Adviser Group Fee definition

Adviser Group Fee means the fee specified by the Applicant in the Application Form as the amount it agrees to be collected by the Issuer in relation to the Applicant's Application and paid, if permitted by law, on behalf of the Applicant to its Approved Adviser Group (as specified in the Application Form) and for the Approved Adviser Group to hold that amount on trust and pay to the Applicant's Financial Adviser (as specified in the Application Form) all or part of that amount, (if any), as disclosed to the Applicant in the statement of advice or the financial services guide provided by the Approved Adviser Group, its representatives or the Financial Adviser to the Applicant in connection with the financial services they provide to the Applicant in respect of UBS Goals or as otherwise disclosed to the Applicant by its Approved Adviser Group or the Applicant's Financial Adviser. The Adviser Group Fee must not exceed the specified maximum Adviser Group Fee, expressed as a percentage of the Total Payment Amount, set out in the corresponding Term Sheet for a Series;
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Examples of Adviser Group Fee in a sentence

  • The Total Amount Payable/Receivable excludes any Adviser Group Fee, however includes Borrow Fees (if any) in relation to wholesale clients.

  • The amount actually invested in the Units (your Total Investment Amount) will be this Total Payment Amount less the Adviser Group Fee.

  • This amount is entered in your Application Form as a fixed dollar amount Adviser Group Fee and UBS will debit your nominated account for this amount and pay the amount of $7,500 to your Approved Adviser Group on your behalf.

  • Refer to "Investor Declaration 2 – Advisers" and "Adviser Details and Agreement to Pay Borrow Fee or Adviser Group Fee".

  • Since the Adviser Group Fee is payable out of your own funds (including by deduction from a Shareholder Cashback or by reducing a Rollover Surplus or increasing a Rollover Payment) it will increase the cost of making your investment even though it is not included in the Purchase Price of the UBS Share Builder.

  • ADVISER RCTI AGREEMENT (for Adviser use only)‌ Refer to "Investor Declaration 2 – Advisers" and "Adviser Details and Agreement to Pay Borrow Fee or Adviser Group Fee".

  • Where authorised by you, the Approved Adviser Group may pay to your Adviser all or such part of the Adviser Group Fee, and if so, it will hold that amount on trust until it is paid.

  • Where specifically authorised by you in your Application Form, the Approved Adviser Group may pay to your Adviser all or such part of the Adviser Group Fee, and if so, it will hold that amount on trust until it is paid.

  • The maximum Adviser Group Fee percentage is specified in this Term Sheet.

  • If you are a Retail Investor:• The Adviser Group Fee will be collected from you at the same time as the Purchase Price when you make a Cash Application.• If you make a Shareholder Application or Rollover Application then UBS will collect the Adviser Group Fee from you separately and will not deduct that amount from your Shareholder Cashback or include that amount in the calculation of your Rollover Surplus or Rollover Payment.

Related to Adviser Group Fee

  • Arranger Fee means a fee charged by the Arranger in relation to each Series of ETP Securities, as modified by the Arranger from time to time, as set out in the Base Prospectus of the Issuer.

  • Investment Management Fee means each of the Senior Investment Management Fee, the Subordinated Investment Management Fee and the Incentive Investment Management Fee.

  • Professional Fee Amount means the aggregate amount of Professional Fee Claims and other unpaid fees and expenses that Professionals estimate they have incurred or will incur in rendering services to the Debtors prior to and as of the Confirmation Date, which estimates Professionals shall deliver to the Debtors as set forth in Article II.B of the Plan.

  • Purchaser Group means, at any time, the group of companies comprised of the Purchasers, the Guarantor and the Guarantor’s subsidiaries at that time.

  • Asset Management Fee shall have the meaning set forth in Section 8.03.

  • Independent Manager Fee is defined in Section 4.01(a) of the LLC Agreement.

  • Arranger Fee Letter means that certain Arranger Fee Letter related to this Agreement, entered into by the Company and dated November 23, 2015.

  • Professional Fee Escrow Amount means the aggregate amount of Professional Fee Claims and other unpaid fees and expenses Professionals estimate they have incurred or will incur in rendering services to the Debtors prior to and as of the Confirmation Date, which estimates Professionals shall deliver to the Debtors as set forth in Article II.C hereof.

  • User Group means (a) you; (b) any entity or individual that Stripe reasonably determines is associated with you; and (c) each of your and their Affiliates; that has entered into an agreement with Stripe (or an Affiliate of Stripe) under which Stripe or its Affiliate provides services.

  • referral fee means any form of compensation, direct or indirect, paid for the referral of a client to or from a registrant.

  • Annual Fee has the meaning stated in Section 4.02(a).

  • Distribution Fee means a percentage of MRP of each of the Subscribed Channels payable by SDSPL to the Licensee towards fee for distribution of each of the Subscribed Channels as more specifically specified in Annexure B and Annexure B-1 of this Agreement.

  • Break-Up Fee has the meaning set forth in Section 9.2(b).

  • Base Management Fee means the base management fee, calculated and payable quarterly in arrears, in an amount equal to one-fourth of 1.50% of the Company’s Equity.

  • Breakup Fee has the meaning set forth in Section 7.4.

  • Deep poverty pocket means a population census tract having a

  • Professional Fee Reserve Amount means the total amount of Professional Fee Claims estimated in accordance with Article II.A.2(c) of the Plan.

  • Processing Fee means in relation to a Transaction Summary delivered:

  • Administrative Fee is defined in Section 4.1(a).

  • Facing Fee shall have the meaning provided in Section 3.01(c).

  • Annual Fees means the annual fees charged by the Trustee for services provided as the trustee and paying agent under the Indenture.

  • Break Fee means an amount to compensate a Proponent for some of the costs the Proponent had incurred in developing and submitting a Proposal in the event that the RFP Process is cancelled, as determined by the Sponsors in accordance with RFP Section 10.3.3;

  • Funding Fee has the meaning set forth in Section 2.04(b).

  • Fronting Fee shall have the meaning provided in Section 4.1(c).

  • Transaction Fees means fees paid or payable by the Service Recipients, which are on market terms, with respect to financial advisory services ordinarily carried out by investment banks in the context of mergers and acquisitions transactions.

  • Advisory Fees means financial advisory fees, closing fees, transaction fees, monitoring fees, oversight fees and similar fees, expenses and indemnities payable by the Loan Parties pursuant to the Advisory Agreement, but in the case of any such fees not to exceed the amounts payable in respect thereof under the Advisory Agreement as in effect on the Closing Date.