Examples of Adviser Fees in a sentence
Fees and ExpensesFees and expenses associated with the Fund include Stable Value Investment Contract Fees, Sub- Adviser Fees, Acquired Fund Fees, and Other Expenses which are collectively referred to as Fund Level Expenses.
Note: All Adviser Fees must be for advice given on pension products only; otherwise HMRC may deem these to be unauthorised payments.
Investment Adviser Fees Fees payable to any appointed Investment Adviser will be paid by the Investment Manager out of the remuneration it receives pursuant to the terms of the Investment Management Agreement.
Any potential tax benefits may be lost, if the total of withdrawals and any Ongoing or Ad hoc Adviser Fees exceeds 5% of the initial investment each policy year.
No Adviser Fees will be deducted from the client’s pension scheme account without the client’s express authority.
Cancellation and Adviser Fees If you exercise your right to cancel after the investment has been purchased you may not get back your full investment.
By signing the Application Form you irrevocably authorise the Issuer to collect the Upfront and Ongoing Adviser Fees (if any) specified on your Application Form at the same time as the other payments are direct debited and irrevocably direct the Issuer to pay the Upfront and Ongoing Adviser Fees (if any) to your adviser, or a service provider of the Adviser nominated by you, on your behalf.
If You have not provided Adviser Firm Registration and Account Details the Plan Administrator will be unable to facilitate the payment of Adviser Fees to You.
NB: It is not possible for fees to be taken from a pension arrangement in respect of advice that does not relate to retirement planning.Payment of Ongoing Adviser Fees will be facilitated as a specified amount, or as a percentage of the fund value as determined in the Terms and Conditions.
Please refer to the Financial Adviser Fees section for further information.