Examples of Adviser Charge in a sentence
The Introducer Adviser Charge will be detailed in the Suitability Report.
In addition, a fee for the Introducer (“the Introducer Adviser Charge”), which would be subject to a separate agreement between the Introducer and Customer and advised to Grove, may be included and Grove will pay the Introducer Adviser Charge out of monies received.
Vat) Advising on and arranging lump sum investments If you go ahead with our recommendations, we will typically charge a percentage fee based upon the amount invested as follows: 3% of the first £100,000 invested 2% of any additional money invested from £100,001 to £250,000 1% of any additional money invested above £250,000 For example; if the amount invested is £200,000, we would charge you 3% of the first £100,000 and 2% on the further £100,000 and so the Adviser Charge would be £5,000 (exc.
Vat) Advising on and arranging regular premium investments A typical charge of 15% of the first year’s premiums, if you go ahead with our recommendations For example; if you invest £250 per month (£3,000 per annum) your Adviser Charge would be £450 (exc.
We offer our clients various payment options in respect of investment business as set out below: • Payment by Adviser Charge – direct payment to us • Facilitated payment to us by the product provider (where applicable) • Any combination of Adviser Charge and Facilitated Payment.