Sentences with phrase «refer clients to particular»

The real estate brokerage also provided a «cash equivalent» to its real estate agents when they referred a client to that particular mortgage lender.

HUD argued that this practice violated Section 8 (a) of RESPA, which prohibits company from receiving anything of value in exchange for referring a client to a particular real estate settlement service.

Not exact matches

For fear of losing business, some lawyers are wary of referring clients to other attorneys, even if they have expertise in a particular area, such as tax law.

However, when a client asks if you have worked on a particular type of eLearning project before, you can refer to this list.

Path To Publishing and Joylynn Ross Literary Consulting will refer all clients in need of your particular services (book printing, promo products, promo printing such as book marks & post cards, website design and maintenance, graphics design, etc.) for one year after the date of the conference

The term financial innovation refers to the ongoing development of financial products designed to achieve particular client objectives, such as offsetting a particular risk exposure (such as the default of a borrower) or to assist with obtaining financing.

Where necessary HELPS will assist by referring clients to a local attorney or organization for pro bono assistance for a particular problem.

He said when I consulted him about the surgery that he has absolutely no problem referring clients to a specialist when he is not comfortable doing a procedure, but that he felt very comfortable about doing this particular surgery.

I think putting myself in those shoes, it depends a little bit on your particular personality and your practice profile and who this client is and ongoing relationship stuff, but I think generally the answer is keep it as simple as possible of, «Actually I'm not able to take this case right now, but I'm happy to find someone to refer it to,» and send them to someone you think will take it and do a good job for them.

In particular the court referred to provisions in the Code that require agents to encourage clients to seek the assistance of professional advice where appropriate, and another provision that requires agents to verify pertinent facts respecting a property.

Morgan J had to grapple with a well - developed argument from MCD that the Solicitors» Costs Information and Client Care Code1999 and in particular para 6 of it which refers to solicitors updating the costs information as the matter progresses — which Withers did not do after 6 May 2005 — was an implied term in the contract of retainer between Withers and MCD, and that, in effect breach of the implied term would prevent them being able to recover their costs.

It now appears that many documents may constitute a will: a draft prepared by a lawyer, approved by the client but unsigned at their death; handwritten notes referring to particular property, including jewellery and personal items; and handwritten amendments on a copy of a will.

An Information Technology (IT) help desk technician can be referred to as a person whose job or responsibilities cover the entirety of providing help and / or assistance to customers or clients of a particular company usually over the phone or via the Internet.

But I won't be referring any more clients to that particular practitioner again.