Examples of Existing Clients in a sentence
Existing Clients may receive emails about specific offers relating to things you have already purchased.
Mellon and the Existing Clients entered into that certain Service Agreement for Transfer Agent Services dated June 1, 2002, as amended (the “Agreement”), pursuant to which Mellon is providing transfer agent and related services to the Existing Clients.
Separate funds are monies deposited into the respondent’s trust account after the misappropriation, which are not affected by the misappropriation, and funds that have been placed into a separate segregated individual trust account under the individual client’s tax identification number.(f) New Cases and Existing Clients.
Existing Clients Enrolling in Portfolio Optimization - If you are an existing client enrolling in Pacific Life's Portfolio Optimization program, this form must be accompanied by the signed ---- and dated acknowledgment contained in the Investment Policy Statement.
Existing Clients Currently Enrolled in Portfolio Optimization - If you are an existing client currently enrolled in Pacific Life's Portfolio Optimization program and just wish to add the rider to your contract, no additional forms are required.