Requesting Additional Information Clause Samples
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. 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. 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 required documentation, TfL has agreed to the following: • repre...
Requesting Additional Information. Information on the various Portfolios and a summary description of the Underlying Investments is included in “Exhibit B – Investment Portfolios and Underlying Investments” and “Exhibit C – Underlying Exchange Traded Fund Information”. Additional information regarding the underlying mutual funds’ 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, contact your broker or financial advisor or visit the website of the respective mutual fund. The Treasurer may amend or supplement the Investment Policy Statement at any time which may change the Portfolios, the asset allocation within the Portfolios, and the Underlying Investment in which the Portfolios invest, including the Underlying Investments in which the Individual Fund Portfolios invest. Age-Based Portfolios Portfolios may (a) invest in registered or unregistered funds; (b) have their assets managed in a separate account in accordance with the Program Management Agreement and Investment Policy Statement; or (c) include a combination of (a) and (b).
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.
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: ▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.
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. Age-Based Portfolios Target Portfolios Individual Fund Portfolios The Treasurer may amend or supplement the Investment Policy Statement at any time which may change the Portfolios, the asset allocation within the Portfolios, and the Underlying Investment in which the Portfolios invest, including the Underlying Investments in which the Individual Fund Portfolios invest. AGE-BASED PORTFOLIOS INDEX AGE-BASED PORTFOLIOS (invest in Vanguard mutual funds) AGE-BASED PORTFOLIOS (invest in index and actively managed investments from multiple firms) Beneficiary Age Index Aggressive Age-Based Index Moderate Age-Based Index Conservative Age-Based 0–2 Years 3-5 Years 6-8 Years 9-10 Years 11-12 Years 13-14 Years 15-16 Years 17–18 Years 19 and over MONEY MARKET FIXED INCOME U.S. EQUITY REAL ESTATE NON-U.S. EQUITY Portfolios may (a) invest in registered or unregistered funds; (b) have their assets managed in a separate account in accordance with the Program Management Agreement and Investment Policy Statement; or
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. Age-Based Portfolios Target Portfolios Individual Fund Portfolios The Treasurer may amend or supplement the Investment Policy Statement at any time which may change the Portfolios, the asset allocation within the Portfolios, and the Underlying Investments in which the Portfolios invest, including the Underlying Investments in which the Individual Fund Portfolios invest. AGE-BASED PORTFOLIOS INDEX AGE-BASED PORTFOLIOS MULTI-FIRM AGE-BASED PORTFOLIOS FIXED INCOME U.S. EQUITY REAL ESTATE NON-U.S. EQUITY FIXED INCOME U.S. EQUITY REAL ESTATE NON-U.S. EQUITY TARGET PORTFOLIOS INDEX TARGET PORTFOLIOS • Index Fixed Income Portfolio seeks current income by investing primarily in investment-grade bonds, US government securities, and bank deposits. The portfolio has a target allocation of 50% fixed income and 50% bank deposits. MULTI-FIRM TARGET PORTFOLIOS • Equity Portfolio seeks long-term capital appreciation by investing all of its assets in equity investments. This Portfolio has a target allocation of 57% domestic equity, 7% global real estate, and 36% international equity. • Balanced Portfolio invests in a combination of equity, real estate, and fixed income investments in order to seek capital appreciation and income. This Portfolio seeks moderate growth by investing in a balanced asset allocation weighted between equity and fixed income investments. This Portfolio has a target allocation of 36% domestic equity, 20% international equity, 4% global real estate, and 40% fixed income. • Fixed Income Portfolio seeks current income by investing primarily in investment-grade bonds, U.S. government securities, and bank deposits. This Portfolio has a target allocation of 50% fixed income and 50% bank deposits. Portfolios may (a) invest in registered or unregistered funds; (b) have their assets managed in a separate account in accordance with the Pro...
