Requesting Additional Information. The decision should be supported by an appropriate letter correctly reflecting the reason for the decision. It will be necessary for the Notice of Rejection to state why the hire agreement is not sufficient to transfer liability. The CSR must consider whether there is the need for additional information. TfL has discussed this issue with the BVRLA/FLA and requested that hire companies provide additional evidence to TfL as requested in the Notice of Rejection for consideration under the second Representations process. Clearly where a hire firm has provided a hire agreement at the Representations stage that does not meet the legislative requirements outlined at section 3 (1 to 5), (all of which should be completed at the outset of the hire agreement), the Service Provider should not request the same hire agreement to be re-submitted, as TfL will not accept amended/modified evidence which has clearly been added to the hire agreement after it has already been provided at the Representation stage. If the hire agreement was not completed correctly at the outset, it must be treated as never being capable of affecting a transfer of liability and therefore any corrections made after submission to TfL to support a Representation will not be valid. Note: It would be acceptable to request a Vehicle hire firm to provide a hire agreement after they have provided a ‘computer history’ initially at the Representations stage or for them to provide a statement of liability that may not have been present at the Representation stage. Second Representations When a second Representation is received from a hire company as with all second Representations, the information contained within it should be scrutinised carefully. Any change of information should be treated as relevant and the Representation should be re-worked. Examples may be a signed statement of liability, Third party authorisation letters if the hire agreement was rejected as Third Party, hire agreement with amended information (particular consideration would need to be given to what has been amended) and hire agreements provided instead of computer screen printout versions. Additional Time for BVRLA Members Further to the discussion with the BVRLA and FLA, their members have indicated that due to their own processes, they are not able to return the correct documentation to enable transfer of liability within the 28 day period allowed by the Road User Charging Regulations. To assist companies in providing the require...
Requesting Additional Information. Information on the various Portfolios and a summary description of the underlying mutual funds and other investment funds is included in “Exhibit B – Investment Portfolios and Underlying Investments”. Additional information regarding the Underlying Investments’ investment strategies, risks, and historical returns can be found in the prospectus, statement of additional information (“SAI”), and the semi- annual or annual report of each underlying mutual fund. For more information about the underlying mutual funds, including copies of their prospectuses, SAIs, and annual reports, visit the website of the respective mutual fund. The Program has the following Portfolios available: Age-Based Portfolios • Index Age-Based Portfolios (invest in Vanguard mutual funds) – Index Aggressive Age-Based option – Index Moderate Age-Based option – Index Conservative Age-Based option • Age-Based Portfolios (invest in index and actively managed investments) – Aggressive Age-Based option – Moderate Age-Based option – Conservative Age-Based option Target Portfolios • Index Target Portfolios (invest in Vanguard mutual funds) – Index Equity Portfolio – Index Balanced Portfolio – Index Fixed Income Portfolio • Target Portfolios (invest in index and actively managed investments) – Equity Portfolio – Balanced Portfolio – Fixed Income Portfolio Individual Fund Portfolios • 16 Individual Fund Portfolios The six Age-Based Portfolios are designed to reduce the Account’s exposure to equity securities the closer the Beneficiary gets to college age; the six Target Portfolios keep the same asset allocation between equity, real estate, fixed income, and money market investments over the life of your Account; and, the Individual Fund Portfolios each invest in a single Underlying Investment. The Age-Based, Target, and Individual Fund Portfolios have been designed (or selected) by the Treasurer, the Program Manager, and Wilshire Associates. Contributions will be invested in the Portfolio or Portfolios the Account Owner selects on the Enrollment Form in accordance with the Investment Policy Statement. Under federal law, none of the Account Owner, contributors or the Beneficiary may direct the investment of Contributions (or earnings thereon) more than two times in a calendar year. As a result, an Account Owner can change the Portfolio or Portfolios in which Contributions and any earnings on such Contributions are invested twice per calendar year, or upon a change of Beneficiary. If an Account Own...
Requesting Additional Information. Information on the various Portfolios and a summary description of the underlying mutual funds is included in “Exhibit C - Investment Portfolios and Mutual Fund Information.” Additional information regarding the underlying mutual funds’ investment strategies and their related risks can be found in the prospectus and statement of additional informa- tion (“SAI”) of each underlying mutual fund. For more infor- mation about the underlying mutual funds, including copies of their prospectuses, SAIs, and annual reports, contact the underlying mutual fund, your broker or financial advisor, or visit the Plan’s website at: XxxxxxxXxxxxx000xxxxxxx.xxx. Account Owners should periodically assess, and if appropriate, adjust their investment choices with their time horizon, risk tolerance and investment objectives in mind. The Portfolios described in this Program Disclosure Statement allow Account Owners to direct funds to specific investment categories and strategies established by the Board and as set forth in the Alabama College Education Savings Program (ACES) Trust Fund Statement of Investment Policy. The Plan has the following Portfolios available: • 3 Age-Based Portfolios; • 6 Target Portfolios; and
Requesting Additional Information. 1-6-1 The Ministry reserves the right in requesting additional information from any contractor or from all contractors added to the written information, or conducting personal interviews to the main staff of the contractor's company. The Ministry may also send its representatives to the contractor's offices or to visit the constructions works sites to ensure the capability and qualifications of the contractor.
