Client Advice definition

Client Advice means the placement of an order, or request to order in any written form whatsoever which is delivered by a Customer to the Carrier from time to time pursuant to which a Quote will be given;
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Client Advice. Your notification to us, in such way as we may specify, including in a FacFlow Transmission, of Debts, credit notes and Adjustments which have not previously been Notified to us together with such evidence of the performance of the Sale Contract or reasons for a credit note as we may specify. "CONCENTRATION A percentage established by us of the balance of all LIMIT Outstanding Notified Debts. PERCENTAGE" "CONTRACTED The amount of a Debt payable by a Customer in VALUE" accordance with the Sale Contract after taking into account any deduction, discount, claim or allowance.
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Examples of Client Advice in a sentence

  • I understand that by signing below I am engaging the services of my Truly Independent Ltd® adviser under the terms of this Client Advice Agreement.

  • The content of the Client Advice Agreement has been fully explained to me and I confirm my acceptance of the terms.

  • Unless we have brought clause 7.3 into effect you must immediately deliver the credit note to the Customer and include its details on your next Client Advice.

  • The inclusion of a Debt in an Offer or a Client Advice is a warranty to the Bank that: the particulars contained in the Offer or Client Advice are correct and complete and the Debt has not been previously Notified to the Bank.

  • Notified Value The amount of the Debt as shown in an Offer or Client Advice.

  • Upon receipt by the Carrier of each Client Advice the Carrier shall be entitled to elect, in its sole and absolute discretion, whether to issue a Quote to the Customer based on the information contained in the Client Advice.

  • 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.

  • Client Advice Agreement (Pensions, Investments & Protection) October 2023 v1 1/4 First 100k – 3% Second £100k – 2% Above £200k – 1% Fees are cumulative, for example a total investment of £160,000 would be charged: £3,000 for first £100k @ 3% £1,200 for next £60k @ 2% Total £4,200 Should the Client return for additional advice within 12 months, say 4 months later, the cumulative charge continues.

  • Client Advice Agreement (Equity) Version: August 2023 1/2 We prefer our clients to give us instructions in writing, to aid clarification and avoid future misunderstandings.

  • Immediately you make any Adjustments you will send us details of them on a Client Advice.