Examples of Brooks Macdonald in a sentence
Brooks Macdonald will calculate the amount due by taking the total assets under management at the end of the relevant quarter multiplied by the annual percentage charge.
Brooks Macdonald makes no extra charge when receiving plans from other plan managers, but reserves the right to do so in future by amending the Fee Schedule in accordance with section 14.18.
The management of the Brooks Macdonald ISA will be subject to the rules and regulations of HMRC.
If the client requests to transfer the Brooks Macdonald ISA to another plan manager willing to accept the transfer, Brooks Macdonald will usually complete the transfer within 30 days of receiving written instructions.
The client may instruct Brooks Macdonald to transfer an ISA, or part of such an arrangement, to another plan manager.
Brooks Macdonald Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Where a right to withdraw applies, Brooks Macdonald will normally only commence your ISA on the expiry of the withdrawal period.
A client wishing to exercise a right to withdraw is required to provide Instructions to Brooks Macdonald before the end of the seven-day period.
Clients should note that changes may occur to Services or Brooks Macdonald may exercise rights which it has reserved to itself under the Client Agreement in accordance with those rights.
Brooks Macdonald maintains professional indemnity insurance to reflect the nature and scale of its business in accordance with the FCA Rules.