Insistent Client definition

Insistent Client means a client who has been given a personal recommendation by a firm in relation to the transfer of their safeguarded benefits, but who has decided to enter a transaction different from that which was recommended and wishes the firm to facilitate this.
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Insistent Client means a client who has been given a personal recommendation by a firm in relation to the transfer of their safeguarded benefits, but who has decided to enter into a transaction different from that which was recommended and wishes the firm to facilitate this (COBS 9.5A.2 G defined this on 3 January 2018);
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Insistent Client means a client who has been given a personal recommendation
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Examples of Insistent Client in a sentence

  • When a client does this, they are commonly referred to as an Insistent Client.

  • AIWM Ltd reserve the right to refuse to act for any Client, even on an Insistent Client basis.

  • Genus Financial & Estate Planning reserve the right to refuse to act for any Client, even on an Insistent Client basis.

  • IPSL reserve the right to refuse to act for any Client, even on an Insistent Client basis.

  • We do not charge on a contingent basis, nor do we allow Insistent Client driven transfers.


More Definitions of Insistent Client

Insistent Client means an individual wishing to proceed with a transfer against the recommended advice of a Pension Transfer Specialist.
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