Nominated Contact. (a) The Nominated Contact shall be the single point of contact for the Practice and WAPHA shall use these details for giving notices under this Agreement.
Nominated Contact. (For Trusts) An individual we have accepted as the nominated contact for a trust account and who is the only person from whom we will accept instructions in relation to the account. Nominee/Nominee Company A Custodian appointed by Viewpoint to hold your investments in safe custody and separate from corporate assets. The Nominee Company is Hubwise Nominees Limited or any other Nominee Company as may be appointed by Viewpoint to hold certain asset classes. Ombudsman the Financial Ombudsman Service who may be contacted at Xxxxxxxx Xxxxx, Xxxxxx X00 0XX. Ongoing Charges Figure (OCF) Is the term for the total expense ratio (TER) and gives the most accurate measure of what it costs to invest in a particular fund. It is made up of the AMC and a variety of other operating costs. These charges cover the cost of running the fund. Personal Data Personal information which identifies you which we receive or otherwise obtain in respect of your use of the services provided under these T&Cs and processed in connection with these T&Cs. Such data will be held in accordance with the Data Protection Legislation, as amended, replaced or supplemented from time to time. Hubwise’s Privacy Policy is available to view at: xxx.xxxxxxx.xx.xx/xxxxxxx in the ‘Regulatory and Legal’ section. Viewpoint Portfolio’s Privacy Policy is available to view at xxxxx://xxx.xxxxxxxxx-xxxxxxxxx.xx.xx/privacy- policy.html. Phased Investment The ability to ‘drip feed’ money into the market over a longer period in order to benefit from ‘pound cost averaging’. This is available for a maximum period of 12 months - from the date of the initial investment to the final investment date, and is only permitted where the overall investment is at least £60,000. Platform Fee The Fee payable by you in relation to the Platform as detailed in the Schedule of Charges. Platform Services Refers to those services required to be provided directly to you from time to time by Viewpoint as a retail client of Viewpoint for compliance with the FCA Rules which are referred to in these T&Cs. Portfolio The Assets belonging to you as detailed on the Platform. Primary Holder The first named applicant on an Application form. Product Charges Charges for SIPP and Offshore Bond as detailed in the Schedule of Charges which form part of these T&Cs and associated Product documents. Rebalance A service which may be made available by your Adviser or a DFM (if appointed) that enables them to align and maintain your Assets to the Portfolio p...
Nominated Contact. Please designate a person in your organisation to serve as the primary contact person for the network. Name of contact person Position/function Contact details
Nominated Contact. (a) The Nominated Contact shall be the single point of contact for the Practice with respect to this Agreement and the PHN shall use these details for giving notices under this Agreement.
