Existing Clients. As of the Effective Date, the Trust shall terminate its existing workers' compensation policies as to the Existing Clients, and TIG shall offer to all Existing Clients workers' compensation insurance written by TIG. The parties acknowledge that the Existing Clients are under no obligation to accept workers' compensation insurance coverage from TIG, but TIG is obligated to offer such coverage to all Existing Clients.
Existing Clients. To show our appreciation for clients who entrust us with larger amounts of their accumulated wealth we have some special concessions. Where we have received more than £2,500, in the last year, of on-going income from any client (partner) relationship our Engagement Fee is reduced to £250. Where we have received more than £5,000, in the last year, of on-going income from any client (partner) relationship our Engagement Fee is waived. Where we have received more than £10,000, in the last year, of on-going income from any client (partner) relationship our Implementation Fee is a maximum of 0.75% for any monies invested. Where we have received more than £12,500, in the last year, of on-going income from any client (partner) relationship any decumulation advice is not chargeable. Clients seeking to top up existing arrangements and funds, by an amount less than £50,000 in total can elect to be charged a total cost of 2.75% of amounts invested (with no minimum cost applicable) for Engagement and Implementation combined. As a special concession this charge rate is extended to immediate family for new business. Where we have previously advised on monies being disinvested at this time, the fee payable on the subsequent advice will be based on 50% of the amount we would charge on new monies being invested. An Engagement fee will not be charged only where we receive over £2,500 per annum from you on an on-going basis otherwise this will be charged at £250 in addition to the above implementation fee. Where we have previously advised on monies which are being advised upon again (within 5 years) there may be an entitlement to a discount on the total cost.
Existing Clients. The purpose of this service agreement is to formalise the basis of how we will continue to work with you in the post RDR (Retail Distribution Review) environment effective from 1st January 2013. Firstly and I hope re-assuringly, there is very little material change for you as we have effectively been working on an adviser fee basis for many years, although previously it was referred to as commission. As in the past, where a new investment is being made, we will agree a fee based on the advice provided and anticipated implementation costs. The fee will take into account the time taken, complexity but also the size of funds we already manage for you. With regard to the cost of ongoing advice, formerly referred to as renewal or trail commission, this will continue but will be referred to as an ongoing advice fee. This fee reflects the continuing costs for Xxxxxx Xxxxx associated with the business which includes reviews, on-going advice and management as well as keeping you informed with valuations and our regular newsletters. This ongoing service is typically referred to as intermediation. There are three service agreements available, Guardian, Premier and Platinum and the agreement that is most suitable for you will depend on the level of service you require and the size and complexity of the assets we manage. This is our entry level service and is generally appropriate for those with more modest investments and where the need for on-going reviews is less frequent. If you elect for this service you can of course change in the future and upgrade if appropriate. New investment or business transactions and fund switches will incur an additional initial advice charge that will be set out in the suitability report and agreed with you in advance. • Complete the data gathering forms that may from time to time be requested • Provide all documents and information requested • Inform your Financial Adviser of any changes to your personal or financial situation • Participate in any review sessions To enable us to deliver the services outlined above and based on the size of funds managed, our standard annual fee will be _ % pa of the total value of your portfolio. There may be an advice and administration charge made for alterations, additions and fund switches but these will be agreed with you in advance. The cost of this advice charge will be included within the charges section of our investment recommendations.
Existing Clients. New Policy Administration £85.00 Mid Term Amendments: No charge Policy Cancellations: £ 35.00 (Others may also charge a fee). Duplicate documentation: £30.00 Renewals Administration £85.00
Existing Clients. City acknowledges that at the time of termination, some of its employees or their dependents may be active cases receiving services from APS and it may be unethical and/or illegal to terminate such services without providing further treatment for such clients. Prior to the termination date, APS shall furnish City with a list of the number of active cases which fall into this category, together with certification that it has examined the nature of the active cases and that further treatment is recommended. City shall allow APS to continue to provide such services on reasonable payment terms acceptable to APS or to make other clinically acceptable arrangements for continued services.
A. Obligations and Activities of the Business Associate (Great-West Life & Annuity Insurance Company APS Healthcare Northwest, Inc.).
1. Business Associate agrees to not use or disclose Protected Health Information other than as permitted or required in the Administrative Services Agreement of which this Appendix is a part or as required by law.
2. Business Associate agrees to use appropriate safeguards to prevent use or disclosure of the Protected Health Information other than as provided for by this Appendix.
3. Business Associate agrees to mitigate, to the extent practicable, any harmful effect that is known to Business Associate of a use or disclosure of Protected Health Information by Business Associate in violation of the requirements of this Appendix.
4. Business Associate agrees to report to the Plan Sponsor (City of Fort Xxxxxxx, Colorado) any use or disclosure of the Protected Health Information not provided for by this Appendix of which it becomes aware.
5. Business Associate agrees to ensure that any agent, including a subcontractor, to whom it provides Protected Health Information received from, or created or received by Business Associate on behalf of the Plan Sponsor agrees to the same restrictions and conditions that apply through this Appendix to Business Associate with respect to such information.
6. Business Associate agrees to make internal practices, books, and records, including policies and procedures and Protected Health Information, relating to the use and disclosure of Protected Health Information received from, or created or received by Business Associate on behalf of, the Plan Sponsor available to the Plan Sponsor, or to the Secretary, in a time and manner or designated by the Secretary, for purposes of the Secretary determining the Plan Sponsor's com...
Existing Clients. Requests will be entered into a queue to be answered by a team member. Turnaround time for contacting the client can take 3-5 business days depending on the workload or day of the week the request was made.
Existing Clients. Notwithstanding anything to the contrary in this Agreement, it is expressly understood and agreed that all existing clients of the Corporation as of the Effective Date shall remain the sole and exclusive clients of the Corporation. Before contacting an organization to introduce the Corporation and the Framework, the Licensee must first check with the Corporation to determine whether or not that organization is an existing client of the Corporation. Where the organization is a client of the Corporation, the Licensee and the Corporation may work collaboratively, in the discretion of the Corporation, to ensure client needs are effectively met.
Existing Clients. 1. If employee wishes to integrate information for his/her existing clients into the Company’s database, he/she understands that it must be done during the first week of employment.
2. Employee and/or manager may enter existing information into Company files under management supervision. Employee must immediately remove his/her copy of client information from Company premises upon completion of integration.
3. Employee agrees that all information added to the Company client database immediately becomes Company property, and is subject to all stipulations outlined in provision 2.
Existing Clients. BRT has the exclusive right to market to clients who currently purchase advertising space on one of the aforementioned marquee signs, provided that all of the following conditions are met: - the client was initially contacted and secured by either BRT or Windsor Outdoor, LLC; - the client currently rents advertising space; and, - the client maintains a current advertising rental on one or both of the marquee signs. If the client allows its advertising space rental agreement to expire, it shall revert to a “New Client.”
Existing Clients. If you are an existing Macquarie Prime Client (“Existing Client”), you will continue to be participant sponsored by Macquarie and can disregard Part D. Participant Sponsorship Agreement. Macquarie Online Trading is a service provided by Third Party Platform Pty Ltd (“TPP”) ABN 74 121 227 905 AFSL No. 314341, at the request of Xxxxxxxxx Bank Limited ABN 46 000 000 000 AFSL 237502 (“MBL”). TPP is a Participant of the ASX Group. Neither TPP nor MBL are representatives of each other. Some of the fees paid to TPP for the provision of its services may be remitted to MBL. TPP and MBL do not provide personal financial advice in relation to Macquarie Online Trading. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website. These terms and conditions relate to your Financial Products Trading Account with Third Party Platform Pty Ltd (“TPP”). These terms and conditions are between you and TPP. Terms and conditions between you and the provider of the Linked Cash Account or relating to Financial Products not directly traded through us may be separately documented. Please read this document carefully and retain it for future reference. In consideration of TPP becoming your sponsoring broker in relation to Financial Products or accepting your instructions to trade or transact in Financial Products (as applicable) you agree to be bound by these terms and conditions, as amended from time to time. You acknowledge that TPP will perform all execution, clearing and settlement functions for market transactions entered into on your trading account Part A: General terms and conditions
