Adviser Charge definition

Adviser Charge. : means the fee agreed with your financial adviser in remuneration for the personal recommendation received prior to submission of an Application Form.

Adviser Charge means a charge due to the Financial Adviser from a Client which the Operator agrees to facilitate for the Client from their SIPP.

Adviser Charge where applicable, means the fee charged by a professional adviser in relation to the Fund or the Policies or any other advice or service provided which has been arranged in advance with your professional adviser which we have agreed to pay from the Bond;

Examples of Adviser Charge in a sentence

• If you believe it is appropriate to seek a refund of the Adviser Charge, you should contact the financial adviser to discuss the possibility of a refund.

• We will act on the instructions of your Financial Adviser only if your Financial Adviser is asking us to reduce or stop paying any Adviser Charge.

• We will treat all instructions from you to pay Adviser Charges as including any VAT applicable at the rate prevailing at the time of the payment of the Adviser Charge and taking into account any changes to the rate of VAT howsoever occurring.

• If so instructed, we will deduct the amount of the Adviser Charge from your Individual Fund and pay it to your Financial Adviser.

• If after reasonable efforts on our part, we have been unable to make payments of any Adviser Charge to your Financial Adviser, we will stop deducting Adviser Charges and notify you of our action.

More Definitions of Adviser Charge

Adviser Charge means, where applicable, the fee charged by a professional adviser in relation to the Fund or the Policies or any other advice or service provided which has been arranged in advance with your professional adviser. Any deductions to meet an adviser charge will be administered as a partial surrender benefit.

Adviser Charge means any deduction We make from Your Bond on Your behalf and as instructed by You, to pay Your Financial Adviser for advice or related services that they provide to You.

Adviser Charge or “Adviser Charges” means any type of withdrawal You ask Us to make from Your Bond and pay the equivalent amount to Your Financial Adviser or Your Investment Adviser, as appropriate, except where We state these expressions relate to one or more specific types of such withdrawal. See Part 5, which covers all types of Adviser Charge You can pay by deductions from Your Bond. This specifically excludes any Set-up Adviser Charge as We facilitate this as a deduction from Your Payment before We put Your Bond into force.

Adviser Charge means the charge agreed between the Intermediary and their Client for providing initial advice and services.

Adviser Charge means a charge to be paid to your Financial Intermediary who has provided you advice and/or related services in connection with your Plan.

Adviser Charge means any fee, agreed by the Intermediary and a Client, for advice and related services provided by the Intermediary to the Client in respect of the Fee-based Business.

Adviser Charge means a charge payable on behalf of the Policyholder (and not the First Policyholder) to a professional adviser (or the professional adviser’s firm), in relation to the provision by that adviser (or that firm) of a personal recommendation in respect of the Policy (or any related service), and which is agreed between that adviser (or that firm) and the Policyholder (and not the First Policyholder).