Sentences with phrase «qualified clients as»

Setting up these smaller goals is the key to achieving that much larger goal of bringing in as many qualified clients as possible.

Not exact matches

Currently, deposits made into settlement accounts of market participants don't qualify as public deposits if they are interest - free and / or resolve client transactions within seven days.

This material is for distribution to Professional Clients (as defined by the FCA Rules) and Qualified Investors and should not be relied upon by any other persons.

We regularly advise clients on issues such as the design and implementation of qualified retirement programs and employee benefit plans, including medical, vacation, severance, health reimbursement arrangements, health savings accounts, self - funded corporate plans and related programs.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

The investment products managed by the firm are open only to investors who are both (i) «accredited investors» as defined in Rule 501 (a) of Regulation D promulgated by the U.S. Securities and Exchange Commission («SEC») pursuant to the Securities Act of 1933, and (ii) «qualified clients,» as defined in Rule 205 - 3 promulgated by the SEC pursuant to the investment advisers act of 1940, as amended.

(The CAPPA CLE ® does not prescribe, treat, nor diagnose breastfeeding related conditions and is trained to refer clients facing circumstances that require this degree of intervention to a qualified professional, such as an IBCLC.

While our services are available to those who qualify as clients for no out - of - pocket cost, anyone is welcome to take advantage of our services — including prenatal yoga, childbirth and breastfeeding education, wellness practitioners and more.

Speaking to Joy FM, Mr Tameklo said his client was qualified to vote and be voted for, as well as stand as a parliamentary candidate.

A qualified naturopathic nutritionist will also be registered with professional associations such as the Australian Traditional Medicine Society, enabling their clients to claim nutrition consultations with private health funds.

As a new business operator, I am of course trying to increase my client list in order to qualify for more loans myself, I was wondering if you had taken a look at Internet Marketing to Increase your sales?

As such, a Nutritional Therapist is qualified to work in private practice and see clients on a one to one or group basis.

Being level 1 and level 2 qualified through John Brookfield's Battling Ropes certification, as well as using the ropes as a vital component for Innovative Results clients (which include several MMA Champions, several Special Operations Elite Military, and high school / collegiate / professional athletes) for several years, we are frustrated when the fitness community says battle ropes are just a good conditioning tool for the upper body.

I am now a qualified personal trainer (with health issues like arthritis) and i am 50 yrs old this November, I am also qualified in Hard style kettlebells and kettlercise and teach 4 classes a week, I still carry some extra weight but find that this is beneficial for my career as it makes me «real» for clients, they know i can relate to them as i have walked in their shoes to get where i am now.

They say they are struck by the number of patients / clients who say they were injured doing CrossFit; they worry that with so many CrossFit facilities opening, there can't be enough qualified trainers to teach these kinds of intense workouts; they argue that some of these exercises are being misused under CrossFit's emphasis on doing as many reps as possible and / or racing the clock; they wonder whether all these people flocking to CrossFit understand that it's not like going to Starbucks, that this is not a franchise but rather a disparate group of 10,000 gyms.

We are always looking for the right candidates to join our team in a membership engagement capacity, focusing on connecting with potential clients, qualifying them as a good fit for IJL and converting them into clients after the confidential interview process.

Dating is a stage of romantic relationships in humans whereby two people meet socially with the aim of each assessing the other's suitability as a Potential customer or client qualified on the basis or his or her buying authority, financial capacity, and willingness to buy.

It's one thing to offer an opinion, but to publish remarks to an audience of a business» potential and present clients, offering unsupported statements as proven facts, may border on supporting an action for the tort of libel... and the MarkCoker post below should qualify as the cease - and - desist letter required before bringing such legal action.

However, clients» books are held to the same high standards as all members and many clients will not qualify.

If you are a client of North Shore Credit Union, you can qualify for 5 free trades as well as a $ 125 transfer fee credit to cover transfer fees from another discount brokerage ($ 10,000 minimum transfer in value).

Clients who meet our daily trading volume thresholds qualify for even more savings with deep discounted commissions as low as $ 0.10 / Side.

Clients who are 70 and a half or older can transfer as much as $ 100,000 of their required minimum distribution each year directly from an IRA to qualified charities without being taxed on the distribution.

The example you cite re first client being considered as the place of business is for the case where your home doesn't qualify as principal place of business.

How do they make money from people who have less than the $ 500,000 it takes to qualify as a high net worth client?

As a direct hard money lender in Los Angeles, Source Capital knows the importance of helping our clients qualify for financing in a timely manner.

As a new client you will be asked a series of questions to determine what type of mortgage fits your needs and whether you or not you qualify with our mortgage lenders.

Upon renewal or renegotiation, the borrower should also ask the lender whether, as an existing client, they qualify for any special or discounted rates.

NOT FOR RETAIL DISTRIBUTION: This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations.

An unexpected increase in rates may cause clients to change their mind about a loan you are discussing, cause them to not qualify, result in dissatisfaction with you as their loan officer, or result in other problems.

Clients who deposit at least $ 100 per month in their RBC Direct Investing account as part of a pre-authorized contribution plan, those who make at least 3 commission - generating trades per quarter, those who have a group RRSP with RBC Direct Investing, those who qualify for the RBC Direct Investing Royal Circle program as well as those who are current student banking package holders (or have been in the past 5 years) and clients who have an RBC VIP banking package can all have their quarterly inactivity fee Clients who deposit at least $ 100 per month in their RBC Direct Investing account as part of a pre-authorized contribution plan, those who make at least 3 commission - generating trades per quarter, those who have a group RRSP with RBC Direct Investing, those who qualify for the RBC Direct Investing Royal Circle program as well as those who are current student banking package holders (or have been in the past 5 years) and clients who have an RBC VIP banking package can all have their quarterly inactivity fee clients who have an RBC VIP banking package can all have their quarterly inactivity fee waived.

To qualify for this account, clients will have to pass a credit check as margin accounts essentially allow clients to borrow money in order to trade with greater buying power.

To qualify, checking services must be marketed on the website as a client service.

Rather than qualifying for the higher, posted rate, these buyers could qualify for the loan based on the much lower discounted rates, explained Calum Ross, a Toronto - based independent mortgage broker, who works with high net worth clients as a dually licensed wealth advisor (with his MBA) and mortgage broker.

In addition to pooling balances across accounts, BMO InvestorLine, RBC Direct Investing and TD Direct Investing allow clients holding additional account types (such as registered accounts) to possibly qualify for having maintenance fees waived.

571 - 580 Credit Score: This is still a bad credit score that has lenders perceiving you as an at - risk client, putting in jeopardy what you may qualify for.

Giving copies of Credit - Aid software to your clients is a great way to strengthen your relationship, and to keep in contact, as they quickly boost their own FICO score and qualify for a better loan.

An individual investor, also known as a retail client, is a client organisation or individual who can not meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive (Directive 2004 / 39 / EC), and (ii) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003 / 71 / EC).

So although students don't generally qualify for the most attractive credit card deals based on their income and credit score, credit card companies want their business because of their future potential as high - value clients.

If the IRA distribution is made directly to the client (i.e., transferred to their bank account or a check made payable to the client) with the intent that the client will then write a check to the charity, it will not qualify as a direct gift to the charity and the distribution will be recognized as a taxable IRA distribution by the IRS.

As we look at the numbers, the one area that did decline for NFCC Member Agencies between 2006 and this year is the number of clients enrolled in Debt Management Plans — certainly not because the need declined, but because economic conditions deteriorated so much that even as more people came to us for help, fewer had the resources to qualify for DMPAs we look at the numbers, the one area that did decline for NFCC Member Agencies between 2006 and this year is the number of clients enrolled in Debt Management Plans — certainly not because the need declined, but because economic conditions deteriorated so much that even as more people came to us for help, fewer had the resources to qualify for DMPas more people came to us for help, fewer had the resources to qualify for DMPs.

Behavior cases with sheltered and / or your own personal or foster animals do not qualify as case studies unless there is ongoing interaction with clients / owners involved.

The veterinary clinic offers the SHARE Program, which provides discounts on medical care (including spay / neuter surgeries) to clients who qualify as low income.

JPMorgan Chase does not require that customers structure or hold their balances in any particular type of account in order to qualify for a loan or the Private Client Mortgage Rate Program, nor does JPMorgan Chase require customers to purchase any nontraditional banking products or services (such as brokerage accounts).

There are qualified trainers who plan fitness programs as per the clients.

Qualify New and Existing Clients: Saul Fonseca, director of sales, CruiseOne, Cruises Inc. and Dream Vacations says to ask such questions as: «Do you prefer higher floors?

He also implies that his portraits» power to disturb his clients qualifies them as museum - worthy, saying, «I warn my clients they will likely put the finished painting out of view for a while and eventually give it to a museum.»

The WELL AP credential signifies knowledge in human health and wellness in the built environment, and specialization in the principles, practices and applications of WELL CBRE employees will serve as the world's largest network of WELL APs, providing clients with professional qualified support to realize the potential positive health impacts of WELL Certification.

Accredited Structure Tone employees will be able to provide clients with professional qualified support to realize the potential positive health impacts of WELL, and the company will also incorporate WELL Certified ™ «RFP bids» for their clients as an option on all projects going forward.

We should more often qualify our duty to our client as a duty to justice in the first place.

The Hong Kong Court of Appeal in Citic Pacific Ltd v Secretary for Justice (No. 2) 1 rejected the narrow interpretation of client adopted in England2 where only a small sub-set of (senior) individuals within an organisation qualified as the client for privilege purposes.