Which Service Will We Provide You With Sample Clauses

Which Service Will We Provide You With. Investment
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. We will confirm the total fee payable to you in our Client Engagement Letter or fee agreement. Where we receive a commission payment from the product provider you will receive a quotation which will detail this commission and outline any other fees relating to any particular insurance policy.
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount your equity release requirement following assessment of your needs and circumstances.
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Which Service Will We Provide You With. We will advise and make a recommendation to you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount you want to borrow following assessment of your needs and circumstances. A fee between £600 and £1,200. The level of the fee will depend on the perceived complexity of the case and the likely work involved. It may also depend on what other business a client has with Xxxx Xxxxxxxx Financial Services Ltd. The firm may also consider charging on an hourly rate along the lines outlined elsewhere in this document. You will receive an illustration when considering a particular mortgage, which will tell you about any fees relating to it.
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount you want to borrow following assessment of your needs and circumstances. We will usually be paid a commission from the lender, however, if this does not meet our minimum fee of £500 we reserve the right to charge you a fee in addition. In such circumstances the fee we charge you will not exceed £500. You will receive an illustration when considering a particular mortgage, which will tell you about any fees relating to it.
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount you want to borrow following assessment of your needs and circumstances. 50% of the fee is payable when we submit an application and the balance is then payable on offer. Product Transfer - £199.00 Remortgage - £499.00 New Purchase - £499.00 Buy To Let - £599.00 Commercial Lending & Self Build – from £799.00 to £999.00 Product transfer fees and remortgage fees are subject to a 50% discount for existing clients. You will receive an illustration when considering a particular mortgage, which will tell you about any fees relating to it.
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount your equity release requirement following assessment of your needs and circumstances. A fee of £595.00 when you apply for an equity release product, we will also be paid a commission from the lender/home reversion plan provider. If we charge you a fee, and your equity release product does not go ahead, you will receive: No refund of our fee if you decide not to proceed, this will cover our administration costs. We will forward to you any documents we receive in relation to business transacted as soon as practicable; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them to you.
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Which Service Will We Provide You With. We will advise and make a recommendation for you after we have assessed your needs. You may request an illustration from your adviser whenever our firm provides you with information specific to the amount your equity release requirement following assessment of your needs and circumstances. A fee of £600 when you apply for an equity release product. We will also be paid a procuration fee from the lender/home reversion plan provider. We will confirm the total fee payable to you in our client engagement letter.
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Which Service Will We Provide You With.  We will advise and make a recommendation for you after we have assessed your needs  You will not receive advice or a recommendation from us in respect of the Insurance Backed Guarantee. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.
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Related to Which Service Will We Provide You With

  • Coordination, Oversight and Monitoring of Service Providers As set forth in the Administrative Services Agreement between the Fund and CRMC, CRMC shall coordinate, monitor and oversee the activities performed by the Service Providers with which AFS contracts. AFS shall monitor Service Providers’ provision of services including the delivery of Customer account statements and all Fund-related material, including summary prospectuses and/or prospectuses, shareholder reports, and proxies.

  • The Service Provider upon receipt of a notice contemplated under clause 19.1 shall discontinue the supply of all services or goods under this Agreement, to the extent specified, and on the date specified in the notice.

  • Coordination of Services Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.

  • Covenant to Provide Financial Information and Maintain Sufficient Capital The Administrator shall obtain and maintain the necessary capital to fulfill its obligations under this Agreement and shall remain solvent. The Administrator will report to the Issuer on a semi-annual basis its current and total assets, current and total liabilities, and total equity and the Company intends to include such amounts in its SEC reports.

  • Information About You and Your Visits to the Website All information we collect on this Website is subject to our Privacy Policy. By using the Website, you consent to all actions taken by us with respect to your information in compliance with the Privacy Policy.

  • Files Management and Record Retention relating to Grantee and Administration of this Agreement a. The Grantee shall maintain books, records, and documents in accordance with generally accepted accounting procedures and practices which sufficiently and properly reflect all expenditures of funds provided by Florida Housing under this Agreement. b. Contents of the Files: Grantee must maintain files containing documentation to verify all funds awarded to Grantee in connection with this Agreement, as well as reports, records, documents, papers, letters, computer files, or other material received, generated, maintained or filed by Grantee in connection with this Agreement. Grantee must also keep files, records, computer files, and reports that reflect any compensation it receives or will receive in connection with this Agreement.

  • Agreement to Provide Information Intermediary agrees to provide the Fund, upon written request, the taxpayer identification number (“TIN”), the Individual Taxpayer Identification Number (“ITIN”), or other government-issued identifier (“GII”), if known, of any or all Shareholder(s) of the account and the amount, date, name or other identifier of any investment professional(s) associated with the Shareholder(s) or account (if known), and transaction type (purchase, redemption, transfer, or exchange) of every purchase, redemption, transfer, or exchange of Shares held through each account maintained by the Intermediary during the period covered by the request.

  • Advice of the Fund and Service Providers If ALPS is in doubt as to any action it should or should not take, ALPS may request directions, advice, or instructions from the Fund or, as applicable, the Fund’s investment adviser, custodian, or other service providers.

  • Shareholder Account Maintenance (a) Maintain all shareholder records for each account in the Company. (b) Issue customer statements on scheduled cycle, providing duplicate second and third party copies if required. (c) Record shareholder account information changes. (d) Maintain account documentation files for each shareholder.

  • Obligation to Provide Information Each party’s obligation to provide information shall be as follows: (a) TAM shall cause the Subadviser to be kept fully informed at all times with regard to the securities owned by the Fund, its funds available, or to become available, for investment, and generally as to the condition of the Fund’s affairs. TAM shall furnish the Subadviser with such other documents and information with regard to the Fund’s affairs as the Subadviser may from time to time reasonably request. (b) The Subadviser, at its expense, shall supply the Board, the officers of the Trust and TAM with all information and reports reasonably required by them and reasonably available to the Subadviser relating to the services provided by the Subadviser hereunder, including such information the Fund’s Chief Compliance Officer reasonably believes necessary for compliance with Rule 38a-1 under the 1940 Act.

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