Appointed Adviser definition

Appointed Adviser means an entity appointed by you to provide either financial advice including advice regarding your pension benefits and/or investment advice in relation to your assets held within your SIPP.
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Appointed Adviser means any appointed professional adviser, auditor, attorney or company secretary responsible for providing advice, on a continuous basis, regarding the application of the ZAR X Listings Requirements;
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Examples of Appointed Adviser in a sentence

  • The amount you receive is the actual realisation value of the investment upon encashment less any applicable charges or fees which may include Appointed Adviser fees.

  • I understand that my Appointed Adviser will give me advice in line with my attitude to risk and will ensure that the underlying investments recommended meet my risk profile.

  • You should refer to your terms with your Appointed Adviser in respect of any advice received from them.

  • I confirm that I have received and agreed to the recommendations and advice provided to me by my Appointed Adviser.

  • In order to access benefits, you or your Appointed Adviser first must complete and submit to us our Retirement Options Form (ROF) together with any supporting documentation as detailed in the ROF.

  • You should take advice from your Appointed Adviser about making a request for benefits.

  • You understand it is the responsibility of your Appointed Adviser to disclose to you all fees and adviser remuneration earned by your Appointed Adviser in respect of your SIPP.

  • The ROF can be provided to you by your Appointed Adviser, by us (upon request) or downloaded directly from our Website.

  • You are responsible for ensuring that the Appointed Adviser is suitably regulated to provide the advice you receive.

  • The value of your SIPP can go down as well as up, depending on the investments chosen in connection with your Appointed Adviser.

Related to Appointed Adviser

  • appointed person means the person given the authority to assess, plan and organise the work; to select suitable or appropriate plant and equipment, to ensure statutory documentation is current and in order; to provide instruction and supervision for the work to be undertaken safely; and tostop the work whenever he considers danger is likely to arise if it were to be continued.

  • Independent Adviser means an independent financial institution of international repute or an independent financial adviser with appropriate expertise appointed by the Issuer under Condition 5(j)(i).

  • Appointed means the act of naming or designating someone to a position or office.

  • Appointed Representative has the meaning set forth in Section 10.1.

  • Independent Accountant has the meaning set forth in Section 2.04(c)(iii).

  • Independent Fiduciary means an independent fiduciary who will serve as a fiduciary to the Plan in accordance with Article 3 that has no relationship or interest in any of the Settling Parties and is mutually agreed to by the Settling Parties.

  • Expert Advisor means a mechanical online trading system designed to automate trading activities on an electronic trading platform such as the Company’s Trading Platform. It can be programmed to alert the Client of a trading opportunity and can also trade his Trading Account automatically managing all aspects of trading operations from sending orders directly to the Trading Platform to automatically adjusting stop loss, Trailing Stops and take profit levels.