Adviser Charge definition

Adviser Charge. : means the fee agreed with your financial adviser in remuneration for the personal recommendation received prior to submission of an Application Form.

Adviser Charge where applicable, means the fee charged by a professional adviser in relation to the Fund or the Policies or any other advice or service provided which has been arranged in advance with your professional adviser which we have agreed to pay from the Bond;

Adviser Charge means, where applicable, the fee charged by a professional adviser in relation to the Fund or the Policies or any other advice or service provided which has been arranged in advance with your professional adviser. Any deductions to meet an adviser charge will be administered as a partial surrender benefit.

Examples of Adviser Charge in a sentence

• N.B. Unsigned declarations may result in Adviser Charge monies being returned to the investor without prior notification.

• Adviser Charge monies will be accrued in a non-client money account awaiting payment to the adviser firm.

• I declare that the firm acknowledges and accepts that it is the firm’s responsibility to solely account for VAT and any other taxes and duties as appropriate within all Adviser Charge values instructed and Margetts takes no such responsibility.

• I declare that in the event of the investor(s) exercising cancellation rights, any Adviser Charges will still be paid and the firm agrees to take full responsibility to manage any communications with the investor in relation to the Adviser Charge.

• I declare that, in the event of the investor payment(s) not being honoured or received by Margetts, I and the firm agree to return any Adviser Charge monies to Margetts immediately, but no later than 15 business days, following notification.

More Definitions of Adviser Charge

Adviser Charge means any fee, agreed by the Intermediary and a Client, for advice and related services provided by the Intermediary to the Client in respect of the Fee-based Business.

Adviser Charge means any deduction We make from Your Bond on Your behalf and as instructed by You, to pay Your Financial Adviser for advice or related services that they provide to You.

Adviser Charge or “Adviser Charges” means any type of withdrawal You ask Us to make from Your Bond and pay the equivalent amount to Your Financial Adviser or Your Investment Adviser, as appropriate, except where We state these expressions relate to one or more specific types of such withdrawal. See Part 5, which covers all types of Adviser Charge You can pay by deductions from Your Bond. This specifically excludes any Set-up Adviser Charge as We facilitate this as a deduction from Your Payment before We put Your Bond into force.

Adviser Charge means a charge to be paid to your Financial Intermediary who has provided you advice and/or related services in connection with your Plan.

Adviser Charge means any payment You ask Us to make to Your Financial Adviser for advice they give You (see Rule 7).

Adviser Charge means a charge payable on behalf of the Policyholder (and not the First Policyholder) to a professional adviser (or the professional adviser’s firm), in relation to the provision by that adviser (or that firm) of a personal recommendation in respect of the Policy (or any related service), and which is agreed between that adviser (or that firm) and the Policyholder (and not the First Policyholder).

Adviser Charge means the charge agreed between the Intermediary and their Client for providing initial advice and services.