Matching Services. Betterment also offers all Clients, regardless of Account balance, a matching service whereby Betterment matches such Clients with a dedicated Third-Party Advisor through the Betterment Advisor Network program. If a Client elects to participate in the Betterment Advisor Network program, the Client will receive suggested matches of one or more Third-Party Advisors based on Client’s financial needs, as communicated to Betterment by Client. If Client desires to hire a Third-Party Advisor, Client will enter into a separate agreement with such Third-Party Advisor on such terms, including fee terms, as mutually agreed between such Client and such Third-Party Advisor. Client understands that although Betterment has performed due diligence on such Third-Party Advisors, Client must make the ultimate determination as to whether to enter into an advisory relationship with any such Third-Party Advisor. All Third-Party Advisors will be CERTIFIED FINANCIAL PLANNER (CFP®) professionals. Betterment does not receive any special compensation from Client or any Third-Party Advisor for providing this referral service. Upon entering into a separate agreement with a Third-Party Advisor, Client will be deemed to have elected participation in the Betterment Digital plan, regardless of the plan Client had participated in prior to entry into such agreement. If a Client elects to receive the matching services described in this Section, Client hereby consents to Betterment’s sharing of certain personal data and information (including contact information) regarding Client with any Third-Party Advisor with which Betterment matches Client. If Client participates in the Advisor Network program and enters into a written agreement with a Third-Party Advisor, Client agrees to the terms set forth on the “Betterment Advisor Network Terms and Advised Client Funds Transfer Authorization” attachment to this Agreement with respect to such Third-Party Advisor. For the avoidance of doubt, if Client does not enter into a written agreement with a Third-Party Advisor, the terms set forth in such attachment shall not apply to Client.
Matching Services. The CONTRACTOR will maintain a database (or work with the local rideshare office) of potential riders who can be added to existing vanpools as capacity becomes available. The database will be maintained until the CONTRACTOR releases its dynamic, self- directed web-based community in which all participants in the program (drivers, riders, potential commuters, employers, local rideshare agencies, and CONTRACTOR staff) can interact for the purposes of filling empty seats and forming new vanpool groups. If a vanpool match does not occur, the CONTRACTOR will refer the potential riders to the appropriate local rideshare office. The CONTRACTOR may request data from local rideshare agencies to determine if additional follow-up is needed to form a vanpool.
Matching Services. Once you have joined Hannah the Pet Society by paying your Membership Enrollment Fee, you are entitled to matching services whenever you need them (subject to the limitations set forth in section J below), plus a number of other benefits for as long as you remain a Member. When you ask us to, we will help you with a Pet match based on the information you provide about you and your family (which you can update at any time). Once you have found the matching Pet, we will examine it and give you our medical and behavioral evaluation of it at no charge. You will be able to repeat this process multiple times without any further costs.
Matching Services. Once you have joined Xxxxxx the Pet Society by paying your Membership Enrollment Fee, you are entitled to matching services whenever you need them (subject to the limitations set forth in section J below), plus a number of other benefits for as long as you remain a Member. When you ask us to, we will help you with a Pet match based on the information you provide about you and your family (which you can update at any time). Once you have found the matching Pet, we will examine it and give you our medical and behavioral evaluation of it at no charge. You will be able to repeat this process multiple times without any further costs.
