Portfolio Reviews Sample Clauses

Portfolio Reviews. This service is a review of the flood hazard status of a portfolio of existing loans, and the issuance of determinations on the entire portfolio. This portfolio of loans is presented in CBCInnovis’ record layout preferably by electronic means (DVD, CD, or tape).
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Portfolio Reviews. The results of monitoring of individual transactions will be reviewed periodically in a formal Portfolio Review. The CSR’s will be the focal point of Quarterly Portfolio Reviews, Monthly Credit Updates and Watchlist Meetings. See Policy 5.1– Portfolio Reviews.
Sample 1
Portfolio Reviews. It is critical that we meet regularly to review your portfolio, assess any changes in your circumstances and keep you abreast of any issues that may affect your financial future. As one of our most important clients, you can expect to receive a call to set a face-to-face meeting (x) times a year. We will, in addition, touch base by telephone (x) more times a year. We believe that the key to reaching your goals is your financial plan. As you know, we provide a comprehensive financial planning service and our commitment is to update your plan every (#) months. That process will take approximately (x) hours of your time but is critical to staying on track and providing us with the information we need to provide sound advice.
Sample 1
Portfolio Reviews. It is critical that we meet regularly to review your portfolio, assess any changes in your circumstances and keep you abreast of any issues that may affect your financial future. You can expect to receive a call or email from a member of our team to set a face-to- face meeting at least once a year. We will, in addition, touch base by telephone or email throughout the year as needed. We believe that the key to reaching your goals is your financial plan. We provide a comprehensive financial planning service for those clients who entrust us with managing their entire investment portfolio. Our commitment is to update your plan every 24 months. That process will take approximately 2 hours of your time but is critical to staying on track and providing us with the information we need to provide sound advice.
Sample 1
Portfolio Reviews. Periodically, but no less than twice per year, the Credit Department will conduct detailed portfolio reviews for each Sales Channel. Invited participants include, but are not limited to the following: — Chief Executive Officer — Chief Financial Officer — SLT member(s) responsible for Sales Channel. SLT member will identify which other team members from his/her Sales organization should attend.
Sample 1

Related to Portfolio Reviews

  • Periodic Reviews During January of each year during the term hereof, the Board of Directors of the Company shall review Executive's Annual Salary, bonus, stock options, and additional benefits then being provided to Executive. Following each such review, the Company may in its discretion increase the Annual Salary, bonus, stock options, and benefits; however, the Company shall not decrease such items during the period Executive serves as an employee of the Company. Prior to November 30th of each year during the term hereof, the Board of Directors of the Company shall communicate in writing the results of such review to Executive.

  • Periodic Review The General Counsel shall periodically review the Procurement Integrity Procedures with OSC personnel in order to ascertain potential areas of exposure to improper influence and to adopt desirable revisions for more effective avoidance of improper influences.

  • Reviews (a) During the term of this Agreement and for 7 years after the term of this Agreement, the HSP agrees that the LHIN or its authorized representatives may conduct a Review of the HSP to confirm the HSP’s fulfillment of its obligations under this Agreement. For these purposes the LHIN or its authorized representatives may, upon 24 hours’ Notice to the HSP and during normal business hours enter the HSP’s premises to:

  • Annual Servicing Report By the date in each year specified in the Adoption Annex, beginning on the date specified in the Adoption Annex, the Master Servicer, at its expense, shall cause a firm of nationally recognized independent public accountants (who may also render other services to the Master Servicer) to furnish a report to the Indenture Trustee, the Credit Enhancer, and each Rating Agency to the effect that the firm has examined certain documents and records relating to the servicing of mortgage loans during the most recent fiscal year then ended under sale and servicing agreements or pooling and servicing agreements (substantially similar to this Agreement, including this Agreement), that the examination was conducted substantially in compliance with the audit guide for audits of non-supervised mortgagees approved by the Department of Housing and Urban Development for use by independent public accountants (to the extent that the procedures in the audit guide are applicable to the servicing obligations in those agreements), and that the examination has disclosed no items of noncompliance with this Agreement that, in the opinion of the firm, are material, except for the items of noncompliance described in the report.

  • Contract Review Agent shall have reviewed all material contracts of Borrowers including, without limitation, leases, union contracts, labor contracts, vendor supply contracts, license agreements and distributorship agreements and such contracts and agreements shall be satisfactory in all respects to Agent;

  • Monthly Servicing Report Prior to the Lead Securitization Date, each month, the Servicer shall prepare and shall promptly deliver copies to each of the Holders a report containing the following information:

  • Portfolio Accounting Services (1) Maintain portfolio records on a trade date+1 basis using security trade information communicated from the Fund’s investment adviser.

  • Completion of Review for Certain Review Receivables Following the delivery of the list of the Review Receivables and before the delivery of the Review Report by the Asset Representations Reviewer, the Servicer may notify the Asset Representations Reviewer if a Review Receivable is paid in full by the Obligor or purchased from the Issuer in accordance with the terms of the Basic Documents. On receipt of such notice, the Asset Representations Reviewer will immediately terminate all Tests of the related Review Receivable, and the Review of such Review Receivables will be considered complete (a “Test Complete”). In this case, the related Review Report will indicate a Test Complete for such Review Receivable and the related reason.

  • Completion of Asset Review for Certain Asset Review Receivables Following the delivery of the list of the Asset Review Receivables and before the delivery of the Asset Review Report by the Asset Representations Reviewer, the Servicer may notify the Asset Representations Reviewer if an Asset Review Receivable is paid in full by the related Obligor or purchased from the Issuer by GM Financial, the Seller or the Servicer according to the Program Documents. On receipt of any such notice, the Asset Representations Reviewer will immediately terminate all Tests of the related Asset Review Receivables and the Asset Review of such Receivables will be considered complete (a “Test Complete”). In this case, the Asset Review Report will indicate a Test Complete for the related Asset Review Receivables and the related reason.

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