Statement of disclosure Sample Clauses

Statement of disclosure. Contractor must provide a statement of disclosure which will allow the County to evaluate possible conflicts of interest.
Sample 1Sample 2
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Statement of disclosure. Vendor must provide a statement of disclosure which will allow the County to evaluate possible conflicts of interest.
Sample 1
Statement of disclosure. Suncoast Trust & Investment Services is a marketing name used when offering and selling securities products through CUNA Brokerage Services, Inc., trust services and retirement plans through MEMBERS Trust Company, FSB or insurance products through various insurance companies. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MEMBERS Trust Company is under separate contract with the Credit Union to make tax‐sheltered retirement plans available to members. Participant Signature: Date: Authorized Signature of Custodian: Date: Authorized Investment Representative: Date: Rep No: Return forms to: MEMBERS Trust Company c/o Suncoast Trust & Investment Services 000 X. Xxxxxxxx Avenue, Tampa, FL 33612 | Phone: (866) 300‐9382 TSA Company Code D06 TSA Company Name MEMBERS Trust Company c/o Suncoast Schools Federal Credit Union School District of Hillsborough County, Florida Salary Reduction Agreement for 403(b) Annuity Contract or 403(b)(7) Custodial Account Employee’s Name Employee I.D. Number Work Location Name & Code Payroll Code Date of Continuous Employment: Annual Salary: $ Original Agreement With respect to services rendered by the Employee hereafter, the Employer and the Employee hereby agree the Employee’s compensation for such services shall be reduced by: Equal amounts of $ or % per pay period beginning the , 20 _ pay period. The amount elected above shall result in a total ANNUAL REDUCTION not to exceed the maximum allowable contribution calculation as stated below. The Employer agrees that it will remit the amount of such reduction for the 403(b) Tax Sheltered Annuity or 403(b)(7) custodial account offered by the Company listed above.
Sample 1
Statement of disclosure. Suncoast Trust & Investment Services is a marketing name used when offering and selling securities products through CUNA Brokerage Services, Inc., trust services and retirement plans through MEMBERS Trust Company, FSB or insurance products through various insurance companies. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MEMBERS Trust Company is under separate contract with the Credit Union to make tax‐sheltered retirement plans available to members. Participant Signature: Date: Authorized Signature of Custodian: Date: Authorized Investment Representative: Date: Rep No: Return forms to: MEMBERS Trust Company c/o Suncoast Trust & Investment Services 000 X. Xxxxxxxx Avenue, Tampa, FL 33612 | Phone: (866) 300‐9382 MEMBERS TRUST COMPANY 403(b) MAXIMUM ALLOWABLE CONTRIBUTION WORKSHEET Please note: This form is required by your employer and/or plan administrator in order for us to process your salary reduction agreement change request (increase, decrease, or suspend). This Worksheet will be used to perform a calculation on your maximum allowable 403(b) plan contribution. For more information on your allowable contribution, please review IRS Publication 571 at xxx.xxx.xxx or your employer’s plan administrator website at xxx.xxxxx.xxx/xxxxxxxxxxxx/xxxxxxxxxxxx_xxxxxxxxxx.xxx.
Sample 1

Related to Statement of disclosure

  • Reporting of Disclosures The MCP agrees to promptly report to ODM any inappropriate use or disclosure of PHI not in accordance with this Agreement or applicable law, including a breach of unsecured PHI as required at 45 CFR 164.410 and any security incident the MCP has knowledge of or reasonably should have knowledge of under the circumstances.

  • Documentation of Disclosures Business Associate agrees to document uses and disclosures of PHI and information related to such uses and disclosures as required for Covered Entity to respond to a request by an individual for an accounting of disclosures of PHI in accordance with 45 C.F.R. § 164.528.

  • DUTY OF DISCLOSURE The Manager has an affirmative duty to disclose material facts to the Members. Information is considered material if there is a substantial likelihood that a reasonable Investor would consider it important in making an investment decision. The Manager must not make any untrue statements to the Members and must not omit disclosing any material facts to the Members. The Manager has a further duty to disclose conflicts of interest that may exist between the interests of the Manager and its Affiliates and the interests of the Company or any of the individual Members.

  • Accounting of Disclosures Business Associate shall document disclosures of PHI and all information related to such disclosures as would be required for Covered Entity to respond to a request by an Individual for an accounting of disclosures of PHI in accordance with 45 CFR § 164.528. Business Associate shall provide such information to Covered Entity or as directed by Covered Entity to an Individual, to permit Covered Entity to respond to an accounting request. Business Associate shall provide such information in the time and manner reasonably designated by Covered Entity. Within three (3) business days, Business Associate shall forward to Covered Entity for handling any accounting request that Business Associate directly receives from an Individual.

  • Data Disclosure Under Minnesota Statute § 270C.65, Subdivision 3 and other applicable law, the Contractor consents to disclosure of its social security number, federal employer tax identification number, and/or Minnesota tax identification number, already provided to the State, to federal and state agencies and state personnel involved in the payment of state obligations. These identification numbers may be used in the enforcement of federal and state laws which could result in action requiring the Contractor to file state tax returns, pay delinquent state tax liabilities, if any, or pay other state liabilities.

  • Order of Disclosure If a court or a Government Authority or entity with the right, power, and apparent authority to do so requests or requires any Party, by subpoena, oral deposition, interrogatories, requests for production of documents, administrative order, or otherwise, to disclose Confidential Information, that Party shall provide the other Parties with prompt notice of such request(s) or requirement(s) so that the other Parties may seek an appropriate protective order or waive compliance with the terms of this Agreement. Notwithstanding the absence of a protective order or waiver, the Party may disclose such Confidential Information which, in the opinion of its counsel, the Party is legally compelled to disclose. Each Party will use Reasonable Efforts to obtain reliable assurance that confidential treatment will be accorded any Confidential Information so furnished.

  • Risk Disclosure 11.1 The Investment Adviser’s attention is drawn to Schedule 3 which provides important information as to the nature and risks of certain investments which may comprise a Portfolio and a description of certain provisions of the industry standard master agreements and their consequences. The Investment Adviser represents and warrants to the Local Manager that it has read, understood, and accepts the provisions of Schedule 3. Annex-5 Schedule 1 ORDER EXECUTION POLICY DISCLOSURE STATEMENT Transaction Execution Arrangements Xxxxxx Xxxxxxx Investment Management Limited ( the “Local Manager”) has established and implemented transaction execution arrangements that are designed to allow the Local Manager to take all reasonable steps to obtain the best possible result when executing or placing orders as portfolio manager on behalf of its clients in relation to financial instruments that form part, or may become part, of one or more investment portfolios managed by the Local Manager for that or those clients (each a “Transaction”). For the purposes of this document: any reference to the Local Manager “executing an order” is a reference to the Local Manager, as agent, entering into a Transaction on behalf of a client with another person that acts as principal to that Transaction, any reference to the Local Manager “placing an order” is a reference to the Local Manager, as agent, arranging for a Transaction to be entered into by another person that acts as agent on behalf of a client when entering into that Transaction, and any reference to the Local Manager “effecting a Transaction” is a reference to the Local Manager either placing or executing an order. As part of its transaction execution arrangements, the Local Manager has an order execution policy in place that is designed to ensure that the Local Manager complies with its duty to obtain the best possible result when effecting a Transaction for one or more clients (the “Order Execution Policy”). This document is intended to provide the Local Manager’s clients with a summary of the Local Manager’s Order Execution Policy. Nothing herein is intended to place upon the Local Manager fiduciary or other duties or responsibilities over and above the specific obligations provided for in the investment management agreement between the Local Manager and a client.

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