Existing Clients Sample Clauses

Existing Clients. As of the Effective Date, the Trust shall terminate its existing workers' compensation policies as to the Existing Clients, and TIG shall offer to all Existing Clients workers' compensation insurance written by TIG. The parties acknowledge that the Existing Clients are under no obligation to accept workers' compensation insurance coverage from TIG, but TIG is obligated to offer such coverage to all Existing Clients.
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Existing Clients. To show our appreciation for clients who entrust us with larger amounts of their accumulated wealth we have some special concessions. Where we have received more than £2,500, in the last year, of on-going income from any client (partner) relationship our Engagement Fee is reduced to £250. Where we have received more than £5,000, in the last year, of on-going income from any client (partner) relationship our Engagement Fee is waived. Where we have received more than £10,000, in the last year, of on-going income from any client (partner) relationship our Implementation Fee is a maximum of 0.75% for any monies invested. Where we have received more than £12,500, in the last year, of on-going income from any client (partner) relationship any decumulation advice is not chargeable. Clients seeking to top up existing arrangements and funds, by an amount less than £50,000 in total can elect to be charged a total cost of 2.75% of amounts invested (with no minimum cost applicable) for Engagement and Implementation combined. As a special concession this charge rate is extended to immediate family for new business. Where we have previously advised on monies being disinvested at this time, the fee payable on the subsequent advice will be based on 50% of the amount we would charge on new monies being invested. An Engagement fee will not be charged only where we receive over £2,500 per annum from you on an on-going basis otherwise this will be charged at £250 in addition to the above implementation fee. Where we have previously advised on monies which are being advised upon again (within 5 years) there may be an entitlement to a discount on the total cost.
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Existing Clients. City acknowledges that at the time of termination, some of its employees or their dependents may be active cases receiving services from APS and it may be unethical and/or illegal to terminate such services without providing further treatment for such clients. Prior to the termination date, APS shall furnish City with a list of the number of active cases which fall into this category, together with certification that it has examined the nature of the active cases and that further treatment is recommended. City shall allow APS to continue to provide such services on reasonable payment terms acceptable to APS or to make other clinically acceptable arrangements for continued services. EXHIBIT D HIPAA HEALTH INFORMATION PRIVACY & SECURITY
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Existing Clients. 1. If employee wishes to integrate information for his/her existing clients into the Company’s database, he/she understands that it must be done during the first week of employment.
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Existing Clients. Notwithstanding anything to the contrary in this Agreement, it is expressly understood and agreed that all existing clients of the Corporation as of the Effective Date shall remain the sole and exclusive clients of the Corporation. Before contacting an organization to introduce the Corporation and the Framework, the Licensee must first check with the Corporation to determine whether or not that organization is an existing client of the Corporation. Where the organization is a client of the Corporation, the Licensee and the Corporation may work collaboratively, in the discretion of the Corporation, to ensure client needs are effectively met.
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Existing Clients. New Policy Administration £85.00 Mid Term Amendments: No charge Policy Cancellations: £ 35.00 (Others may also charge a fee). Duplicate documentation: £30.00 Renewals Administration £85.00
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Existing Clients. BRT has the exclusive right to market to clients who currently purchase advertising space on one of the aforementioned marquee signs, provided that all of the following conditions are met: - the client was initially contacted and secured by either BRT or Windsor Outdoor, LLC; - the client currently rents advertising space; and, - the client maintains a current advertising rental on one or both of the marquee signs. If the client allows its advertising space rental agreement to expire, it shall revert to a “New Client.”
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Existing Clients. The purpose of this service agreement is to formalise the basis of how we will continue to work with you in the post RDR (Retail Distribution Review) environment effective from 1st January 2013. Firstly and I hope re-assuringly, there is very little material change for you as we have effectively been working on an adviser fee basis for many years, although previously it was referred to as commission. As in the past, where a new investment is being made, we will agree a fee based on the advice provided and anticipated implementation costs. The fee will take into account the time taken, complexity but also the size of funds we already manage for you. With regard to the cost of ongoing advice, formerly referred to as renewal or trail commission, this will continue but will be referred to as an ongoing advice fee. This fee reflects the continuing costs for Xxxxxx Xxxxx associated with the business which includes reviews, on-going advice and management as well as keeping you informed with valuations and our regular newsletters. This ongoing service is typically referred to as intermediation. There are three service agreements available, Guardian, Premier and Platinum and the agreement that is most suitable for you will depend on the level of service you require and the size and complexity of the assets we manage. This is our entry level service and is generally appropriate for those with more modest investments and where the need for on-going reviews is less frequent. If you elect for this service you can of course change in the future and upgrade if appropriate. New investment or business transactions and fund switches will incur an additional initial advice charge that will be set out in the suitability report and agreed with you in advance. Service Annual Benefit Statement - You will usually receive an annual statement from Xxxxxx Xxxxx Financial Management or the provider/investment company. File Maintenance - We will hold your information on our computer administration systems and keep it updated. Review Meeting – offer of a periodic review meeting as may be required Providing you with information - You can telephone, write or email our Financial Planning Support Team for information, or guidance, about any of your policies or investments for which we hold records. Newsletters - You will receive our Newsletters which are typically issued twice a year. You can also opt to receive our on-line Investment Meeting Minutes on a monthly basis. Your Commitment to ...
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Existing Clients. If you are an existing Macquarie Prime Client (“Existing Client”), you will continue to be participant sponsored by Macquarie and can disregard Part D. Participant Sponsorship Agreement. Macquarie Online Trading is a service provided by Third Party Platform Pty Ltd (“TPP”) ABN 74 121 227 905 AFSL No. 314341, at the request of Xxxxxxxxx Bank Limited ABN 46 000 000 000 AFSL 237502 (“MBL”). TPP is a Participant of the ASX Group. Neither TPP nor MBL are representatives of each other. Some of the fees paid to TPP for the provision of its services may be remitted to MBL. TPP and MBL do not provide personal financial advice in relation to Macquarie Online Trading. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website. These terms and conditions relate to your Financial Products Trading Account with Third Party Platform Pty Ltd (“TPP”). These terms and conditions are between you and TPP. Terms and conditions between you and the provider of the Linked Cash Account or relating to Financial Products not directly traded through us may be separately documented. Please read this document carefully and retain it for future reference. In consideration of TPP becoming your sponsoring broker in relation to Financial Products or accepting your instructions to trade or transact in Financial Products (as applicable) you agree to be bound by these terms and conditions, as amended from time to time. You acknowledge that TPP will perform all execution, clearing and settlement functions for market transactions entered into on your trading account Part A: General terms and conditions
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Related to Existing Clients

  • Clients in this context, clients are people who are dependent upon the caring skills and services of the local authority, for example, the elderly, mentally infirm, those with mental or physical impairments. Clients in this context also include those whose needs are identified and catered for in settings such as schools and nurseries, that is, young children and school pupils dependent on the organisation for their educational and developmental welfare. Clients exclude internal authority customers (as in client departments) or external customers (for example, members of the public with planning applications), because neither are dependent on the local authority for their care and welfare. The exceptional needs of clients refer to those which are exceptionally demanding, not to those which are out of the ordinary.

  • Certain Business Relationships Neither Parent nor any of its affiliates is a party to any Contract with any director, officer or employee of the Company or any Company Subsidiary.

  • Business Relationships There are no business relationships or related party transactions involving the Company or any other person required to be described in the Registration Statement, the Pricing Disclosure Package and the Prospectus that have not been described as required.

  • Company Affiliates No later than 30 days after the date of this Agreement, the Company shall deliver to Parent a list of names and addresses of those persons who were, in the Company’s reasonable judgment, on such date, affiliates (within the meaning of Rule 145 of the rules and regulations promulgated under the Securities Act (each such person being a “Company Affiliate”)) of the Company. The Company shall provide Parent with such information and documents that the Company has in its possession as Parent shall reasonably request for purposes of reviewing such list. The Company shall use its reasonable best efforts to deliver or cause to be delivered to Parent, prior to the Effective time, an affiliate letter substantially in the form attached hereto as Exhibit 6.08, executed by each of the Company Affiliates identified in the foregoing list and any person who shall, to the knowledge of the Company, have become a Company Affiliate subsequent to the delivery of such list.

  • Certain Business Relationships with the Company Except as set forth in Section 4.20 of the Disclosure Schedule, neither the Seller, nor any Affiliate of the Seller, has been involved in any business arrangement or relationship with the Company within the past 12 months, and neither the Seller, nor any Affiliate of the Seller, owns any asset, tangible or intangible, which is used in the Business.

  • Related Entities If Tenant is a legal entity, the transfer (by one or more transfers), directly or indirectly, by operation of law or otherwise, of a majority of the stock or other beneficial ownership interest in Tenant or of all or substantially all of the assets of Tenant (collectively “Ownership Interests”) shall be deemed a voluntary assignment of this Lease; provided, however, that the provisions of this Article 13 shall not apply to the transfer of Ownership Interests in Tenant if and so long as Tenant is publicly traded on a nationally recognized stock exchange. For purposes of this Article, the term “transfers” shall be deemed to include (x) the issuance of new Ownership Interests which results in a majority of the Ownership Interests in Tenant being held by a person or entity which does not hold a majority of the Ownership Interests in Tenant on the Effective Date and (y) except as provided below, the sale or transfer of all or substantially all of the assets of Tenant in one or more transactions and the merger or consolidation of Tenant into or with another business entity. Notwithstanding the foregoing, the prior consent of Landlord shall not be required with respect to an assignment or sublease to a Related Entity, or to a business entity into or with which Tenant is merged or consolidated, or to which all or substantially all of Tenant’s assets or all or substantially all of Tenant’s stock are transferred, so long as (i) such transfer was made for a legitimate independent business purpose and not for the purpose of transferring this Lease, (ii) the sublessee or assignee (as applicable) has a Net Worth at least equal to the Net Worth of Tenant as of the Effective Date, and (iii) proof satisfactory to Landlord of such Net Worth is delivered to Landlord at least ten (10) days prior to the effective date of any such transaction (or promptly thereafter if prior notice is prohibited by any applicable Requirements). Notwithstanding the foregoing, if any Tenant hereunder succeeds to the interest of Tenant in this Lease in violation of the terms and conditions of this Lease, such Tenant shall have no right to assign this Lease or sublease all or any portion of the Premises without Landlord’s prior written consent notwithstanding the provisions of this Section 13.6.

  • Customer Relationships The Executive understands and acknowledges that the Company has expended significant resources over many years to identify, develop, and maintain its clients. The Executive additionally acknowledges that the Company’s clients have had continuous and long-standing relationships with the Company and that, as a result of these close, long-term relationships, the Company possesses significant knowledge of and confidential information about its clients and their needs. Finally, the Executive acknowledges the Executive’s association and contact with these clients is derived solely from Executive’s employment with the Company. The Executive further acknowledges that the Company does business throughout the United States and that the Executive personally has significant contact with the Company’s clients and customers solely as a result of Executive’s relationship with the Company.

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