register of the post office address of each member which shall be furnished to the Secretary by such member; and in general perform all duties incident to the Office of Secretary and such other duties as from time to time may be assigned to him / her by the President or the Board of Directors.
The observations of the school custodian and her imagined involvement with a cleaning supply salesman were totally believable, especially because of her clean obsession and the fact that Frank could provide every recyclable anti-bacterial detergent... Esthetics and Tragedy go hand in hand... a wonderful and surprising ending... and my 2 pre-teen daughters were inspired in many ways... it is directed by a young woman, Amy Redford, (daughter of...!)
«In a time when some custodians are pulling products off the shelf, TCA is committed to supporting advisers in their growing utilization of ETFs by expanding our program and providing them with more choice and opportunities,» says TCA president and CEO Joshua Pace.
We shall have no liability for and you agree to reimburse, indemnify and hold us, our affiliates and our and their partners, directors, officers and employees and any person controlled by or controlling us harmless from all Losses that result from: (a) your or your agent's misrepresentation, act or omission or alleged misrepresentation, act or omission, (b) Capital One Investing following your or your agent's directions or failing to follow your or their unlawful or unreasonable directions, (c) any of your actions or the actions of your previous advisers or custodian, (d) the failure by any person not controlled by Capital One Investing to perform any obligations to you, and (e) your failure to provide accurate information on your Account Application or to update that information.
GFS also provides the Funds with accounting services, including: (i) daily computation of net asset value; (ii) maintenance of security ledgers and books and records as required by the 1940 Act; (iii) production of a Fund's listing of portfolio securities and general ledger reports; (iv) reconciliation of accounting records; (v) calculation of yield and total return for a Fund; (vi) maintenance of certain books and records described in Rule 31a - 1 under the 1940 Act, and reconciliation of account information and balances among the Funds» custodian and Adviser; and (vii) monitoring and evaluation of daily income and expense accruals, and sales and redemptions of shares of the Funds.
In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.
Your retirement assets may be transferred to The Grey Muzzle Organization by completing a beneficiary designation form provided by your plan custodian.
This Puerto Rico law provides that, in all cases in which a person is accused of domestic violence or child abuse, the court shall, by petition of party, issue a protection order for the petitioner so that he / she be the sole custodian of the animal.
(b) The giving of notice to the owner, or the agent of the owner, of such animal by the licensed veterinarian, as provided in subsection (a) of this section, shall relieve the licensed veterinarian and any custodian to whom such animal may be given of any further liability for disposal.
I clicked on the «Settled Principles» tab to find 30 well - settled principles for public records, such as this statement from a California appellate decision, «[I] t is well established that the media has no greater right of access to public records than the general public,» and this from a Florida court, «It is well - settled that public records and reports or business records are admissible as an exception to the hearsay rule provided they are authenticated by a custodian
In fact, an electronic record may well provide even better evidence than a paper record — while fraudsters and forgers of paper documents are limited only by ingenuity, it requires greater resources and sophistication to alter electronic records without being detected, particularly if solid metadata evidence is available or those documents are stored by a reliable custodian.
It might be useful to consider corporate self - collection along a continuum, one that ranges from completely unsupervised collection by a custodian to a sophisticated company - internal IT staff executing explicit instructions provided by outside counsel.
UGMA provides a simple and inexpensive method of transferring certain property to minors by means of custodian arrangement.
The Lightning Network expands on the Bitcoin Blockchain's basic transaction functionality by providing a means for users to execute smart contracts on the blockchain itself, providing for a mechanism for users to establish near - instant micropayments without the need to offload transactions to a custodian, which makes small payments impractical because the fees might be more expensive than the transaction itself.
By providing work direction, handling scheduling duties and administering core training to custodians working under my wing, I have been highly successful in leading a team that was considered the best amongst all local offices of the company.
Provided technical assistance for asset management initiatives, instructed newly appointed property custodians on procedures, training and documents needed by Defense Finance and Accounting Service (DFAS).
the Traditional Owners and custodians by providing notice of future projects as early as possible in the life of that project, and well in advance of any relevant statutory periods
provide resources and funding for cultural awareness training by traditional owners and custodians at all levels of the Developer's organisation.
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