Our Recommendations Sample Clauses

Our Recommendations. Any advice or recommendation that we offer to you, will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider. We will confirm our recommendations to you in a suitability report along with details of any special risks associated with the products recommended. Conflicts of Interest Any advice we provide will be in accordance with that disclosed in our initial disclosure document a copy of which I have provided you with. Occasions may arise where we or one of our clients have some form of interest in business being transacted by you. If this happens or we become aware that our interests or those of one of our clients conflict with your interests, we will write to you and obtain your consent before we carry out your instructions, and detail the steps we will take to ensure fair treatment. Service and Standards We are committed to providing the highest standard of financial advice and service. Your interests are very important to us and for any advice or service we provide we will:  be open, honest and transparent in the way we deal with you;  not place our interests above yours;  communicate clearly, promptly and without jargon; Our Investment Services and Costs I provided you with our disclosure document ‘about our services and costs’. You will recall that we comprehensively covered the content of this document which covers the services we provide and what they cost. You confirmed you fully understood this and were happy to proceed on the basis as confirmed within our service proposition agreement which you have signed. It is important that you keep the client agreement, service proposition and Disclosure document together and if you have any questions you contact us immediately. How we are paid We charge for our services by way of a fee. These fees are on a fixed fee basis. VAT Under current legislation our services are not subject to VAT but should this change in future, and where VAT becomes due, we will notify you before conducting any further work.
Sample 1Sample 2Sample 3See All (22)
AutoNDA by SimpleDocs
Our Recommendations. 50.1 We recommend you:
Sample 1
Our Recommendations. Our Recommendations Before providing advice we'll assess your needs, consider your financial objectives and assess your attitude to any risks that may be involved. If you don't want to discuss a particular area of financial planning, and do not want that area to form part of the advice given, we can exclude it if you instruct us to do so. This could, of course, have a bearing on the advice that might have been given. We will confirm any recommendations we make in writing (a suitability report) along with details of any special risks that may be associated with the products or investment strategies we've recommended. Please be aware that investments can fall, as well as rise, and that you may not get back the full amount invested. The price of investments we may recommend could be affected by fluctuations in the financial markets, or other economic factors, which are outside our control. Past performance is not necessarily a guide to future performance. Specific warnings relevant to the investments, investment strategies or other products we arrange are included in the relevant product literature provided. We may, where appropriate, recommend holding some, or all, of your investments with a discretionary fund manager (DFM), a professional investment manager appointed to monitor your portfolio and make investment decisions on your behalf. In such cases we'll explain the respective responsibilities of ourselves and the DFM in relation to your investments. Before setting up this type of arrangement we'll explain the implications to you. We may occasionally recommend investments that are not readily realisable. We'll only do this where appropriate but, if we do, we'll draw your attention to the risks associated with the investments in our suitability report. There's a restricted market for such investments and in some circumstances it may not be possible to deal in the investment or obtain reliable information about its value. Financial Crime We are obliged to put in place controls to prevent our business from being used for money laundering and other forms of financial crime. We'll verify your identity before undertaking any business with you. To do this we may use electronic identity verification systems and we may conduct these checks from time to time throughout our relationship, not just at the beginning. The check may leave a 'footprint' on your credit file but it will not affect your credit rating. Best execution Where we send investment applications on ...
Sample 1

Related to Our Recommendations

  • Conclusions and Recommendations For the reasons stated herein, Merrimack Energy concludes that the shortlisting decisions by PG&E in the 2007 RPS RFO were reasonable and based on the requirements and evaluation criteria set forth in the Solicitation Protocol. The selection of the shortlist was very inclusive and erred on the side of including more offers in what was a very ample shortlist relative to the procurement target. In the Shortlist Report, Merrimack Energy recommended a number of changes to the RPS procurement process, several of which were adopted by PG&E in the 2008 RPS RFO. Despite recommending certain changes, our assessment is that the PG&E evaluation methodology was appropriate and that it was administered fairly and reasonably. Consistent with suggestions we had made in and after the Shortlist Report, PG&E developed a negotiation prioritization strategy with shortlisted bidders that created an active group of negotiations based on price and viability factors. The Mojave Solar bid was consistently placed in the secondary group and although its proposal changed over time from the proposal initially shortlisted, it remained in the secondary group during the course of contract negotiations. While the project sponsor is a very viable and experienced developer of solar thermal projects and is capable of developing the project effectively, there are concerns associated with the timing of the project that adds risk to the ultimate success of the project. PG&E has done an effective job in managing these risks through contract provisions in both the original contract and the amended and restated agreement. The details of the PPA and the amended and restated agreement are addressed in the confidential appendix to this report. The positive attributes of the project should be balanced against the negative attributes in assessing whether or not the amended and restated agreement should be approved. PG&E Gas and Electric Advice Filing List General Order 96-B, Section IV AT&T Department of Water Resources North Coast SolarResources Xxxxxxxx & Xxxx LLP Dept of General Services Northern California Power Association Ameresco Xxxxxxxx & Xxxxxxx Occidental Energy Marketing, Inc. Xxxxxxxx & Xxxxx Xxxxxx & Brand OnGrid Solar Arizona Public Service Company Duke Energy Praxair BART Economic Sciences Corporation X. X. Xxxx & Associates Xxxxxxxxx & Xxx, Inc. Xxxxxxx Xxxxxxxxx & Xxxxxx LLP RCS, Inc. Xxxxxx Xxxxx Associates Xxxxxx Farms Recurrent Energy Bloomberg X. X. Xxxxxx & Assoc. SCD Energy Solutions Bloomberg New Energy Finance GLJ Publications SCE Boston Properties GenOn Energy, Inc. SMUD Xxxxx Xxxxxxxx XxXxxxxxxx, X.X. Xxxxxx, XxxXxxxx, Xxxxxx, Xxxxxxx & Xxxxxxx XXXXX Brookfield Renewable Power Green Power Institute San Francisco Public Utilities Commission CA Bldg Industry Association Xxxxx & Xxxxxx Seattle City Light CLECA Law Office Hitachi Sempra Utilities CSC Energy Services In House Energy Sierra Pacific Power Company California Cotton Ginners & Growers Assn International Power Technology Silicon Valley Power California Energy Commission Intestate Gas Services, Inc. Silo Energy LLC California League of Food Processors Xxxxxxxx Berkeley National Lab Southern California Edison Company California Public Utilities Commission Los Angeles Dept of Water & Power Spark Energy, L.P. Calpine Xxxx, Xxxxxxx, Xxxxxxxx & Scripps LLP Sun Light & Power Cardinal Cogen MAC Lighting Consulting Sunshine Design Xxxxxx, Xxxxx MBMC, Inc. Xxxxxxxxxx, Xxxxxx & Xxxxxxx Xxxxx, Xxxx MRW & Associates Tabors Caramanis & Associates City of Palo Alto Xxxxxx Xxxxxx Xxxxxxxx Tecogen, Inc. City of Palo Alto Utilities XxXxxxxx & Associates Tiger Natural Gas, Inc. City of San Xxxx Xxxxxx Irrigation District TransCanada Clean Energy Fuels Modesto Irrigation District Turlock Irrigation District Coast Economic Consulting Xxxxxx Xxxxxxx United Cogen Commercial Energy Xxxxxxxx & Xxxxxxxx Utility Cost Management Consumer Federation of California NLine Energy, Inc. Utility Specialists Crossborder Energy NRG West Verizon Xxxxx Xxxxxx Xxxxxxxx LLP Navigant Consulting Wellhead Electric Company Day Xxxxxx Xxxxxx Xxxxxx & Xxxx Associates Western Manufactured Housing Communities Association (WMA)

  • Manufacturer's Recommendations All work or materials shall be installed in accordance with the manufacturer's recommendations and requirements. The Contractor shall obtain the manufacturer’s recommendations and requirements, for its use at the Site in executing the Work, copies of bulletins, circulars, catalogues, or other publications bearing the manufacturer’s titles, numbers, editions, dates, etc. If the manufacturer’s recommendations and requirements are not available, the Contractor shall request installation instructions from the Design Professional.

  • JOINT SETTLEMENT RECOMMENDATION 2. Staff conducted an investigation of the Respondent’s activities. The investigation disclosed that the Respondent had engaged in activity for which the Respondent could be penalized on the exercise of the discretion of the Hearing Panel pursuant to s. 24.1 of By-law No. 1.

  • Recommendation The Sheriff recommends approval of the Board Order. The County Administrator concurs with the recommendation of the Sheriff. Should the Board of Commissioners concur with their recommendations, approval of the Board Order will implement that action. Respectfully submitted, /s/ XXXXX XXXXXX Xxxxx Xxxxxx County Administrator

  • Proposal of Corrective Action Plan In addition to the processes set forth in the Contract (e.g., service level agreements), if the Department or Customer determines that there is a performance deficiency that requires correction by the Contractor, then the Department or Customer will notify the Contractor. The correction must be made within a time-frame specified by the Department or Customer. The Contractor must provide the Department or Customer with a corrective action plan describing how the Contractor will address all performance deficiencies identified by the Department or Customer.

  • Recommendations It is recommended that:

  • Classification Changes When the University determines that a revision of a class specification for positions covered by this agreement is needed, and such revision affects the collective bargaining unit designation, the University shall notify AFSCME in writing of the proposed change. AFSCME shall notify the University, in writing, within fifteen (15) days of receipt of the proposed changes, of any comments it has concerning the proposed changes or of its desire to discuss the proposed changes.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!