Customer relationship means a continuing relationship between a consumer and a licensee under which the licensee provides one or more insurance products or services to the consumer that are to be used primarily for personal, family or household purposes.
Customer relationship means a continuing relationship between a consumer and you under which you provide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.(2) Examples—(i) Continuing relationship. A consumer has a continuing relationship with you if the consumer:
Customer relationship means a continuing relationship between a con- sumer and you under which you pro- vide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.(2) Examples—(i) Continuing relation- ship. A consumer has a continuing rela- tionship with you if the consumer:
Examples of Customer relationship in a sentence
Customer relationship planning (customer retention and cross-selling objectives) is adequately considered and addressed.
Further, in terms of paragraph 6 of AS 18, transactions in the nature of Banker – Customer relationship have not been disclosed including those with Key Management Personnel and relatives of Key Management Personnel.As per the RBI Master Direction, KMPs are construed to be the Whole Time Directors of the Bank.
The Operators shall recognize and act consistently with the Customer relationship principles set out in subsection 4.3.2 of the MSA Determination.
The ANI recipient may offer to any telephone subscriber with whom the ANI recipient has an established Customer relationship, a product or service that is directly related to products or services previously purchased by the telephone subscriber from the ANI recipient.
Perrone, (2006), Il Customer relationship Management, Management Innovazione e Tecnologie Informatiche, Università BocconiW.
More Definitions of Customer relationship
Customer relationship means a continuing relationship between a con- sumer and you under which you pro- vide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes. (2) Examples—(i) Continuing relation- ship. A consumer has a continuing rela- tionship with you if:(A) The consumer has a brokerage ac- count with you, or if a consumer’s ac- count is transferred to you from an- other broker-dealer;(B) The consumer has an investment advisory contract with you (whether written or oral);(C) The consumer is the record owner of securities you have issued if you are an investment company;(D) The consumer holds an invest- ment product through you, such as when you act as a custodian for securi- ties or for assets in an Individual Re- tirement Arrangement;(E) The consumer purchases a vari- able annuity from you;(F) The consumer has an account with an introducing broker or dealer that clears transactions with and for its customers through you on a fully disclosed basis;(G) You hold securities or other as- sets as collateral for a loan made to the consumer, even if you did not make the loan or do not effect any trans- actions on behalf of the consumer; or(H) You regularly effect or engage in securities transactions with or for a consumer even if you do not hold any assets of the consumer.(ii) No continuing relationship. A con- sumer does not, however, have a con- tinuing relationship with you if you open an account for the consumer sole- ly for the purpose of liquidating or pur- chasing securities as an accommoda- tion, i.e., on a one time basis, without the expectation of engaging in other transactions.
Customer relationship means a continuing relationship between a consumer and you under which you provide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.(2) Examples—(i) Continuing relationship. A consumer has acontinuing relationship with you if the consumer:(A) Has a credit or investment account with you;(B) Obtains a loan from you;(C) Purchases an insurance product from you;(D) Holds an investment product through you, such as when you act asa custodian for securities or for assets in an Individual Retirement Arrangement;(E) Enters into an agreement or understanding with you whereby you undertake to arrange or broker a home mortgage loan, or credit to purchase a vehicle, for the consumer;(F) Enters into a lease of personalproperty on a non-operating basis with you;(G) Obtains financial, investment, or economic advisory services from you for a fee;(H) Becomes your client for the purpose of obtaining tax preparation or credit counseling services from you;
Customer relationship means the relationship between the Customer and macmon, which is either based on - partner sales, where the Customer receives the SDP Services from one of macmon's partners, or - managed service sales, where the Customer receives the SDP Services from a managed service provider.
Customer relationship means a continuing relationship between a consumer and you under which you provide one or more financial products or services to the consumer that are to be used primarily for personal, family or household purposes.(2) Examples.— (i) Continuingrelationship. A consumer has a continuing relationship with you if:(A) You are a futures commissionmerchant through whom a consumer has opened an account, or that carries the consumer’s account on a fully- disclosed basis, or that effects or engages in commodity interest transactions with or for a consumer, even if you do not hold any assets of the consumer.(B) You are an introducing broker thatregularly solicits or accepts specific orders for trades;(C) You are a commodity tradingadvisor with whom a consumer has a contract or subscription, either written or oral, regardless of whether the advice is standardized, or is based on, ortailored to, the commodity interest or cash market positions or other circumstances or characteristics of the particular consumer;(D) You are a commodity pooloperator, and you accept or receive from the consumer, funds, securities, or property for the purpose of purchasing an interest in a commodity pool;(E) You hold securities or other assetsas collateral for a loan made to the consumer, even if you did not make the loan or do not effect any transactions on behalf of the consumer; or(F) You regularly effect or engage incommodity interest transactions with or for a consumer even if you do not hold any assets of the consumer.(ii) No continuing relationship. Aconsumer does not have a continuing relationship with you if:(A) You have acted solely as a‘‘finder’’ for a futures commission merchant, and you do not solicit or accept specific orders for trades; or(B) You have solicited the consumerto participate in a pool or to direct his or her account and he or she has not provided you with funds to participate in a pool or entered into any agreement for you to direct his or her account.
Customer relationship means a continuing relationship between a con- sumer and you under which you pro- vide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.(2) Examples—(i) Continuing relation- ship. A consumer has a continuing rela- tionship with you if the consumer:(A) Has a deposit or investment ac- count with you;(B) Obtains a loan from you;(C) Has a loan for which you own the servicing rights;(D) Purchases an insurance product from you;(E) Holds an investment product through you, such as when you act as a custodian for securities or for assets in an Individual Retirement Arrange- ment;(F) Enters into an agreement or un- derstanding with you whereby you un- dertake to arrange or broker a home mortgage loan for the consumer; 12 CFR Ch. III (1–1–21 Edition)(G) Enters into a lease of personal property with you; or(H) Obtains financial, investment, or economic advisory services from you for a fee.(ii) No continuing relationship. A con- sumer does not, however, have a con- tinuing relationship with you if:(A) The consumer obtains a financial product or service only in isolated transactions, such as using your ATM to withdraw cash from an account at another financial institution or pur- chasing a cashier’s check or money order;(B) You sell the consumer’s loan and do not retain the rights to service that loan; or(C) You sell the consumer airline tickets, travel insurance, or traveler’s checks in isolated transactions.
Customer relationship means “a continuing relationship between a consumer and you under which you provide one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.”
Customer relationship means a "continuing relationship" between a consumer and KCD under which KCD provides one or more financial products or services to the consumer that are to be used primarily for personal, family, or household purposes.