Common use of MATERIAL INTERESTS Clause in Contracts

MATERIAL INTERESTS. We offer independent financial advice and are not connected to any product provider. However, occasions can arise where we, or one of our other customers, will have some form of interest in business which we are transacting for you. If this happens, or we become aware that our interests, or those of one of our other customers, conflict with your interests, we will inform you in writing and obtain your consent before we carry out your instructions. There may be occasions when we will be unable to act for one of the parties. As a consequence of such potential conflicts arising, we have put arrangements in place to ensure our clients are treated fairly. We have also implemented a conflicts of interest policy to help us manage such risks, which you may access on request. Occasionally we may attend training events which might be funded/delivered by product providers, platforms or fund managers. These events are designed to enhance our knowledge, therefore enhancing the service we provide for our clients. Further information about our conflicts of interest policy is available on request.

Appears in 3 contracts

Samples: Client Agreement, Client Agreement, Client Agreement

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MATERIAL INTERESTS. We offer independent financial advice and are not connected to any product provider. However, occasions can may arise where we, or one of our other customers, will have some form of interest in business which we are transacting for you. If this happens, or we become aware that our interests, or those of one of our other customers, conflict with your interests, we will inform you in writing and obtain your consent before we carry out your instructions. There may be occasions when we will be unable to act for one of the parties. As a consequence of such potential conflicts arising, we have put arrangements in place to ensure our clients are treated fairly. We have also implemented a conflicts of interest policy to help us manage such risks, which you may access on request. Occasionally Occasionally, we may attend training events which might be funded/delivered by product providers, platforms or fund managers. These events are designed to enhance our knowledge, therefore enhancing the service we provide for our clients. Further information about our conflicts of interest policy is available on request.

Appears in 2 contracts

Samples: Client Agreement, Client Agreement

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MATERIAL INTERESTS. We offer independent financial advice and are not connected to any product provider. However, occasions can arise where we, or one of our other customers, will have some form of interest in business business, which we are transacting for you. If this happens, or we become aware that our interests, interests or those of one of our other customers, customers conflict with your interests, we will inform you in writing and obtain your consent before we carry out your instructions. There may be occasions when we will be unable to act for one of the parties. As a consequence of such potential conflicts arising, we have put arrangements in place to ensure our clients are treated fairly. We have also implemented a conflicts of interest policy to help us manage such risks, which you may access on request. Occasionally we may attend training events which might be fundedfunded by/delivered by product providers, platforms or fund managers. These events are designed to enhance our knowledge, therefore enhancing the service we provide for our clients. Further information about our conflicts of interest policy is details are available on request.

Appears in 1 contract

Samples: Client Agreement

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