Service Proposition. TR Wealth Limited provides advice to individuals, businesses and their owners/managers, trusts and charities. Whatever financial decisions you have to make, the first step towards making the right decisions is to establish a clear understanding of your financial needs. People seek financial advice for many different reasons so it is of the utmost importance that we understand exactly who you are and what you want to achieve. We offer a menu-based service to cater for clients with a wide spectrum of financial requirements. Building on some core elements and in consultation with their adviser, clients can personalise/construct a service to suit their needs. In this way, we aim to provide a bespoke, cost-effective solution to ensure that clients are only charged for the work conducted to meet their requirements, be it holistic financial planning, or advice limited to one or more specific areas. The advice process described below can be divided into two stages; the initial advice process and the review/ongoing service. Steps one to five constitute the initial process. The purpose of the ongoing service is to review the continuing suitability of the arrangements put in place initially to ensure they continue to meet a client’s circumstances, whilst also monitoring their performance/effectiveness against any agreed benchmarks. The complexity and the extent of the work that comprises the initial advice process, including implementation and to regularly review the recommendations will vary according to a client’s individual requirements and subsequent service level. For transparency and ease of understanding, we have modelled example/typical levels of service, referring to them as ‘focused advice’ and ‘financial planning and wealth management’. The intention is to provide an indication of the various elements that typically constitute both the initial and ongoing service to help illustrate our fees/cost structure. - Clients requiring advice on a specific area and/or investment - A broader mandate for a client requiring a holistic and multifaceted financial advisory service

Service Proposition. Our service proposition is for clients who have accumulated a significant pension fund alongside other assets and recognise the need for expert advice This will include the following initial and ongoing advice:  A limited initial Financial Review with a focus on Retirement Planning  Presentation of an initial report  Regular Portfolio valuations (available online via client portals)  Regular meetings to review investments, objectives and your current situation  Access to expertise and experience Our ongoing service includes a review of your investments under our advice. An annual review is not the only service you will receive. Once you are engaged as a client, you will have access to expertise and experience at any time, via telephone, email or letter (additional fees may be charged, but only after agreement with you once we have a clear identification of the project to be undertaken). Other areas of advice we are usually asked to consider include:  Protection for you, and if appropriate, for your business  Taxation Planning, to ensure that you maximize the use of allowances and investment structures  Inheritance Tax, Will and Estate planning including the use of Trusts List of Services Ongoing Service Transactional Included Only Annual statement of holdings   Access to our support team  Ongoing access to your adviser  Review meetings at agreed intervals including:  Review of Objectives/Financial Situation  Review of Risk Profile & Capacity for Loss  Review of Investment Suitability  Review of Asset Allocation (if required)  Review of tax and legislative changes  Confirmation of aggregated costs & charges  Cost based on the total value of your investments 1%: £0 - £500,000 0.5%: thereafter Not applicable Full details of our ongoing service proposition are included in the table overleaf: Xxxxxx Portfolio Management Service (PMS) provides monthly reviews of your portfolio reviewing financial, political and environmental events, proposing changes when suitable. This is communicated to clients via email to provide an understanding of the changes proposed.

Service Proposition. Our service proposition is for clients who have accumulated a significant pension fund alongside other assets and recognise the need for expert advice This will include the following initial and ongoing advice: A limited initial Financial Review with a focus on Retirement Planning Presentation of an initial report Regular Portfolio valuations (available online via client portals) Regular meetings to review investments, objectives and your current situation Access to expertise and experience Our ongoing service includes a review of your investments under our advice. An annual review is not the only service you will receive. Once you are engaged as a client, you will have access to expertise and experience at any time, via telephone, email or letter (additional fees may be charged, but only after agreement with you once we have a clear identification of the project to be undertaken). Other areas of advice we are usually asked to consider include: Protection for you, and if appropriate, for your business Taxation Planning, to ensure that you maximize the use of allowances and investment structures Inheritance Tax, Will and Estate planning including the use of Trusts Full details of our ongoing service proposition are included in the table below: Annual statement of holdings   Access to our support team  Ongoing access to your adviser  Review meetings at agreed intervals including:  Review of Objectives/Financial Situation  Review of Risk Profile & Capacity for Loss  Review of Investment Suitability  Review of Asset Allocation (if required)  Review of tax and legislative changes  Confirmation of aggregated costs & charges  Xxxxxx Portfolio Management Service (PMS) provides monthly reviews of your portfolio reviewing financial, political and environmental events, proposing changes when suitable. This is communicated to clients via email to provide an understanding of the changes proposed.

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Superior Proposal (a) Each party agrees and acknowledges that from and after the date hereof until the close of business on April 28, 1997, if Assignor receives a Superior Proposal, Assignor may (i) furnish any information requested by the Offering Party with respect to such Superior Proposal (other than the contents of this Agreement or any Ancillary Agreement), (ii) participate in negotiations with such Offering Party regarding such Superior Proposal or (iii) enter into one or more letters of intent, term sheets or agreements with respect to any Superior Proposals; provided, however, that if Assignor proposes to take any of the actions specified in clause (iii) hereof, Assignor shall give Assignee prior written notice setting forth Assignor's proposed actions. (b) Not later than the close of business on May 12, 1997, Assignor shall require each Offering Party with whom it is still engaged in discussions to submit a final binding offer, subject only to acceptance by Assignor. Not later than the close of business on May 16, 1997, Assignor shall (i) determine whether any such offer constitutes a Superior Proposal, (ii) if there is more than one Superior Proposal, select which Superior Proposal Assignor intends to accept and (iii) provide written notice to Assignee setting forth all the material terms and conditions of such selected Superior Proposal ("SP Notice"). (c) After receipt of the SP Notice, Assignee shall have five (5) days to notify Assignor of its agreement to modify this Agreement and any Ancillary Agreement as necessary to acquire the Transferred Interests at the same price and under the same terms and conditions as set forth in the SP Notice ("Assignee Acceptance Notice"); provided further, however, if under the terms set forth in the SP Notice Assignor is proposing to accept property (other than cash or promissory notes), Assignee shall have the right to substitute cash in an amount equal to the value of such other property. (d) If Assignor does not give an SP Notice to Assignee on or before May 16, 1997, or if Assignee gives an Assignee Acceptance Notice to Assignor in accordance with subsection (c) hereof, neither Assignor nor Assignee shall thereafter have any right to terminate this Agreement pursuant to Section 15(c).
Contractor Approach The Contractor shall develop, document, and implement BIDM Data Exchanges to obtain BIDM Imports from and to send BIDM Exports to CDPHE's CEDRS. 17.47.2.1. This exchange shall occur on a period as determined by the Department
Superior Proposals Notwithstanding anything to the contrary set forth in this Section 5.3, from the date hereof until the Company’s receipt of the Requisite Stockholder Approval, the Company and the Special Committee may, directly or indirectly through one or more of their Representatives (including the Advisor), contact the Person or group of Persons making such Acquisition Proposal to clarify the terms and conditions thereof so as to determine whether such Acquisition Proposal constitutes, or could reasonably be expected to result in, a Superior Proposal, participate or engage in discussions or negotiations with, furnish any non-public information relating to the Company Group to, or afford access to the business, properties, assets, books, records or other non-public information, or to any personnel, of the Company Group pursuant to an Acceptable Confidentiality Agreement to any Person or its Representatives that has made or delivered to the Company an Acquisition Proposal after the date hereof, in each case with respect to an Acquisition Proposal that did not result from any material breach of Section 5.3(a); provided, however, that prior thereto, the Special Committee has determined in good faith (after consultation with its financial advisor and outside legal counsel) that (i) such Acquisition Proposal either constitutes a Superior Proposal or is reasonably expected to lead to a Superior Proposal, and (ii) the failure to take the actions contemplated by this Section 5.3(b) would be inconsistent with its fiduciary duties pursuant to applicable law; and provided further, however, that the Company will promptly (and in any event within 24 hours) make available to Parent any non-public information concerning the Company Group that is provided to any such Person or its Representatives that was not previously made available to Parent; and provided further, however, that if any such Person or its Representatives is a competitor of the Company Group, the Company Group shall not provide any information that in the good faith determination of the Company constitutes commercially sensitive non-public information to such Person in connection with any actions permitted by this Section 5.3(b) other than in accordance with “clean room” or other similar procedures designed to limit any potential adverse effect on the Company from sharing such information.
New Position An approved position not reflected in the current year budget complement.
Feedback You have no obligation to provide us with ideas, suggestions, or proposals (“Feedback”). However, if you submit Feedback to us, then you grant us a non-exclusive, worldwide, royalty-free license that is sub-licensable and trans- ferable, to make, use, sell, have made, offer to sell, import, reproduce, publicly display, distribute, modify, or publicly perform the Feedback in any manner without any obligation, royalty, or restriction based on intellectual property rights or otherwise.
Independent Study A sabbatical leave may be granted for a plan of independent study, research, writing, and/or travel equivalent in time and rigor to a sabbatical for formal study. A detailed, specific plan must be submitted by the applicant and approved by the Salary and Leaves Committee as likely to improve the applicant’s teaching effectiveness, strengthen the College’s academic program, or otherwise bring a clear benefit to students. In addition, sabbaticals for independent study must generate tangible products of use to students.
Proposed Corrective Action Plan Simultaneously with the submission of the Audit, the Recipient will submit to OCR for its review and approval a proposed Corrective Action Plan to address all inaccessible content and functionality identified during the Recipient’s Audit. The proposed Corrective Action Plan will set out a detailed schedule for: (1) addressing problems, taking into account identified priorities, with all corrective actions to be completed within 18 months of the date OCR approved the Corrective Action Plan; (2) setting up systems of accountability and verifying claims of accessibility by vendors or open sources; and setting up a system of testing and accountability to maintain the accessibility of all online content and functionality on an ongoing basis.
Proposal Proposal means any information supplied by or on behalf of the insured, deemed to be a completed proposal form and medical questionnaire and other relevant information that the insurer may require.
Career Development The City and the Union agree that employee career growth can be beneficial to both the City and the affected employee. As such, consistent with training needs identified by the City and the financial resources appropriated therefore by the City, the City shall provide educational and training opportunities for employee career growth. Each employee shall be responsible for utilizing those training and educational opportunities made available by the City or other institutions for the self- development effort needed to achieve personal career goals.
Interviewing Opportunity A representative of the Union or Xxxxxxx shall be given an opportunity to interview each new Employee within regular working hours, without loss of pay, for a maximum of thirty (30) minutes during the first month of employment for the purpose of acquainting the new Employee with the benefits and duties of Union membership and its responsibilities and obligations to the Employer and the Union.

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