Examples of Initial Adviser Fee in a sentence
See attached link for details of the performance fee – www.prudential.co.za/performance-fees.An Initial Adviser Fee (subject to relevant maximums) and Ongoing Adviser Fee is negotiable between you and your Financial Adviser, for which units would need to be cancelled from your account to pay your financial adviser.
We will deduct the Initial Adviser Fee payable to your Financial Adviser from the Investment Amount transferred to us, before processing the Net Investment Amount to the Investment Portfolio.
The Initial Adviser Fee as agreed between you and your Financial Adviser is subject to a maximum of 1.5% (excluding VAT) of your Investment Amount.
Initial Adviser Fee The Initial Adviser Fee payable to the Financial Adviser may be facilitated from:• Single contributions, and/or• Regular contributions.
Initial Adviser Fee Payment of initial Adviser Fees will be facilitated from transfers and single contributions only.
Initial Adviser Fee %£Amount or% of gross transfer value %or% of transfer value after PCLS The initial Adviser Fee will be deducted only after payment of any PCLS to the member.
Notes:• Initial Adviser Fees are linked to a specific number of subscriptions and the actual timespan will continue for as long as it takes the client to pay those subscriptions.• If a subscription is subsequently refunded or is not honoured, the Initial Adviser Fee will be recovered.
Initial Adviser Fee %£Amount or% of gross transfer/fund value Ongoing Adviser Fee Payment of ongoing Adviser Fees will be facilitated as a percentage of the fund value.
Amount or % of single subscription/transferAny Initial Adviser Fee will be deducted from the single subscription before it is invested in the ISA.
CIS’s FeesThe fees that apply for the unit trust funds are set out in the attached Collective Investment Schemes (CIS) summary which is available on our website – www.prudential.co.za/cis-put.pdf.An Initial Adviser Fee (subject to relevant maximums) and Ongoing Adviser Fee is negotiable between you and your Financial Adviser, for which units would need to be cancelled from your account to pay your financial adviser.