Your Adviser definition

Your Adviser. ’ – means the FCA authorised financial planner responsible for assessing the suitability of the portfolio for you.
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Your Adviser means your investment or financial adviser;
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Your Adviser means an Authorised Representative of Bellmont.
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Examples of Your Adviser in a sentence

  • Your Adviser is therefore able to provide unbiased unrestricted advice on retail investment products based on a comprehensive and fair analysis of the market.

  • Your Adviser will provide unbiased and impartial advice on retail investment products based on a comprehensive and fair analysis of the market.

  • Your Adviser will be able to help you decide which method is the most suitable for you.

  • Your Adviser under this MAA is an independently registered third-party investment adviser that is unaffiliated with ▇▇▇▇▇▇▇ ▇▇▇▇▇.

  • Your Adviser will contact you to explain any changes that may affect your Accounts on the Platform, as appropriate.

  • Your Adviser will be able to tell you how investments may be transferred to your Account and will provide you with the appropriate documents to authorise this.

  • Your Adviser maintains sole responsibility for determining the appropriateness of any Advisory Account Program, the use of Subadviser or Managers, and related investment strategy or discipline.

  • Your Adviser will therefore also enter into a contract directly with the Platform Provider which will govern their access to your account on the Platform so that they can carry out those Restricted Activities on your behalf.

  • Your Adviser will gather information about you and based on that information will recommend a specific investment mandate for your Tailored Portfolio, which they will agree with you before communicating this to us (the “Mandate”).

  • Your Adviser will seek instructions from you if this situation occurs.