Use "fiduciary|fiduciaries" in a sentence

1. Fiduciaries must submit annual Accountings to the fiduciary hub as follows: (1) The fiduciary must submit Accountings on the appropriate VA form not later than 30 days after the end of the accounting period prescribed by the Hub Manager

2. Almanack Advisers embrace the fiduciary burden

3. " and with full and absolute fiduciary entitlement,

4. Managing somebody is an unbelievable fiduciary responsibility.

5. He was acting in a fiduciary capacity.

6. He is acting in a fiduciary capacity.

7. FAST allows external Fiduciaries to submit new Accountings, review existing Accountings, and provide accounting

8. Fiduciary administration of money, securities, personal assets and land

9. Brett Berly is a Shareholder in the Firm’s Trusts & Estates section and focuses his practice on the representation of high net-worth individuals and fiduciaries of trusts and estates with respect to estate planning, probate, estate and trust administration, closely-held business succession planning as well as probate and fiduciary litigation matters.

10. Fiduciary Accountings Submission Tool (F AST) Training Job Aid

11. When a fiduciary, a person entrusted with the management of funds other than his or her own in trust, mixes trust money with that of others, the fiduciary is Commingling funds and thereby breaching his or her fiduciary duty.

12. (b)separate blocks of finance or fiduciary accounts within an institution.

13. It is well established that a director is a fiduciary.

14. Bondholders is a professional firm which provides independent agency and fiduciary services.

15. It is illegal for a fiduciary to misappropriate money for personal gain.

16. Trust and fiduciary services are provided by Bank of America, N.A

17. Every beneficiary and every fiduciary should understand Compelling Accountings and Defending Accountings

18. Does a director, as an insider, owe fiduciary duties to his shareholders?

19. When it comes to Arbitrating ERISA fiduciary claims, the situation becomes even more […]

20. A fiduciary principles accord with the World Bank and # nited Nations agencies was developed

21. The relationship is where one person has an obligation to act for another’s benefit and a way for the fiduciary to report the activities of the property they are managing is through fiduciary Accountings.

22. The term Commingling is most often applied to funds or assets. When a fiduciary, a person entrusted with the management of funds other than his or her own in trust, mixes trust money with that of others, the fiduciary is Commingling funds and thereby breaching his or her fiduciary duty.

23. Check this box if you are revoking earlier notices Concerning fiduciary relationships on file with the Internal Revenue Service for the same tax matters and years or periods covered by this notice Concerning fiduciary relationship

24. ‘Financial expenses’ are bank charges levied on the Court’s current and fiduciary accounts.

25. This positive mandate to create wealth however is in the context of our fiduciary responsibilities.

26. returns on resources of the financial instrument in the provisioning fund or in fiduciary accounts;

27. It was in the nineteenth century that fiduciary duties were extended to company directors.

28. Bailees do, however, have a fiduciary responsibility to return the property in the same condition.

29. Treasurer – legally recognized corporate officer entrusted with the fiduciary responsibility of caring for company funds.

30. Blooom is a sworn fiduciary, meaning it’s legally obligated to act in its clients’ best interests.

31. Meanwhile, Blooom is a fiduciary, which requires that they act in your best interest – not there’s.

32. Busine LLC is an Independent Registered Investment Advisor (RIA) which provides fiduciary advice in its purest form

33. Busine is an independent Registered Investment Advisor which provides fiduciary advice in its purest form

34. Terry Buttles is a Fiduciary Operations Uhnw Analyst I at Truist based in Charlotte, North Carolina

35. Fiduciary duties depend for their enforcement on the shareholders taking action against the wrongdoing corporate managers.

36. Blooom is a fiduciary financial institution which means it is legally required to act in your best interest

37. Like all trustees, if he fails to perform his fiduciary responsibilities, he is personally accountable for his mistakes.

38. So, the conclusion is that we should endow the fiduciary duty to the managers in the statutory law.

39. Commingling Act of fiduciary in mingling funds of his beneficiary, client, employer, or ward with his own funds

40. 16 So, the conclusion is that we should endow the fiduciary duty to the managers in the statutory law.

41. Best execution will also apply in principle to agency and other fiduciary transactions for non-private customers.

42. Today, the better view would appear to be that directors owe shareholders fiduciary duties in special circumstances.

43. The Croft Group is held to a Fiduciary standard of care, the highest standard of care in the industry

44. Since, there has been a more complicated debate and a general narrowing of the definition of "fiduciary duty".

45. Advisors more commonly follow the fiduciary standard, which requires them to act in their clients' best interests at all times

46. Blooom maintains a fiduciary standard, so if you appreciate their approach, Blooom could be a good fit for you

47. Barrad & Shilling delivers outstanding business services, tax accounting and fiduciary services in a personal, proactive, and responsive manner

48. Churning can violate an investment advisor’s general fiduciary duty to always act in the client’s best interests, and may constitute securities fraud

49. Directors are usually agents of the company, and owe it duties both of a fiduciary nature and of care and skill.

50. They would also risk breach of their fiduciary duties to act in the best interests of the company rather than in their own.

51. The extent to which fiduciary duties are modified will depend on what precisely is disclosed and to what the beneficiary has consented.

52. It can not, therefore(Sentence dictionary), be depended on as an exclusive method for avoiding conflicts between fiduciary law and regulatory rules.

53. Investment Consulting We offer investment advice to manage the cost, risk, governance, and fiduciary operations of qualified retirement programs on an advisory, discretionary or …

54. IRA Custodians are subject to strict regulations set forth in the Internal Revenue Code, holding them to high standards of care and fiduciary responsibility

55. The Impact Investing Adopters Forum is a member forum of pension funds, investment consultants and fiduciary managers at the forefront of sustainable finance

56. Trade trust refers to the economic action that the bailer entrusts fiduciary institution to sell or deal with his or her junk or goods in stock.

57. 12 The fundamental principle of regulating insider trading is that insider trading erodes the fiduciary relationship that lies at the heart of our business organizations.

58. A fiduciary need only sign a petition once if all the individual capacities in which he signs or Assents are indicated under his signature

59. The Brisks have asserted the debt is non-dischargeable as debt “for fraud or defalcation while acting in a fiduciary capacity, embezzlement, or larceny.” 11 U.S.C

60. Therefore, arguments have emerged that the same fiduciary duty owed to shareholders should be extended to Bondholders.' Through a discussion of Bondholder-shareholder conflicts, this Ar-

61. 24 I have argued that the real reason for prohibiting insider trading is that it erodes the fiduciary relationship that lies at the heart of our business organizations.

62. Performance has been satisfactory on loan administration and fiduciary aspects but, due to budget limitations, there have been insufficient field work and analysis as well as Backstopping on technical issues

63. Arranger is a fiduciary of the participant banks and, second, mitigate an Arranger's legal obligation to account for any Arranger fees in favor of the participant banks generally

64. Proceedings, NRMA argued that this statement Contravened s 42 of the Fair Trading Act 1987 (NSW) (now s 18 of the ACL) and breached Yates’ fiduciary duties to the company

65. Fiduciary Accountings Submission Tool (FAST) What is FAST? FAST automates the current process for accounting submission and reviews, bringing forth innovative technology to streamline and reduce the accounting submission process

66. Blooom’s top selling points include its status as a sworn fiduciary, no minimum account size requirement, no obligation to opt into a paid plan, and human advisors on call for paying customers

67. A Conservator, or guardian of the property, on the other hand, is a court-appointed fiduciary who is responsible for managing the financial affairs of a child or an incapacitated adult

68. Judicial Accountings: Judicial Accountings, while rare, are initiated in a few main ways: By a beneficiary if there is a disagreement with the fiduciary which can not be resolved amongst themselves

69. "If I inherit a lot of money, I may feel a fiduciary obligation to preserve the corpus," says Patrick Rooney, director of research at the Center on Philanthropy at Indiana University.

70. Adviser First Partners is the industry's first and only fiduciary solution using innovative weighted compatibility standards built by psychologists to match financial professionals to broker-dealers, hybrids, RIAs and other financial institutions.

71. June 21, 2019), the Delaware Court of Chancery denied the defendants’ motion to dismiss claims of breach of fiduciary duty, aiding and Abetting, and civil conspiracy brought against the largest stockholder of KCG Holdings, Inc

72. Bircher is also one of several Virginia representatives for an American Bar Association-sponsored program on behalf of the Consumer Financial Protection Bureau (CFPB) for Virginia’s versions of State Fiduciary Guides (Trustees under a Revocable Living Trust), 2013 – 2014.

73. Perhaps even less familiar, in terms of corporate law and corporate governance, is the status of a “Constituency director” vis-à-vis the duty of loyalty and traditional fiduciary duty; specifically, is it different than time-honored expectations imposed upon a typical director serving

74. Joel subsequently sued Weber for US$90 million, claiming fraud and breach of fiduciary duty and in January 1990 he was awarded US$2 million in a partial judgment against Weber; in April, the court dismissed a US$30 million countersuit filed by Weber.

75. ‘The Conservator or guardian is responsible for that elder's finances, his or her person, or both.’ ‘On November 2, 1993, the respondent was appointed Conservator, and he served in that fiduciary position until July 1, 1998, when a successor guardian was appointed.’ ‘He was appointed Conservator on …

76. ' Assenting to the bill would also have serious consequences for the people of Kano and would breach your fiduciary duties including your duty to take reasonable care in the management of public funds and the duty to account.' SERAP Threatens To Sue Ganduje Over Passage Of Life Pension's Bill

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