Examples of Advice Fee in a sentence
We only receive commission where we are entitled to receive these payments through existing arrangements with product providers.If you are charged a Financial Planning Advice Fee, we may rebate some or all of the above commission to you.
If you would like to seea copy of these registers, you can speak with your Adviser or contact us.A Licensee Advice Fee is charged by the Licensee, Count Financial Limited, on some products.
Client Consent and Initial Advice Fee Declaration Client consent This is our standard client agreement upon which we intend to rely.
You can negotiate a higher amount with your adviser; however the Trustee has the right to reject a higher amount.If you and your adviser have agreed to this fee and you direct us to deduct it from your Cash Account under the One-off Advice Fee Form, the One-off advice fee will be deducted from your Cash Account at the time the request is processed by the Administrator.The One-off advice fee may be charged multiple times per year up to an aggregate amount of $4,000 pa.
How we are paid - Investments and Pensions • Via Charges for Initial Advice: We charge for our advice by way of an Initial Advice Fee.
Initial Advice Fee • Lump Sum Investment or Transfers (including Pensions): You will pay us a fee for our recommendation and/or transaction of an investment product.
Your adviser will typically confirm these amounts if applicable to you in documents they provide you which may include a Statement of Advice, Record of Advice, Fee Disclosure Statement or other similar documents.
Ongoing Advice Fee: (per annum of the market value of the portfolio, charges by means of unit reduction and paid to the Financial Advisor monthly in arrears, exclusive of VAT).
We hereby confirm that the Financial Advisor whose details are recorded in Section C above is my appointed Financial Advisor and I/ we agree to the payment of the following fees: Initial Advice Fee: % (applied to each contribution received exclusive of VAT).
There is no maximum, however, the Administrator has the right to reject the amount you agree with your adviser.If you and your adviser have agreed to this fee and you direct us to deduct it from your Cash Account under the One-off Advice Fee Form, the One-off advice fee will be deducted from your Cash Account at the time the request is processed by the Administrator.