Common use of Client Money Clause in Contracts

Client Money. We, in the course of carrying on insurance distribution, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 13 contracts

Samples: Terms of Business Agreement, Terms of Business Agreement, Terms of Business Agreement

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Client Money. We, in the course of carrying on insurance distributionmediation, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is are available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 8 contracts

Samples: Terms of Business Agreement, Terms of Business Agreement, Terms of Business Agreement

Client Money. We, in the course of carrying on insurance distributionmediation, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is are available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-non- statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 4 contracts

Samples: Terms of Business Agreement, Terms of Business Agreement, Terms of Business Agreement

Client Money. We, in the course of carrying on insurance distribution, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is are available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 3 contracts

Samples: Terms of Business Agreement, Terms of Business Agreement, Terms of Business Agreement

Client Money. We, in the course of carrying on insurance distribution, handle client money in accordance with the FCA Client Assets Cl i en t As s ets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-statutory non -statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 1 contract

Samples: Terms of Business Agreement

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Client Money. We, in the course of carrying on insurance distribution, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. it is held on Your behalf in a segregated bank account that is subject to a non-non- statutory trust; or ii. it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 1 contract

Samples: Terms of Business Agreement

Client Money. We, in the course of carrying on insurance distribution, handle client money in accordance with the FCA Client Assets Sourcebook (CASS) rules, which are designed to protect You. A copy of the CASS rules is available on request. We handle client money in either one of the following ways, both of which are described in more detail below: i. i) it is held on Your behalf in a segregated bank account that is subject to a non-statutory trust; or ii. ) it is held by Us as agent of the relevant insurer (“risk transfer”).

Appears in 1 contract

Samples: Terms of Business Agreement

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