Your Adviser definition

Your Adviser. ’ – means the FCA authorised financial planner responsible for assessing the suitability of the portfolio for you.
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Your Adviser means your investment or financial adviser;
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Your Adviser means an Authorised Representative of Bellmont.
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Examples of Your Adviser in a sentence

  • Your Adviser is required to provide you with a copy of the RoA in this circumstance, which will outline the advice, the reason for the advice, and details about any remuneration payable.Product Disclosure Document (PDS)You will receive a PDS if your Adviser recommends a financial product or offers to arrange the issue of a financial product on your request.

  • Your Adviser will only recommend a product to implement your strategy after considering its suitability in relation to your individual objectives, financial situation, and needs.

  • Your Adviser uses these tools to find out about your relevant objectives, financial situation or needs.

  • Your Adviser will assess whether the products on the APL (investment, superannuation and insurance) are suitable for you.

  • Your Adviser is required to provide you with a copy of the RoA in this circumstance, which will outline the advice, the reason for the advice, and details about any remuneration payable.

  • Your Adviser will receive between 0% and 60% of the brokerage received by EaP.

  • Your Adviser may sometimes use programs, calculators or worksheets as illustrative tools when you meet with them.

  • Your Adviser can only recommend products listed on the Financial Wisdom Approved Product List.

  • Your Adviser can also take instructions from you to transact on your behalf and place a financial product (that they are able to offer) without providing personal financial advice.

  • Your Adviser should ask you to complete a transaction authorisation and will then electronically instruct us to carry out your authorised investment instructions.


More Definitions of Your Adviser

Your Adviser means an Authorised Representative of Xxxxxxxx.
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Related to Your Adviser

  • Adviser means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • Travel Advisory or Travel Warning means U.S. State Department communication advising caution in traveling to specified destinations due to reasons such as armed violence, civil or political unrest, high incidence of crime (specially kidnapping and/or murder), natural disaster or outbreak of one or more contagious diseases.

  • Sub-Adviser means an adviser to

  • Expert Advisor means a mechanical online trading system designed to automate trading activities on an electronic trading platform such as the Company’s Trading Platform. It can be programmed to alert the Client of a trading opportunity and can also trade his Trading Account automatically managing all aspects of trading operations from sending orders directly to the Trading Platform to automatically adjusting stop loss, Trailing Stops and take profit levels.

  • Legal Adviser means the properly qualified person appointed by the Trust to provide legal advice.

  • Engagement means the engagement (including the Agency Worker’s acceptance of the Hirer’s offer), employment or use of the Agency Worker by the Hirer or any third party to whom the Agency Worker has been introduced by the Hirer, on a permanent or temporary basis, whether under a contract of service or for services, and/or through a company of which the Agency Worker is an officer, employee or other representative, an agency, license, franchise or partnership arrangement, or any other engagement; and “Engage”, “Engages” and “Engaged” shall be construed accordingly;

  • Independent Adviser means an independent financial institution of international repute or an independent financial adviser with appropriate expertise appointed by the Issuer under Condition 5(j)(i).

  • Consultant means any person, including an advisor, engaged by the Company or a Parent or Subsidiary to render services to such entity.

  • Independent Advisor means an independent, nationally recognized accounting firm approved by the Parties, where such approval shall not be unreasonably withheld by either Party.

  • Subconsultant means any person or entity to whom/which the Consultant subcontracts any part of the Services in accordance with the provisions of GCC Clause 50.

  • Sub-Advisor shall include the Sub-Advisor and/or any of its affiliates and the directors, officers and employees of the Sub-Advisor and/or any of its affiliates.

  • Consultancy Services means the Consultancy Services described in Schedule A;

  • Legal Advisor means the officer responsible for providing legal advice to the Standards Committee. This may be the Monitoring Officer, another legally qualified officer of the authority, or someone appointed for this purpose from outside the authority.

  • Consultancy means the person, firm or corporate body Introduced to the Client by the Employment Business to carry out an Assignment (and, save where otherwise indicated, includes Consultancy Staff and any third party to whom the provision of the Consultancy Services is assigned or sub-contracted with the prior approval of the Client and any officer, employee, worker or representative of any such third party);

  • Independent Consultant means the independent individual, firm, or organization with which the SBA contracts to prepare the Premium Formula and any other actuarial services for the FHCF, as determined under the contract with the Consultant.

  • Information Service Provider A provider of Information Service. Information Service Provider includes, but is not limited to, Internet Service Providers (ISPs).

  • portfolio adviser means a person or company that provides investment advice or portfolio management services under a contract with the investment fund or with the manager of the investment fund;

  • Service Provider means an Employee, Director or Consultant.

  • Education service provider means an education management organization, school

  • The Consultant means the person, partnership or company with whom this Contract is placed.

  • Investment Consultant means any individual or organization employed to provide advisory services, including advice on investment objectives and/or asset allocation, manager search, and performance monitoring.

  • associated consultant means, for an issuer, a consultant of the issuer or of a related entity of the issuer if