Referral to the Us
Referral to the Us Sample Clauses
Related to Referral to the Us
Referral to the Committee a) Prior to referral to the Committee, the matter shall be brought to the attention of the other local party.
Referral Fees If you were introduced to us through a solicitor, we may pay that solicitor a referral fee in accordance with Rule 206(4)-3 of the Advisers Act and applicable state securities laws. The referral fee shall be paid solely from the Advisory Fee as discussed above, and shall not result in any additional charge to you. If you were introduced to us through a solicitor, you acknowledge receipt of the written Solicitor Disclosure Statement disclosing the terms of the solicitation arrangement between us and the solicitor, including the compensation to be received by the solicitor from us. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. Clear Money Path Client(s) X X By: Xxxx X Xxxxxx Client X Client EXHIBIT A Description of Services We shall provide the following services to you (as marked below) in accordance to the Financial Consulting Agreement to which this Exhibit A is attached: Financial Position □ Net Worth Statement □ Cash Flow Statement □ Debt Management Insurance/Survivor Protection Review □ Life Insurance □ Disability Insurance □ Long Term Care Tax Planning □ Strategy and Advice in concert with your tax professional Retirement Planning □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections Education Goal Planning □ Strategy and Advice Investment Planning □ Asset Allocation / Portfolio review □ Investment Policy Statement Distribution Planning □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice Other □ Survivor Binder (we will discuss this when we get together) □ EXHIBIT B Schedule of Fees Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Financial Position $ Notes: Insurance/Survivor Protection Review $ Notes: Tax Planning $ Notes: Retirement Planning $ Notes: Education Goal Planning $ Notes: Investment Planning $ Notes: Distribution Planning $ Notes: Other $ Notes: Total: $ Retainer Planning Services Packages (to be determined at our meeting) □ Level 1: $ 500 minimum annual retainer fee □ Level 2: $ 1,000 minimum annual retainer fee □ Level 3: $ 1,500 minimum annual retainer fee □ Level 4: $ 2,000 minimum annual retainer fee Retainer Customized Services Packages Our clients’ planning needs are unique. Our job is to help keep our clients keep moving in the right direction, and the objective of our financial planning business is to help our clients determine, every year, the ideal number of planning meetings that make their financial lives easier and most efficient. We offer 4 Levels of Financial Planning Packages, with each level corresponding to the number of planning meetings needed for the calendar year*. □ Level 1: (Typically for clients with a Net Worth over $150,000). This level includes one annual planning meeting for updating our 24/7 planning tool and the client’s Personal Finance Progress Report. (Estate Planning and Insurance is reviewed every 3 years). Additional services include a comprehensive Financial Statement and access to Clear Money Path’s educational materials. □ Level 2: (Typically for clients with a Net Worth over $500,000). This level includes 2 semi-annual planning meetings; one for updating our 24/7 planning tool and the Personal Finance Progress Report, and another for the Estate Planning and Insurance Progress Reports. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, and the Clear Money Path Survivor Binder. □ Level 3: (Typically for clients with a Net Worth over $1,000,000). This level includes 3 planning meetings through the year for updating the 24/7 planning tool and the Personal Finance Progress Report; the Estate Planning and Insurance Progress Reports; and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts. □ Level 4: (Typically for clients with a Net Worth over $1,500,000). This level includes the Level 3 planning meetings throughout the year, and the custom Financial Retreat meeting (which includes your legal and tax professionals and your Next Generation participation). Level 3 meetings include updating of: the 24/7 planning tool and the Personal Finance Progress Report, the Estate Planning and Insurance Progress Reports, and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts.
YOUR BILLING RIGHTS - KEEP THIS NOTICE FOR FUTURE USE This notice tells you about your rights and our responsibilities under the Fair Credit Billing Act.
Referral Procedure Section 4.01 In the interest of maintaining an efficient system of production in the Industry, providing for an orderly procedure of referral of applicants for employment, preserving the legitimate interests of the employees in their employment status within the area and of eliminating discrimination in employment because of membership or non-membership in the Union, the parties hereto agree to the following system of referral of applicants for employment.
Conversion of Live Telephone Exchange Service to Analog 2W Loops The following coordination procedures shall apply to “live” cutovers of VERIZON Customers who are converting their Telephone Exchange Services to SPRINT Telephone Exchange Services provisioned over Analog 2W unbundled Local Loops (“Analog 2W Loops”) to be provided by VERIZON to SPRINT.
HHS Single Audit Unit will notify Grantee to complete the Single Audit Determination Form If Grantee fails to complete the form within thirty (30) calendar days after receipt of notice, Grantee maybe subject to sanctions and remedies for non-compliance.
Shipping must be Freight On Board Destination to the delivery location designated on the Customer purchase order The Contractor will retain title and control of all goods until delivery is completed and the Customer has accepted the delivery. All risk of transportation and all related charges are the responsibility of the Contractor. The Customer will notify the Contractor and H-GAC promptly of any damaged goods and will assist the Contractor in arranging for inspection. The Contractor must file all claims for visible or concealed damage. Unless otherwise stated in the Agreement, deliveries must consist only of new and unused merchandise.
Your Billing Rights: Keep This Document For Future Use This notice tells you about your rights and our responsibilities under the Fair Credit Billing Act.
-wire Unbundled Digital/DS0 Loop These are designed 4-wire Loops that may be configured as 64kbps, 56kbps, 19kbps, and other sub-rate speeds associated with digital data services and will come standard with a test point, OC, and a DLR.
Petition for Annual Conference Session The Local Church acknowledges that pursuant to the governing standing rules of the Annual Conference, petitions for consideration of the legislative body must be submitted to the Secretary of the Annual Conference on or before April 1 of the current Annual Conference year. The Annual Conference will make reasonable efforts to assist the Local Church in completing the required petition, which will include this Disaffiliation Agreement as an attachment thereto making it subject to public review. If the petition is not filed in a timely manner, the Parties will make good faith efforts under the standing rules of the Annual Conference to cooperate to bring the petition to the legislative floor for consideration by appropriate motions to suspend the standing rules for the purposes of considering the petition.
