Client Advice definition
Examples of Client Advice in a sentence
I understand that by signing below I am engaging the services of my Truly Independent Ltd® adviser under the terms of this Client Advice Agreement.
The content of the Client Advice Agreement has been fully explained to me and I confirm my acceptance of the terms.
Unless we have brought clause 7.3 into effect you must immediately deliver the credit note to the Customer and include its details on your next Client Advice.
The inclusion of a Debt in an Offer or a Client Advice is a warranty to the Bank that: the particulars contained in the Offer or Client Advice are correct and complete and the Debt has not been previously Notified to the Bank.
Notified Value The amount of the Debt as shown in an Offer or Client Advice.
Upon receipt by the Carrier of each Client Advice the Carrier shall be entitled to elect, in its sole and absolute discretion, whether to issue a Quote to the Customer based on the information contained in the Client Advice.
Client Advice Agreement (Pensions, Investments, Protection & Mortgages) October 2023 v1 3/4 Client Consent and Initial Advice Fee Declaration Client consent This is our standard client agreement upon which we intend to rely.
Client Advice Agreement (Pensions, Investments & Protection) October 2023 v1 1/4 First 100k – 3% Second £100k – 2% Above £200k – 1% Fees are cumulative, for example a total investment of £160,000 would be charged: £3,000 for first £100k @ 3% £1,200 for next £60k @ 2% Total £4,200 Should the Client return for additional advice within 12 months, say 4 months later, the cumulative charge continues.
Client Advice Agreement (Equity) Version: August 2023 1/2 We prefer our clients to give us instructions in writing, to aid clarification and avoid future misunderstandings.
Immediately you make any Adjustments you will send us details of them on a Client Advice.