Sentences with phrase «with meeting client requirements»

Strategic and tactical decision making weighing up financial returns with meeting client requirements and winning tenders

Not exact matches

Most importantly, we already have a 10 + year proven track record of maintaining the trusted advisor level relationship with our clients and helping them to meet regulatory compliance requirements.

Solely for the purposes of the product governance requirements contained within: (a) EU Directive 2014 / 65 / EU on markets in financial instruments, as amended, or MiFID II; (b) Articles 9 and 10 of Commission Delegated Directive (EU) 2017/593 supplementing MiFID II; and (c) local implementing measures, together, the MiFID II Product Governance Requirements, and disclaiming all and any liability, whether arising in tort, contract or otherwise, which any «manufacturer» (for the purposes of the MiFID II Product Governance Requirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target Marketrequirements contained within: (a) EU Directive 2014 / 65 / EU on markets in financial instruments, as amended, or MiFID II; (b) Articles 9 and 10 of Commission Delegated Directive (EU) 2017/593 supplementing MiFID II; and (c) local implementing measures, together, the MiFID II Product Governance Requirements, and disclaiming all and any liability, whether arising in tort, contract or otherwise, which any «manufacturer» (for the purposes of the MiFID II Product Governance Requirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target MarketRequirements, and disclaiming all and any liability, whether arising in tort, contract or otherwise, which any «manufacturer» (for the purposes of the MiFID II Product Governance Requirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target MarketRequirements) may otherwise have with respect thereto, the ADSs and ordinary shares have been subject to a product approval process, which has determined that such securities are: (i) compatible with an end target market of retail investors and investors who meet the criteria of professional clients and eligible counterparties, each as defined in MiFID II; and (ii) eligible for distribution through all distribution channels as are permitted by MiFID II, or the Target Market Assessment.

Before AI - qualified FAs / PWAs / ICs may discuss a particular private fund with a prospective investor, they must confirm that the prospective investor meets the offering's minimum qualification requirements by submitting the appropriate client information into the firm's Reg D system.

«Sit down with those clients, tell them you're shifting to a smaller customer base and if they don't meet your new minimum asset requirement, then offer that you can charge them an hourly planning fee, for maybe $ 250, and meet once a year.

«She really helps our clients with their chemistry and microbiology needs to make sure their products meet the requirements of the market in terms of quality and safety,» Waters adds.

He met with members of the state Senate about the idea, and very quickly opted for new requirements that lawyer - legislators disclose their clients — subject to exceptions.

We work with a high level of professionalism and commitment towards our clients and aim to meet all the requirements in one platform.

Professionally Written Documents: All the Interim Management assignment documents are drafted with precision and complete detailing, so that the respective clients receive a perfect academic paper which meets all their requirements.

GCSE Coursework Help GCSE coursework help provided by our writers is based on the following principles: Coursework writing from scratchNo copy / pasteFull referencing Proper formattingRelevant contentExperienced writersFree revisionsOn time deliveryWe treat our clients with respect and ensure that completed coursework meets all requirements you provide.

That's where our free service comes in — we've already inspected and reviewed the lenders we partner with, and we'll only match you with a lender that meets our rigorous and ongoing client satisfaction requirements.

They found that 29 % of the advisors failed to comply with the know - your - client or suitability requirements and made investment recommendations during the initial meeting.

The funds work well for clients who can't meet hedge funds» large minimum investment requirements or who want the transparency and liquidity that come with a mutual fund.

This function supports the Global Markets business in the alignment of our business activities management of risks to achieve with fair outcomes for our clients and to protect market integrity, to meet regulatory requirements and protect our people.

The dogs are trained by AFF's certified Assistance Dog International (ADI) trainer, Apryl Lea, and matched with a client who meets the requirements established by the Americans with Disabilities Act (ADA), at no cost to the recipient.

Each of these will be personalised and tailored to clients» individual requirements with tiered benefits for meeting planners, as well as unique offerings for delegates throughout their stay.

Haupt cites banks like the HSBC, which now terminates contracts with customers who do not meet sustainability standards, and the Dutch bank ASN, which avoids investing in palm oil, soy and beef companies, as examples of businesses which have introduced safeguards and requirements for their clients to avoid negatively impacting the forest.

Whereas lawyers by necessity need to engage clients and treat them with respect or lose them, law professors will keep their jobs whether they're responsive or accessible to students or not, so long as they meet applicable publishing requirements.

Pinnington says that under the 2/3 Rule, «the goal of being a happy lawyer with a successful practice can be achieved provided all your clients / matters meet at least 2/3 of the following requirements:» 1.

«iManage provides practical options for meeting the security requirements demanded by our clients and, with 25 of the top 30 global firms using iManage today, they are also the most experienced and proven in working with firms of our size,» said Rachel O'Connor, chief knowledge officer at Allens.

The Court also recognized the entitlement of a municipal council to hold a closed meeting to obtain solicitor - client advice and to discuss «land claim and related issues», giving public notice strictly in compliance with, and otherwise following, the requirements of its procedural by - law and the Act, without thereafter having the by - law struck for non-compliance with the open meeting requirements of the Act and for lack of notice and bad faith.

101 Incidents of ethical violations resulting in professional discipline and even criminal prosecution are on the rise.102 Faced with declining profit margins, firms have been accused of «overworking files» and overstaffing projects in an effort to increase billable hours.103 And they have bent the rules governing conflicts of interest.104 One survey indicated that one - third of the 30,000 clients interviewed felt dissatisfied with the representation they received from their attorneys, citing primarily a failure to communicate and inadequate attention given to their cases, suggesting that law firms are under pressure to increase their case loads without hiring new associates to staff them.105 The recent decline in professionalism is even further evidenced by a decline in pro bono commitment.106 Thus, new graduates face even heavier workloads, increased pressure to meet high billable requirements, and fewer pro bono opportunities.

We work with our clients to understand the relevant requirements, assess the risks, and ultimately decide on an approach that best meets their needs, balancing this against the potential risks of the range of possible options available to them.

Our team of certified experts gather the requirements, assess the current state and future desired state and provide the client with a clear view into the implementation, change management and communication plans to ensure that the client expectations are met and results are realized.

«Law firms continue to bear significant financial burdens in order to meet the demands of keeping up with their clients» eDiscovery requirements,» said Steve Ashbacher, vice president of litigation solutions with the LexisNexis software and technology business.

- Experian blatantly claimed its existing software typically met «85 per cent of the client's needs — 15 per cent customization» and stated its software had an 81 per cent functional fit with BDC's requirements.

They include things like failing to communicate with clients, failing to meet deadlines, and failing to complete CLE requirements and accurately certify compliance.

When invoices are uploaded and submitted to an e-billing system, validation rules run to ensure the submission can be opened, read and understood, meets basic quality requirements and complies with client requirements.

We have also worked with clients across Canada to develop and deliver training programs that meet legislative and policy - driven requirements relating to their region.

For this reason, I hold fast on my requirement to have a face - to - face meeting or phone conference with every potential client — before I will accept the responsibility of representing you.

Torys is committed to creating and maintaining an accessible environment for all firm members, clients and visitors and to meeting the objectives and requirements outlined in the Accessibility for Ontarians with Disabilities Act, 2005 (the «AODA»).

Michael counsels clients on procedures for filing domestic patent applications that meet the varying requirements for both domestic and international protection, particularly addressing the various international nuances associated with design patents.

Our ability to engage in - country counsel and review services, and secure data center hosting for client data on servers located within the People's Republic of China, ensures our customers are in compliance with multinational data protection laws and meeting Chinese requirements.

NetDocuments meets ISO 27018, an extension of ISO 27001, standards and HIPAA requirements for privacy, security and file sharing so firms can share anything securely with employees and clients.

We collaborate with our clients in the drafting of appropriate Corporate Documents, Policies, Directives, Bylaws as well as Protocols for various types of meetings, hearings, privacy concerns, admission requirements and examinations.

We have gained our extensive experience by working closely with our clients — almost exclusively blue chip international organizations, to constantly evolve our solutions to meet their developing requirements.

Most associates at large law firms expect that, for purposes of meeting law firm hourly billing requirements in connection with bonuses, that one hour billed to one client is as good as one hour billed to another client.

We have defended our clients against alleged liability resulting from unlawful patent prosecution and the tying of IP assets; price maintenance and resale distribution problems; antitrust claims associated with the inappropriate use of copyrights, patents and trademarks; and the failure to meet the requirements of licensing agreements.

We work with our clients to provide solutions which meet their requirements and those of their family, are tax - efficient and straightforward.

«The primary challenge for outside counsel working with in - house colleagues is to ensure that they understand their clients» business models and tailor their advice to meet their clients» external advisory requirements».

Our hands - on approach to our clients means we'll meet with you face - to - face to understand your unique requirements and then put together a complete package of insurance products customized to your specific business objectives.

Often a client will be outside of the build requirements with every other company and still meet the requirements with Genworth Life.

There are other professionals working in insurance that also have to get licenses in order to operate on behalf on an insurance company but from a client perspective the important aspect of licensing is that the agent or broker they work with to obtain their insurance policies and coverage is properly authorized and licensed to provide help, advice and insurance policies that meet the requirements of their state or states of residence and operation.

Many clients come to us with a loan ready to be issued but withheld until they meet the final unfulfilled requirement of life insurance.

And while its certainly possible that you may not be a US citizen or you may live in a state where these «types» of life insurance policies are not offered, in most cases when it comes time to helping those who have been diagnosed with diffuse cerebral sclerosis, the main issue that we run into is that these potential clients don't meet the minimum age requirements.

The Sea of Thieves client update should help with the Xbox One X performance problems, but Rare is also making changes to the server so achievements and progression unlock the second their requirements are met.

¥ Installed new software applications and confirmed that everything was operational ¥ Tested new software products to identify and resolve any performance issues ¥ Assisted with the development of new software and operating manuals ¥ Prepared product specifications according to client requirements ¥ Updated project specifications and published updates to the manual ¥ Investigated software issues and worked to find timely fixes ¥ Met with clients to discuss project specifics ¥ Prepared software analysis reports.

College graduate with strong negotiation skills and ability to identify properties that meet client requirements.

So executive search firms will in general only engage in meetings with candidates if there appears to be a good match between their client's requirements and the particular candidate profile.

The hiring client meets with the search firm to outline search requirements, timelines, future company strategy and mission, and give an idea of culture.