Appointed Adviser definition
Examples of Appointed Adviser in a sentence
Locally Appointed Adviser tenants independently appointed to assist Associations in carrying out their functions under this Agreement Management Committee Those members and Officers of the Committee appointed to undertake those functions described in this Agreement The Robins Fund The Fund created from the sale of the Robins Allotments site and administered by the Council.
It is the responsibility of your Appointed Adviser to ensure that your investments adhere to the Investment Guidelines.
However, for any period where you are a Stand-Alone Member any action stated in the Terms to be carried out by your Appointed Adviser shall be capable of being actioned by you as a Stand- Alone Member and any references to Appointed Adviser shall be interpreted accordingly.
The ROF can be provided to you by your Appointed Adviser, by us (upon request) or downloaded directly from our Website.
If the principal disagrees, he/she shall state the reason to the Joint Committee in writing.
This contract between your Appointed Adviser and us is not in any way connected to your agreement with your Appointed Adviser for the supply of investment, tax and/ or financial advice.
You should refer to your terms with your Appointed Adviser in respect of any advice received from them.
If, in doing so, we notice any issues with the investment instruction we reserve the right to return the investment instruction to your Appointed Adviser for clarification before it is submitted to your Investment Provider.
If the Appointed Adviser does not receive this email within a reasonable time period of no more than 96 Business Hours or is not satisfied that the instruction was placed correctly, it is their responsibility to notify us or your Investment Provider, immediately.
Your Appointed Adviser will update us on how you wish to proceed, this may be by written email correspondence or by an amended and updated investment instruction.