Aggregated Costs and Charges Sample Clauses

Aggregated Costs and Charges. Before we provide you with our advice, we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information. Initial Service Transactional Service Other – specify details of work If Variant to standard fee, please provide details Note to adviser: In all circumstances, if varied from the standard agreement please detail. Advice relating to protection planning Pay by commission Y / N £ Total agreed fee to be paid directly by you (if applicable) £ Premier Premier Plus • I/We acknowledge that the client agreement will come into effect once it has been signed by all parties and will remain in force until terminated. • I/We understand the services that First Service Financial Ltd offer. • This agreement is governed by and shall be interpreted in accordance with English law and both parties shall submit to the exclusive jurisdiction of the English Courts. Client 1 Client 2 Client name(s): Client signature(s): Date: Adviser signature: Date: • We are authorised and regulated by the Financial Conduct Authority (FCA), ▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇▇▇▇, ▇▇▇ ▇▇▇. ▇▇▇.▇▇▇.▇▇▇.▇▇. Our firm reference number is 479175. Our permitted business is advising on and arranging pensions, savings and investment products, non-investment insurance contracts and mortgages. • You can check our details on the Financial Services Register by visiting the FCA’s website ▇▇▇.▇▇▇.▇▇▇.▇▇/▇▇▇▇▇/▇▇▇▇▇▇▇▇▇-▇▇▇▇▇▇▇▇-▇▇▇▇▇▇▇▇ or by contacting the FCA on 0800 111 6768. • Unless we tell you otherwise, we’ll treat you as a retail client for investment business. This means that you are given the highest level of protection available under the UK’s regulatory system. • What if things go wrong? If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns. ­ Telephone: ▇▇▇▇▇ ▇▇▇▇▇▇ ­ Email: ▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇ ­ Website: ▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇ ­ In writing: ▇▇▇▇▇▇▇ ▇▇▇▇▇, Director, First Service Financial Limited, ▇▇▇ ▇▇▇▇▇ ▇▇▇▇, Loughborough, Leicestershire, LE11 3AG • We have a complaints procedure and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services business and their clients. F...
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Aggregated Costs and Charges. Before we provide you with our advice we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information. KMG Independent Limited has issued this privacy notice to you to explain how we use any personal information we collect about you. We collect information about you when you engage us for any kind of financial planning advice. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services. We may also collect information when you voluntarily complete client surveys or provide feedback to us. Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We may use your information collected from the website to personalise your repeat visits to the site. We may need to gather personal information about your close family members, dependants etc in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We’ll provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them. The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations. Where special category data is required we will obtain your explicit consent in order to collect and process this information. We collect information about you in order to provide you with the services for which you engage us. We will not share your information for marketing purposes with companies outside our group of companies (KMG Investment Management Limited is within our group of companies). To deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we ...
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Aggregated Costs and Charges. If you enter into a transaction where third parties are involved, they will charge for their services. Typically, there will be 3 or 4 parties involved. By way of example, if we placed a £250,000 investment for you the annual charges might look like this: Third Party Percentage Value Platform 0.3% £750.00 Product May vary Fund 0.75% £1,875.00 TOTAL 1.05% £2,625.00 To this you will need to add our ongoing charges, which are set out earlier. We haven’t added them here, because of the flexibility you have in how you pay us. At this point, this is just an example. We have no idea of the actual costs. We will confirm the actual aggregated costs and charges based on our recommendations in our Engagement Letter or Suitability Report, just as soon as we know the figures, but before you sign any commitment documents. We will act honestly, fairly and professionally known as conducting business in accordance with ‘Clients best interest’ regulations. Occasionally situations may arise where we or one of our other clients have some form of interest in business transacted for you. If this happens or we become aware that our interests or those of one of our other clients conflict with your interest, we will write to you and obtain your consent before we carry out your instructions, and detail the steps we will take to ensure fair treatment. In accordance with the rules of our regulator, The Financial Conduct Authority, we are prohibited from accepting any payment (commission or other non-monetary benefits) which is likely to conflict with the duty of the firm to its clients. We will inform you of your statutory right to cancel. The Distance Marketing Directive normally grants you 30 days in which you may cancel a life or pension contract. However, there will be occasions where no statutory rights are granted, however this will be explained before any contract is concluded. Additionally,
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Aggregated Costs and Charges. Before we provide you with our advice we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information.
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Aggregated Costs and Charges. Before we provide you with our advice, we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information. Initial Service Transactional Service Other – specify details of work If Variant to standard fee, please provide details Note to adviser: In all circumstances, if varied from the standard agreement please detail. Advice relating to protection planning Pay by commission Y / N £ Total agreed fee to be paid directly by you (if applicable) £ Ongoing services Tick to confirm Details of agreed fee * Any payments subject to VAT will be shown below Premier Premier Plus • I/We acknowledge that the client agreement will come into effect once it has been signed by all parties and will remain in force until terminated. • I/We understand the services that First Service Financial Ltd offer. • This agreement is governed by and shall be interpreted in accordance with English law and both parties shall submit to the exclusive jurisdiction of the English Courts. Client 1 Client 2 Client name(s): Client signature(s): Date: Adviser signature: Date: • We are authorised and regulated by the Financial Conduct Authority (FCA), ▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇▇▇▇, ▇▇▇ ▇▇▇. ▇▇▇.▇▇▇.▇▇▇.▇▇. Our firm reference number is 479175. Our permitted business is advising on and arranging pensions, savings and investment products, non- investment insurance contracts and mortgages. • You can check our details on the Financial Services Register by visiting the FCA’s website ▇▇▇.▇▇▇.▇▇▇.▇▇/▇▇▇▇▇/▇▇▇▇▇▇▇-▇▇▇▇▇▇▇▇▇/▇▇▇▇▇▇▇▇ or by contacting the FCA on 0800 111 6768. • Unless we tell you otherwise, we’ll treat you as a retail client for investment business. This means that you are given the highest level of protection available under the UK’s regulatory system. What if things go wrong? • If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns. • Telephone: ▇▇▇▇▇ ▇▇▇▇▇▇ • Email: ▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇ • In writing: ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇, Director, First Service Financial Limited, ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇, ▇▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇▇▇▇, ▇▇▇▇ ▇▇▇ • We have a complaints procedure and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The...
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Aggregated Costs and Charges. Before we provide you with our advice, we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information. Initial Service Transactional Service Other − specify details of work If Variant to standard fee, please provide details Note to adviser: In all circumstances, if varied from the standard agreement please detail. Advice relating to protection planning Pay by commission Y / N £ Total agreed fee to be paid directly by you (if applicable) £ Premier Premier Plus • I/We acknowledge that the client agreement will come into effect once it has been signed by all parties and will remain in force until terminated. • I/We understand the services that First Service Financial Ltd offer. • This agreement is governed by and shall be interpreted in accordance with English law and both parties shall submit to the exclusive jurisdiction of the English Courts.
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Aggregated Costs and Charges. Before we provide you with our advice, we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information. Initial Service Transactional Service Other – specify details of work If Variant to standard fee, please provide details Advice relating to protection planning Pay by commission Y / N £ Total agreed fee to be paid directly by you (if applicable) £ Ongoing services Tick to confirm Details of agreed fee * Any payments subject to VAT will be shown below Premier Premier Plus
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Related to Aggregated Costs and Charges

  • Costs and Charges 7.27.3.1 All costs and charges incurred by the Department, together with the cost of completing the work under contract, will be deducted from any monies due or which would or might have become due to the Contractor had it been allowed to complete the work under the contract. If such expense exceeds the sum which would have been payable under the contract, then the Contractor and the surety shall be liable and shall pay the Department the amount of the excess. 7.27.3.2 In case of termination, the Chairman shall limit any payment to the Contractor to the part of the contract satisfactorily completed at the time of termination. Payment will not be made until the work has satisfactorily been completed and the tax clearance required by Section 8.8, FINAL PAYMENT is submitted by the Contractor. Termination shall not relieve the Contractor or Surety from liability for liquidated damages.

  • Rates and Charges 6.3.1 Wholesale discounts for resold Telecommunications Services offerings are provided in Exhibit A. The Telecommunications Services offerings available for resale but excluded from the wholesale pricing arrangement in the Agreement are available at the retail Tariff, price list, catalog, or other retail Telecommunications Services offering rates. Telecommunications Services available for resale with or without a wholesale discount are subject to Commission-approved change, and any such changes shall apply from the effective date of such change on a going-forward basis only. 6.3.2 The Customer Transfer Charges (CTC) as specified in Exhibit A apply when transferring services to CLEC. 6.3.3 A Subscriber Line Charge (SLC), or any subsequent federally mandated charge to End User Customers, will continue to be paid by CLEC without discount for each local exchange line resold under this Agreement. All federal and state rules and regulations associated with SLC as found in the applicable Qwest Tariffs, catalogs, price lists, or other retail Telecommunications Services offerings also apply. 6.3.4 CLEC will pay to Qwest the Primary Interexchange Carrier (PIC) change charge without discount for CLEC End User Customer changes of Interexchange or IntraLATA Carriers. Any change in CLEC's End User Customer's Interexchange or IntraLATA Carrier must be requested by CLEC on behalf of its End User Customer, and Qwest will not accept changes to CLEC's End User Customer's Interexchange or IntraLATA Carrier(s) from anyone other than CLEC. 6.3.5 CLEC agrees to pay Qwest when its End User Customer activates any services or features that are billed on a per use or per activation basis (e.g., continuous redial, last call return, call back calling, call trace) subject to the applicable discount in Exhibit A as such may be amended pursuant to this Section. With respect to all such charges, Qwest shall provide CLEC with sufficient information to enable CLEC to ▇▇▇▇ its End User Customers. 6.3.6 Miscellaneous Charges applicable to services ordered for resale by CLEC will apply if such Miscellaneous Charges apply for equivalent services ordered by Qwest retail End User Customers, except that CLEC will receive any applicable wholesale discount. Such Miscellaneous Charges include charges listed in the applicable Qwest Tariffs, catalogs, price lists, or other retail Telecommunications Services offerings. 6.3.7 If the Commission orders additional services to be available for resale, Qwest will revise Exhibit A to incorporate the services added by such order into this Agreement, effective on the date ordered by the Commission. If the Commission indicates those additional services must be available for resale at wholesale discount rates, those additional services will be added to this Agreement at the original Agreement wholesale discount rate. 6.3.8 Qwest shall timely ▇▇▇▇ new or changed Commission-ordered resale rates or charges using the effective date for such rates or charges as ordered by the Commission. If Qwest bills CLEC amounts different from new or changed rates or charges after the effective date of such rates or charges, Qwest shall make appropriate ▇▇▇▇ adjustments or provide appropriate ▇▇▇▇ credits on ▇▇▇▇'▇ ▇▇▇▇(s). 6.3.9 If rates for services resold by CLEC under this Agreement change, based on changes in Qwest's Tariffs, catalogs, price lists or other retail Telecommunications Services offerings, charges billed to CLEC for such services will be based upon the new Tariff, catalogs, price lists, or other retail Telecommunications Services offerings rates less the applicable wholesale discount, if any, as agreed to herein or as established by Commission order. The new rate will be effective upon the effective date of the Tariff, catalog, price list, or other retail Telecommunications Services offerings. 6.3.10 Product-specific nonrecurring charges as set forth in Qwest's applicable Tariffs, catalogs, price lists, or other retail Telecommunications Services offerings will apply when new or additional resold services are ordered and installed at CLEC's request for use by CLEC's End User Customers. Such nonrecurring charges will be subject to the wholesale discount, if any, that applies to the underlying service being added or changed.

  • Estimated Costs The proposed GMP Change Order shall include separately identified dollar amounts, stated as fixed sums, for Actual Costs as estimated by the Design-Builder for the complete construction of the Project, which amount shall include the all Trade Contract and Subcontract Sums, costs of materials, and any Component Change Order Sums;

  • Taxes and Charges Contractor shall be responsible for payment of all taxes, fees, contributions or charges applicable to the conduct of the Contractor’s business.