Advice Fee definition

Advice Fee means, with respect to a Member, the fee charged by the Nominated Adviser to the Member for the provision of Authorised Services in relation to the Member’s interest in Hostplus. Advice Fee Cap means the maximum Advice Fee payable in any financial year for the provision of Authorised Services in
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Advice Fee means the fee payable to the Licensee relating to Financial Advice Services, as agreed between the Licensee and Member and specified in the relevant duly completed and executed Fee for Service Payment Request Form. Adviser Registration Pack means the forms which the Trustee requires the Licensee and Financial Advisers to complete and include the Adviser Registration Form, Adviser Registration Terms and Conditions, and Adviser Online Portal Registration for Authorised Officers.
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Advice Fee means a fee payable by a Client to you for financial product advice in relation to a Panorama product or service, including an adviser establishment fee, ongoing advice fee, fixed term advice fee, portfolio management fee, managed portfolio advice fee or one-off advice fee. – ‘AFSL’ means an Australian financial services licence. – ‘AML/CTF’ means anti-money laundering and counter- terrorism financing. – ‘AML/CTF Act’ means the Anti-Money Laundering and Counter-Terrorism Financing Act. – ‘AML/CTF Requirements’ means the requirements under the AML/CTF Act, its regulations, any related regulatory guidance or recommendations, the AML/CTF Rules, related laws or sanctions applicable to you and any requirement of our AML/CTF program that we notify to you from time to time. – ‘AML/CTF Rules’ means the Anti-Money Laundering and Counter-Terrorism Financing Rules Instrument 2007 (No. 1).
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Examples of Advice Fee in a sentence

  • How we are paid - Investments and Pensions • Via Charges for Initial Advice: We charge for our advice by way of an Initial Advice Fee.

  • Initial Advice Fee • Lump Sum Investment or Transfers (including Pensions): You will pay us a fee for our recommendation and/or transaction of an investment product.

  • Client Consent and Initial Advice Fee Declaration Client consent This is our standard client agreement upon which we intend to rely.

  • Via Charges for Initial Advice: We charge for our advice by way of an Initial Advice Fee.

  • You understand that the Fund Advice Fee does not cover any other Fees or expenses associated with your Account(s).

  • If you select an advisory program that involves appointment of a manager to manage your account, including a department or affiliate of ours, you will pay a Portfolio Fee in addition to the Advice Fee.

  • If a Client directs /authorises Netwealth to pay an Advice Fee: NW-R-ARA_0517 Where you are appointed by a Client as their Adviser Representative, You must diligently perform all tasks that you are required to perform under the terms of that appointment and You must at all times act within the terms of that appointment.

  • Client Advice Agreement (Pensions, Investments, Protection & Mortgages) October 2023 v1 3/4 Client Consent and Initial Advice Fee Declaration Client consent This is our standard client agreement upon which we intend to rely.

  • Under a tiered fee schedule, the Advice Fee will vary for different segments of your assets, gradually decreasing as the advisory account balance increases.

  • The Advice Fee covers certain investment advisory services (and brokerage and custody services if the advisory account is subject to a wrap fee) provided by us.


More Definitions of Advice Fee

Advice Fee means a fee payable by a Client to you for financial product advice in relation to an AdviserNET product or service, including an adviser establishment fee, adviser contribution fee, ongoing adviser fee or one-off adviser fee. – ‘AdviserNET’ means the electronic commerce facility offered by us through the AdviserNET operating system.
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