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 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;

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.

Examples of Adviser Charge in a sentence

• Vat) Advising on and arranging lump sum investments If you go ahead with our recommendations, we will typically charge a percentage fee based upon the amount invested as follows: 3% of the first £100,000 invested 2% of any additional money invested from £100,001 to £250,000 1% of any additional money invested above £250,000 For example; if the amount invested is £200,000, we would charge you 3% of the first £100,000 and 2% on the further £100,000 and so the Adviser Charge would be £5,000 (exc.

• Vat) Advising on and arranging regular premium investments A typical charge of 15% of the first year’s premiums, if you go ahead with our recommendations For example; if you invest £250 per month (£3,000 per annum) your Adviser Charge would be £450 (exc.

• Settling Your Initial Adviser Charge You can settle your adviser charge for the initial set-up and implementation in a single payment for lump sum investments, pensions, pension switches or retirement advice in the following ways: • Directly to us – we will send you an invoice for the work undertaken.

More Definitions of Adviser Charge

Adviser Charge means, where applicable, the fee charged by a professional adviser in relation to a Fund or the Policy 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 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 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 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).

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 payment You ask Us to make to Your Financial Adviser for advice they give You (see Rule 7).