eligible client definition
Examples of eligible client in a sentence
A) i) to provide to Eligible Clients the "Gathering Information" pamphlet that explains the purpose and privacy implications of collecting an Eligible Client's information for the purposes of the Project; ii) if the Eligible Client is illiterate, to verbally transmit the contents of the pamphlet; and iii) to comply with the data collection systems' related privacy and security manual.
B) collect protected information about each Eligible Client to whom services are provided, including the details of those services, and report the information in the data collection system provided by the Department.
A) treat all personal information collected in carrying out the Project as confidential and not disclose it to any person, other than the Eligible Client to whom it relates, except in accordance with applicable law.
Protected information must be retained only for as long as the Eligible Client continues to receive services, after which all copies of the record must be immediately destroyed.
This Document does not relate to client classifications (including the Eligible Client classification) when we provide any other services, such as hedging and risk mitigation services, to clients that may be regulated investment institutions or brokers.