Your Adviser definition

Your Adviser. ’ – means the FCA authorised financial planner responsible for assessing the suitability of the portfolio for you.
Your Adviser means your investment or financial adviser;
Your Adviser means an Authorised Representative of Bellmont.

Examples of Your Adviser in a sentence

  • Your Adviser is therefore able to provide unbiased unrestricted advice on retail investment products based on a comprehensive and fair analysis of the market.

  • Your Adviser will provide unbiased and impartial advice on retail investment products based on a comprehensive and fair analysis of the market.

  • Your Adviser will be able to help you decide which method is the most suitable for you.

  • Your Adviser under this MAA is an independently registered third-party investment adviser that is unaffiliated with ▇▇▇▇▇▇▇ ▇▇▇▇▇.

  • Your Adviser will contact you to explain any changes that may affect your Accounts on the Platform, as appropriate.

  • Your Adviser will be able to tell you how investments may be transferred to your Account and will provide you with the appropriate documents to authorise this.

  • Your Adviser maintains sole responsibility for determining the appropriateness of any Advisory Account Program, the use of Subadviser or Managers, and related investment strategy or discipline.

  • Your Adviser will therefore also enter into a contract directly with the Platform Provider which will govern their access to your account on the Platform so that they can carry out those Restricted Activities on your behalf.

  • Your Adviser will gather information about you and based on that information will recommend a specific investment mandate for your Tailored Portfolio, which they will agree with you before communicating this to us (the “Mandate”).

  • Your Adviser will seek instructions from you if this situation occurs.

Related to Your Adviser

  • Adviser means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • Sub-Adviser means an adviser to