Fact Find definition

Fact Find means the fact find document provided to you and completed by you providing information as part of the process of us providing you with the Services.
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Fact Find means the two page confidential fact-find questionnaire issued by Bayliss to some customers;
Sample 1
Fact Find the document setting out your investment policy, Objectives and restrictions that you are required to provide to Xxxxxx Partners prior to receiving the Investment Advisory Service. This will include documentation of your investment knowledge and experience, financial situation and risk tolerance;
Sample 1

Examples of Fact Find in a sentence

  • It is your responsibility to provide me with accurate and relevant information at the time that the initial information is being gathered by way of the Loan Application, Fact Find or Needs Analysis, whichever takes place first.

  • In order to provide this information you will be required to complete and sign a Fact Find document and return this to us.

  • You confirm that the information which you provide to us is correct at the time of completion of the Fact Find.

  • The recommendations may not be appropriate in the event of a partial or inaccurate completion of the Fact Find Form.

  • Insurance Advisor) Statement by AdvisorThe recommendations in this document are based on your personal information collected in the Fact Find Form, the prevailing healthcare financing system and information on healthcare costs obtained from sources believed to be reliable and accurate to the best of my knowledge.

  • We can provide this immediately after the Initial Consultation / Fact Find stage or on request if we have previously sent you an Abridged Advice report.

  • At this stage our Fee for Service structure will be provided and agreed between us before proceeding further.• Client Fact Find and Needs Report – if personal advice is appropriate we will gather all the relevant information including your goals, needs and objectives.

  • Promote RI Services: include responsible investments as part of the services systematically delivered to ALL clients, that should be able to be demonstrated by clear auditable process (e.g. such as questions in Fact Find, or online sign up)5.

  • I/We have received advice and the basis of recommendation is indicated in the Fact Find Form No. I/We do not wish to receive advice from my FAR and I/we have made my own decision.

  • For example, as with the Fact Find example above (Principle 3), the Central Bank will require Fact Finds to be retained for a certain period for CPC purposes.• Comprehensive Retention schedules must be held and actioned.• Data must be destroyed securely e.g. by confidential shredding.• Non- Personal Data, i.e. data which cannot identify a living individual, is outside the scope of this and the other Data Protection Principles.• See Section 11: Data Retention.


More Definitions of Fact Find

Fact Find means the document used to gather information regarding a customer’s personal circumstances and investment objectives.
Sample 1

Related to Fact Find

  • Fact-finding means identification of the major issues in a particular labor dispute by one

  • Contract File means with respect to each Contract, the physical and/or electronic files in which Credit Acceptance maintains the fully executed original counterpart or “authoritative copy” (in each case, for UCC purposes) of the Contract (to the extent required in accordance with Section 3.03 of this Agreement), either a standard assurance in the form commonly used in the industry relating to the provision of a certificate of title or other evidence of lien, the original or electronic instruments modifying the terms and conditions of such Contract and the original or electronic endorsements or assignments of such Contract.

  • Form 8-K Disclosure Information As defined in Section 11.07.

  • Accountable care organization or “ACO” means an organization of health care providers that has a formal legal structure, is identified by a federal Taxpayer Identification Number, and agrees to be accountable for the quality, cost, and overall care of the patients assigned to it.

  • Disclosure Information As defined in the Pooling and Servicing Agreement.

  • Commercially Sensitive Information Schedule means the Schedule containing a list of the Commercially Sensitive Information.

  • Purchaser Disclosure Schedule means the disclosure schedule of Purchaser delivered to Seller in connection with the execution and delivery of this Agreement.

  • Covered Disclosure Information shall have the meaning set forth in Section 9.2(b) hereof.

  • Child find means the program component of IDEA that requires states to find, identify, locate, evaluate, and serve all children with disabilities, from birth to twenty-one years of age. Child find includes:

  • PAYEE TAX REPRESENTATIONS Each representation specified in the Schedule as being made by it for the purpose of this Section 3(f) is accurate and true.

  • Responsible public entity means a public entity that has the power to develop or operate the applicable qualifying project.

  • Seller Disclosure Schedule means the disclosure schedule of Seller delivered to Purchaser in connection with the execution and delivery of this Agreement.

  • Company Representations means the representations and warranties of the Company expressly and specifically set forth in Article IV of this Agreement, as qualified by the Schedules. For the avoidance of doubt, the Company Representations are solely made by the Company.

  • Purchaser Disclosure Letter means the Purchaser Disclosure Letter attached hereto, dated as of the date hereof, delivered by Purchaser in connection with this Agreement.

  • Buyer Disclosure Schedule means the disclosure schedule delivered by Buyer to Seller on the date hereof.

  • Seller Disclosure Schedules means those certain Seller Disclosure Schedules dated as of the date of this Agreement, provided by Seller to Purchaser.

  • Privileged Information Exception With respect to any Privileged Information, at any time (a) such Privileged Information becomes generally available and known to the public other than as a result of a disclosure directly or indirectly by the party restricted from disclosing such Privileged Information (the “Restricted Party”), (b) it is reasonable and necessary for the Restricted Party to disclose such Privileged Information in working with legal counsel, auditors, taxing authorities or other governmental agencies, (c) such Privileged Information was already known to such Restricted Party and not otherwise subject to a confidentiality obligation and/or (d) the Restricted Party is (in the case of the Master Servicer, the Special Servicer, the Operating Advisor, the Certificate Administrator, any affected Serviced Companion Loan Holder, the Trustee and the Asset Representations Reviewer, as evidenced by an Officer’s Certificate (which shall include a certification that it is based on the advice of counsel) delivered to each of the Master Servicer, the Special Servicer, the applicable Directing Holder, the applicable Consulting Parties, the Operating Advisor, the Certificate Administrator, the Trustee and the Asset Representations Reviewer) required by law, rule, regulation, order, judgment or decree to disclose such information.

  • Seller Disclosure Letter means the letter, dated as of the date hereof, delivered by Seller to Buyer prior to the execution of this Agreement and identified as the Seller Disclosure Letter.

  • Transparency Information means the content of this Contract in its entirety, including from time to time agreed changes to the Contract, and details of any payments made by the Authority to the Contractor under the Contract;

  • Noteholder Tax Identification Information means, with respect to any Noteholder or Note Owner, properly completed and signed tax certifications (generally, in the case of U.S. federal income tax, IRS Form W-9 (or applicable successor form) in the case of a person that is a “United States person” within the meaning of Section 7701(a)(30) of the Code or the appropriate IRS Form W-8 (or applicable successor form) in the case of a person that is not a “United States person” within the meaning of Section 7701(a)(30) of the Code).

  • Servicer Information As defined in Section 12.07(a).

  • CMSA Special Servicer Loan File format substantially in the form of and containing the information called for therein for the Mortgage Loans, or such other form for the presentation of such information as may be approved from time to time by the CMSA for commercial mortgage securities transactions generally and, insofar as it requires the presentation of information in addition to that called for by the form of the "CMSA Special Servicer Loan File" available as of the Closing Date on the CMSA website, is reasonably acceptable to the Special Servicer.

  • Sellers Disclosure Schedule means the disclosure schedule delivered by the Sellers to the Purchaser on the date hereof.

  • Buyer Disclosure Schedules means the disclosure schedules delivered by Buyer to Seller concurrently with the execution and delivery of this Agreement.

  • Transparency Reports means a report in accordance with Schedule 7 Part 1 (Transparency Reports) containing the contract information as set out in the table for that Part for publication by the Authority in the interests of transparency.

  • Spot film means a radiograph which is made during a fluoroscopic examination to permanently record conditions which exist during that fluoroscopic procedure.