Professional Adviser definition

Professional Adviser means a person appointed by the client to provide the client with financial planning and advice services.

Professional Adviser means an attorney-at-law or an accountant;

Professional Adviser has the meaning given in paragraph 8.1. “Rules” has the meaning given in paragraph 2.3.

Examples of Professional Adviser in a sentence

• Brooks Macdonald does not set Professional Adviser fees, costs and charges.

• If you have any questions regarding the types of investments or risks disclosed in this Notice you should ask either your Professional Adviser or Brooks Macdonald (depending on the nature of the service selected by you in the Client Agreement).

• Depending on whether you access the Managed Portfolio Service (MPS) or the Bespoke Portfolio Service (BPS) and the terms of the Client Agreement entered into with you, either your Professional Adviser or Brooks Macdonald will be responsible for assessing the suitability of your Portfolio to your individual circumstances.

• The client authorises the deduction of Professional Adviser fees, costs and charges on the basis set out in the Application Pack.

• In the event of unusual market conditions or turmoil, Brooks Macdonald may accept Instructions from the client (or Professional Adviser) to change the client’s selected Risk Profile, MPS Portfolio or model portfolio.

More Definitions of Professional Adviser

Professional Adviser means an attorney, an accountant or other qualified professional adviser;

Professional Adviser means any qualified solicitor, barrister, accountant, actuary, broker, medical practitioner or any other professional person.

Professional Adviser means any accounting, legal or technical services professional;

Professional Adviser means any legal, financial, technical or other adviser retained by the Participant or any Funder of the Participant to advise in relation to the Procurement Process, the Contract or the Project and "Professional Advisers" shall be construed accordingly;

Professional Adviser means any person relevant to the contract appointed by the Client.

Professional Adviser means the professional advisers or consultants engaged by the Recipient to advise in connection with the Permitted Purpose as well as any person potentially providing financing in connection with the Potential Transaction;

Professional Adviser means a legal practitioner, an accountant, a financial planner or any other professional from whom you seek advice;