PAYING FOR OUR SERVICES Sample Clauses

PAYING FOR OUR SERVICES. In all cases, we will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid and at what frequency (for ongoing charges) which is typically monthly but may be quarterly or annually. For transactional or adhoc work, you may ask us for an estimate of how much in total we might charge and you may also ask us not to exceed a given amount without checking with you first. You can pay for some or all of the adviser charges overleaf directly as a fee by cheque or bank transfer. If you choose to pay by this method, we will issue an appropriate invoice for you . We do not accept payments by cash. You can also choose to have our fees paid (or facilitated) on your behalf by the product provider with whom the product is placed or held. Any initial and on-going charges paid by product providers will be taken directly from your investment with them and will reduce the amount left invested. There may, depending on your circumstances, be other implications. If you choose to pay by this method, we will confirm the rate we will charge you and inform you of any related costs in writing. Payment by commission is no longer allowed where a recommendation is required or made in respect of investment business and we are unable to accept this method of payment. However, there may be limited circumstances where commission is payable, for instance in relation to non-advised investment business. In addition, some clients may have existing plans in place from which we receive and retain trail commission. The amount of trail commission we receive will vary depending on the amount you have invested and its fluctuating value. If we receive trail commission, we will confirm the amount and this will be offset against the total adviser charge payable.
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PAYING FOR OUR SERVICES. 6.1 Our Service Fee. Depending on which Services you use, we may charge a service fee (Service Fee) for a particular Service. We will let you know if a Service Fee applies and how much it is before you use the Service, so you can decide whether to continue. 6.2 How you can pay us. We will charge your Payment Instrument for the Service Fee, additional amounts relevant to the Service you are using and which we notify you about in advance and any other fees owed to us which we have 1. a debit or credit card and will tell you the brands we accept in advance ( Card Funded Payments), or 2. a bank transfer using the UK "Faster Payments" scheme (Bank Funded Payments).
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PAYING FOR OUR SERVICES. 6.1 Our Service Fee. Depending on which Services you use, we may charge a service fee ( Service Fee) for a particular Service. We will let you know if a Service Fee applies and how much it is before you use the Service, so you can decide whether to continue. 6.2 How you can pay us. We will charge your Payment Instrument for the Service Fee, additional amounts relevant to the Service you are using and which we notify you about in advance and any other fees owed to us which we have notified you about in advance. Payment Instruments must be: 1. a debit or credit card and will tell you the brands we accept in advance (Card Funded Payments), or 2. a bank transfer using the UK "Faster Payments" scheme (Bank Funded Payments ).
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PAYING FOR OUR SERVICES. 4.1 Our Service Fee. Depending on which Services you use, we may charge a service fee (Service Fee) for a particular Service. We will let you know if a Service Fee applies and how much it is before you use the Service, so you can decide whether to continue. 4.2 How you can pay us. We will charge your Payment Instrument for the Service 1. a debit or credit card and will tell you the brands we accept in advance ( Card Funded Payments), or 2. a bank transfer using the UK "Faster Payments" scheme (Bank Funded Payments).
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PAYING FOR OUR SERVICES. We will agree our fees with you before commencing any chargeable work. Our fees become payable when we have completed the advice stage on which those fees were agreed. For example, if we agree that a fee is payable for implementing a new investment (stage 3) this will also include the provision of stages 1 and 2. We can agree fees as follows: A FIXED FEE This is the simplest method of agreeing a fee. We agree a fixed monetary amount for the work that we carry out. Once agreed the fee is payable only when we have completed the work. We will always describe the fee in GBP£ and this is the only currency in which we can accept payment. The exact amount of the fee will depend on your circumstances and the work to be completed. AN HOURLY RATE We can agree to work on an hourly rate. Our typical hourly rates are between £150 and £300 per hour depending on the work involved, the experience and qualifications of the Advising Partner, and your needs. We will provide an indication of the likely time involved in any work we do for you, or you can ask us not to exceed a fixed amount without contacting you first. A PERCENTAGE OF THE AMOUNT INVESTED A FIXED FEE - EXAMPLE: For a new investment of £20,000 £600 initial fee (stages 1,2,3). £500 per annum for our Precision Ongoing Service. For a review of your personal pension plans worth £100,000 £3,000 initial fee (stages 1,2,3). £1,000 per annum for our Precision Ongoing Service. AN HOURLY RATE - EXAMPLE: For a new investment of £20,000 Approximately 3-4 hours work which could amount to a fee of £600 (stages 1,2,3). For a review of your personal pension plans worth £100,000 Approximately 15-20 hours work which could amount to a fee of £3,000 (stages 1,2,3). A PERCENTAGE OF THE AMOUNT INVESTED - EXAMPLE: Our typical fees as a percentage are 3% for stages 1,2,3 and 1% per annum for stage 4. You can see how this translates to a GBP£ figure in the examples below: Typical Fee - Precision ongoing We may agree to charge you based on a percentage of the amount you decide to invest: • For stages 1,2 & 3 we typically charge an initial advice fee of 3% of the amount you decide to invest. • For our ongoing service, we typically charge 1% of the value of your investments per annum. Our typical minimum for the Precision Service is £500 per year. The examples to the right show what these typical fees could be in cash terms, Typical Fee - Stages 1, 2, & 3 £7,500 £8,000 Typical Fee £6,000 £4,000 £3,000 £2,000 £750 service (Stage 4) Typical ...
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PAYING FOR OUR SERVICES. We charge for our services by the way of fees. What type of fee you will be charged is based upon the task we undertake for you, in line with our Fee Agreement, which you will be required to sign before we commence any work. Hourly Rate - £123 per hour. We will endeavour to provide you with an estimate of the total cost to fulfil your objectives and consult you for your agreement to continue if we are unable to complete your requirements in the time estimated. Fees will be invoiced on a monthly basis until completion. Fixed fee-We will agree a monetary amount upfront to complete a task. If the task is completed in less time, we will reduce the cost but never inflate it. Adviser charge- This charge is based on a percentage of the amount you invest.
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PAYING FOR OUR SERVICES. The remuneration for Our services is normally in the form of commission or brokerage which is a percentage of the insurance premium paid by you and allowed by the insurer(s) with whom the insurance is placed, or a fee (in lieu of commission), or a combination of both. Details of the commission We receive will be provided upon request and We will remind you of your right to request this information prior to conclusion of each insurance contract or upon renewal. Brokerage and fees are earned for the policy period and We will be entitled to retain fees and brokerage in respect of the full policy period in relation to policies placed by Us. In addition to the brokerage and fee payments received by Us, We may also receive remuneration by way of profit share agreements and volume commission override arrangements from insurers with whom We have placed your insurance, or from premium finance providers. Also, in addition to the Insurance Premium, We make the following administration charges when transacting your insurance to cover our administration and increasing regulatory costs: Arranging new policies £50 Renewals (per policy) £50 Replacement policy documentation £50 Mid-term adjustments £25 Cancellations: Full annual commission £25 (min) For Travel Insurance policies and products where We receive no, or a reduced level of commission from the insurance provider, We may agree remuneration by charging a fee, or We may agree a combination of commission and fee. This will always be negotiated prior to the conclusion of the contract. The specific amount and purpose of any additional charges will be advised to you in advance You must provide the premium due in cleared funds in accordance with Our premium requests or invoices. Failure to meet the payment dates may lead to insurers cancelling your policy. Where insurers have specified that the premium must be received by a certain date, failure to comply can result in the automatic termination of your insurance. We have no obligation to fund any premiums on your behalf and cannot be held responsible for any loss which you may suffer as a result of a policy being cancelled or otherwise prejudiced due to the late payment of a premium where the delay is attributable to you. We accept payment of premiums by BACS, cheque, most major credit and debit cards and by instalments, either directly with the insurance provider, or via a premium finance loan through Close Brothers Premium Finance (CBPF). In arranging premium finance, ...
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PAYING FOR OUR SERVICES. Not all firms charge for advice in the same way. We will discuss your payment options with you and answer any questions you have. We will not charge you for anything until you have agreed how we are to be paid. Remuneration may be in the form of a fee, commission or a combination of fee and commission. We will never charge you for an initial meeting to discuss your requirements and we will always make sure that you are fully aware of our charges and ask you to sign a document to say so. Our Mortgage advice and services usually incur a broker fee of £995. Where applicable this fee is payable on completion of your Mortgage. This fee is usually payable through your solicitors and you will be required to sign a fee agreement to show that you are aware of our charges. On completion of your Mortgage, the Solicitor instructed to deal with your case will usually ensure that our broker fee is paid to us. We may also be paid commission from the Lender and details of this are set out in the Key Features Illustration which provides full details of the product selected. We offer mortgages from the whole market.
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Related to PAYING FOR OUR SERVICES

  • Our Services As insurance intermediaries we generally act as the agent of our client. We are subject to the law of agency, which imposes various duties on us. However, in certain circumstances we may act for and owe duties of care to other parties, including the insurer. We will advise you when these circumstances occur, so you will be aware of any possible conflict of interest. We offer a wide range of products and services which may include: • Offering you a single or range of products from which to choose a product that suits your insurance needs; • Advising you on your insurance needs; • Arranging suitable insurance cover with insurers to meet your requirements; • Helping you with any subsequent changes to your insurance you have to make; • Providing all reasonable assistance with any claim you make. In some cases, we act for insurers under a delegated authority agreement and can enter into insurance policies, issue policy documentation and/or handle or settle claims on their behalf. Where we act on behalf of the insurer and not you, we will notify you accordingly and in relation to claims we will advise you of this fact when you notify us of a claim. Notwithstanding this, we endeavour to always act in your best interest. As intermediaries, we offer a wide range of insurance products and have access to many leading insurance companies and the Lloyd’s market. Depending on the type of cover you require and where we have provided advice based on a personal recommendation, we will offer you a policy from either: • a single insurer; • a limited range of insurers; or • a fair analysis that is representative of the insurance market. We will advise you separately as to which of these apply before we arrange your policy and where we have not undertaken a fair analysis of the market, we will provide you with a list of insurers considered. Jensten Retail Consumer Client TOBA Version 1.0 Nov 2021 Policies taken out, amended, or renewed through our online service will be on a non-advised basis. This means sufficient information will be provided for you to make an informed decision about any product purchased online and you should therefore ensure that any policy provides the cover you require and is suitable for your needs. For Motor Vehicle insurance we require customers to pay an additional charge for our claims service – Coversure Claimsline (details are provided in a separate document). This is a “one-stop” service that enables us to assist you with any claim you may incur. The cost of the Coversure Claimsline services will be included in the price quoted to you for the Motor Vehicle insurance and shown separately in your documentation. By purchasing motor insurance from us, you authorise Coversure and its agents to take all necessary actions to handle your claim including dealing with your insurers, third parties and their insurers and other service suppliers on your behalf. For all other policies, including optional additional products and premium finance (if relevant), before the insurance contract is concluded and after we have assessed your demands & needs, we will provide you with advice and make a personal recommendation. This will include sufficient information to enable you to make an informed decision about the policy that we have recommended, together with a quotation which will itemise any fees that are payable in addition to the premium. This documentation will also include a statement of your demands and needs. You should read this carefully as it will explain reasons for making the recommendation we have made.

  • Routing for Operator Services and Directory Assistance Traffic For a Verizon Telecommunications Service dial tone line purchased by CBB for resale pursuant to the Resale Attachment, upon request by CBB, Verizon will establish an arrangement that will permit CBB to route the CBB Customer’s calls for operator and directory assistance services to a provider of operator and directory assistance services selected by CBB. Verizon will provide this routing arrangement in accordance with, but only to the extent required by, Applicable Law. Verizon will provide this routing arrangement pursuant to an appropriate written request submitted by CBB and a mutually agreed-upon schedule. This routing arrangement will be implemented at CBB's expense, with charges determined on an individual case basis. In addition to charges for initially establishing the routing arrangement, CBB will be responsible for ongoing monthly and/or usage charges for the routing arrangement. CBB shall arrange, at its own expense, the trunking and other facilities required to transport traffic to CBB’s selected provider of operator and directory assistance services.

  • Hospice Services Services are available for a Member whose Attending Physician has determined the Member's illness will result in a remaining life span of six months or less.

  • Training Services Training Services may include pre-packaged training Products, and/or the development or customization of training programs as requested, including Live Training, Computer Based/Multi-Media Training which encompasses Internet-Delivered Training, and/or Video Based Training.

  • Directory Assistance Service 8.3.1 Directory Assistance Service provides local end user telephone number listings with the option to complete the call at the caller's direction separate and distinct from local switching.

  • Distribution Services 3.1. Distributor will have the right, as agent for the Fund, to enter into dealer agreements with responsible investment dealers, and to sell Shares to such investment dealers against orders therefor at the public offering price (as defined below) stated in the Fund’s effective Registration Statement on Form N-2 under the 1940 Act and the Securities Act of 1933, as amended (the “Securities Act”), including the then-current prospectus and statement of additional information (the “Registration Statement”). Upon receipt of an order to purchase Shares from a dealer with whom Distributor has a dealer agreement, Distributor will promptly cause such order to be filled by the Fund. 3.2. Distributor will also have the right, as agent for the Fund, to sell such Shares to the public against orders therefor at the public offering price (as defined below) and in accordance with the Registration Statement. 3.3. Distributor will also have the right to take, as agent for the Fund, all actions which, in Distributor’s reasonable judgment, are necessary to carry into effect the distribution of the Shares. 3.4. The “public offering price” for the Shares of the Fund shall be the net asset value (“NAV”) of the Shares then in effect, plus any applicable sales charge determined in the manner set forth in the Registration Statement or as permitted by the 1940 Act and the rules and regulations promulgated by the SEC or other applicable regulatory agency or self-regulatory organization under the oversight of the SEC. In no event shall any applicable sales charge exceed the maximum sales charge permitted by the Rules of FINRA. 3.5. The NAV of the Shares of the Fund shall be determined in the manner provided in the Registration Statement, and when determined shall be applicable to transactions as provided for in the Registration Statement. The NAV of the Shares shall be calculated by the Fund or by another entity on behalf of the Fund. Distributor shall have no duty to inquire into or liability for the accuracy of the NAV per Share as calculated. 3.6. On every sale, the Fund shall receive the applicable NAV of the Shares promptly, but in no event later than the third business day following the date on which Distributor shall have received an order for the purchase of the Shares. 3.7. Upon receipt of purchase instructions, Distributor will transmit such instructions to the Fund or its transfer agent for the issuance and registration of the Shares purchased. 3.8. Distributor, as agent of and for the account of the Fund, may repurchase the Shares at such prices and upon such terms and conditions as shall be specified in the Registration Statement. 3.9. Distributor shall maintain membership with the National Securities Clearing Corporation (“NSCC”) and any other similar successor organization to sponsor a participant number for the Fund so as to enable the Shares to be traded through FundSERV. The Distributor shall not be responsible for any operational matters associated with FundSERV or networking transactions. 3.10. Distributor will review all proposed advertising materials and sales literature for compliance with Applicable Law and shall file such materials with appropriate regulators as required by current laws and regulations. Distributor agrees to furnish the Fund with any comments provided by regulators with respect to such materials. 3.11. Distributor shall prepare or cause to be prepared reports for the Board of Trustees (the “Board”) of the Fund regarding its activities under this Agreement as reasonably requested by the Board.

  • Ambulance Services Ground Ambulance Air and Water Ambulance

  • Call Center Services Answer telephone inquiries during mutually agreed upon hours each day on which the Fund is open for trading. In the event that the Fund plans to be open on a business day when the New York Stock Exchange is to be closed, the Fund shall provide the Transfer Agent with reasonable advance notice and the parties shall discuss the call center resources available for such day. The Transfer Agent shall answer and respond to inquiries from existing Shareholders, prospective Shareholders of the Fund and broker-dealers on behalf of such Shareholders in accordance with the instructions provided by the Fund to the Transfer Agent for purpose of fulfilling its duties under this Agreement, including, accepting transaction requests on behalf of the Fund.

  • Outside Services Consultant shall not use the service of any other person, entity, or organization in the performance of Consultant’s duties without the prior written consent of an officer of the Company. Should the Company consent to the use by Consultant of the services of any other person, entity, or organization, no information regarding the services to be performed under this Agreement shall be disclosed to that person, entity, or organization until such person, entity, or organization has executed an agreement to protect the confidentiality of the Company’s Confidential Information (as defined in Article 5) and the Company’s absolute and complete ownership of all right, title, and interest in the work performed under this Agreement.

  • Provider Services Charges for the following Services when ordered by a Physician for the treatment of an Injury or Illness.

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