Financial Team definition

Financial Team means any persons or entities working with or affiliating with a Financial Advisor for the purpose of providing a Player with Financial Advice, including without limitation, those persons with shared investment client responsibilities, relationship managers, account managers and other financial advisors or consultants.
View Source

Examples of Financial Team in a sentence

  • In the case of Credit Balance refunds, senior members of the Financial Team shall sign the accompanying Cheque Requisition to provide independent verification.

  • Month 6 9/1 9/29 Final application adjustments provided 9/1 9/15 Final document updates provided 9/1 9/15 CSS finalizes the Go-Live Help Documentation specific to common questions that may arise within the department 9/1 9/15 Classroom Trainings are conducted for general system overview 9/21 9/21 Specialized group trainings are conducted (Supervisors, Financial Team, Clerks, etc).

  • Should any such purchases be made, the Vendor is responsible for submitting a quarterly report identifying all sales made during the applicable quarter via email to the Fleet Financial Team at ▇▇▇▇▇▇▇▇▇▇@▇▇▇▇▇▇.▇▇▇, with a copy to Fleet Contract Manager, ▇▇▇▇▇ ▇▇▇▇ at ▇▇▇▇▇.▇▇▇▇@▇▇▇▇▇▇.▇▇▇.

  • The Terms of Use, and our Privacy Policy constitute the sole and entire agreement between you and Kuderna Financial Team regarding the Website and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding the Website.

  • Activity Authority Frequency Due Date FHWA HQ Program Office FHWA Division Responsible Program Office ITD Responsible Program Office Remarks State Highway (Tourist) Maps When Published When Published Office of Highway Policy information Financial Team Communications Two copies to each Division Office and 100 copies to HQ.

  • After two months of non-payment the matter will be referred to the Inspired Group Financial Team and School Board for appropriate action.

  • During the first week of November, 2009, the Technical Team Leaders and the Financial Team Leaders shall endeavor to meet at the offices of Shenyang in Shenyang, China for the purpose of conducting due diligence and negotiating the structure of the Project.

  • During the second week of November, 2009, the Technical Team Leaders and the Financial Team Leaders shall endeavor to meet at the offices of USREG Wind's manager, Texas Wind Management LLC.

  • Employee will continue as an employee of the Employer in the Financial Team Advisor role from the date of filing of the Form 10-K to and through the Separation Date (the "Transition Period").

  • These terms of use are entered into by and between You and Kuderna Financial Team (“Company,” “we,” or “us”).