INITIAL CHARGES Clause Samples
The Initial Charges clause defines the upfront fees or payments that a party is required to pay at the start of an agreement. Typically, this clause outlines the specific amount, due date, and method of payment for these initial costs, which may include setup fees, deposits, or the first installment of a recurring charge. By clearly specifying these initial financial obligations, the clause ensures both parties understand the immediate costs involved and helps prevent disputes over payment expectations at the outset of the contract.
INITIAL CHARGES. Our charges relating to new work e.g. client take-on, new investments and one-off reviews are as follows: • 3% on the first £100,000 of your investment (subject to a minimum fee of £1,500) and then 1.5% on any amount over £100,000 (subject to a maximum fee of £7,500) Below are examples of how our charges could apply; • If you invested £50,000, our fee would be 3% of £50,000 = £1,500 • If you invested £200,000, the first £100,000 would incur a fee of 3% and the remaining £100,000 would incur a fee of 1.5% i.e. o 3% of £100,000 = £3,000 o 1.5% of £100,000 = £1,500 £3,000 + £1,500 = Total fee £4,500 Alternatively, you could choose to have the work involved time recorded. We would then estimate the number of hours it will take to complete the work. We then apply standard hourly rates, these being: • £250 per hour for Financial Planners. • and £80 per hour for Administrators. We’ll always present you with a personalised quote before undertaking any work that might be charged for. Our charges are based on the following hourly rates: Administrator 3 hours at £80 per hour £240 Average cost for a new £50,000 investment = £1,740 Financial Planner 6 hours at £250 per hour £1,500 Administrator 6 hours at £80 per hour £480 Average cost for a new £100,000 investment = £3,480 Financial Planner 12 hours at £250 per hour £3,000 Our charges are payable on completion of our work and must be settled within 28 business days.
INITIAL CHARGES. The allowed costs of PDS FINANCIAL for actual and direct costs of production and for installation and setup will herein be termed the initial charges. The initial charges represent the marginal costs of production, installation, and warranty for parts (for one year). They do not include administrative, sales, marketing, non-specific distribution costs, or servicing costs. Freight is not an initial charge and shall be paid by PDS FINANCIAL. 28.
INITIAL CHARGES. [NRS 118A.200/.210] Tenant MUST at least make the following initial deposits, rents, utilities, and services payments before receiving from Landlord any keys, remotes, cards, etc.: DESCRIPTIONS OF INITIAL CHARGES TOTAL AMOUNTS DUE BY TENANT AMOUNTS RECEIVED FROM TENANT BALANCE AMOUNTS OWED BY TENANT RENT xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx From: To: UTILITIES, SERVICES xxxxxxxxxxxxxxxxxxxxxxxxxxx Prorated Utility, Services………………………....DEPOSITS xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxSecurity Deposit ………………………………………Keys, Cards, Remotes Deposit ……………..….Pet Deposit …………………………………………..…Cleaning Deposit [ Nonrefundable ] .....Last Month’s Rent Deposit ……………………… xxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxx $ $ $ $ $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ $ $ $ $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx $ $ $ $ $ TOTALS (Amt Due – Amt Rec = Bal Due) $ $ $ [ All Agreement calculations are based upon a standard thirty (30) day month, regardless of 28 or 31 days. ] Mailbox# , Parking Space# , Storage Unit# , Gate Code .
INITIAL CHARGES. Sounding Board A standalone financial review with a view to you becoming an ongoing client, or not. We will always present you with a personalised quote before undertaking any work that might be charged for. Our charges are based on the following hourly rates: • Administrator: £25 per hour: Responsible for sending out paperwork and requests for information. • Research planner: £75 per hour: Usually responsible for entering your details on our system and conducting initial research based on your criteria • Adviser: £175 per hour: Responsible for conducting all fact finding and constructing your financial solution. Implementation Suitable if you would like advice now and in the future Often combined with our Sounding Board Service Percentage based – minus any fee paid above We use a tiered charging structure based on the percentage of any funds invested / transferred. These charges are applied as follows: • 3% on the first £100,000 of your investment (subject to a minimum fee of £1,000), and then 1.5% on any amount over £100,000 Below are examples of how our charges could apply; • Investing £50,000, fee would be 3% of £50,000 = £1,500 • Investing £200,000, then o 3% of £100,000 = £3,000 o 1.5% of £100,000 = £1,500 £3,000 + £1,500 = Total fee £4,500 Any products we have arranged for you will only be kept under review as part of an agreed ongoing service for which you agree to pay. Any ongoing service will be agreed with you and confirmed in our service agreement. We offer two levels of ongoing service.
INITIAL CHARGES. Type £ ISA Offshore Bond Personal Pension/SIPP
INITIAL CHARGES. Prior to delivery of any leased property, one -time initial charges are due as follows: · Security deposit to a discussed amount (refundable) · Delivery/installation charges (as discussed) · On e month monthly payment in advance The security deposit, less an amount equal to any loss or any damage from other than ordinary use, shall be refunded to the customer within one month after return of the leased property and fulfilment of all terms and conditions of the lease agreement. Early termination of a lease agreement with fixed length will result in forfeiture of the security deposit. The amounts of the Security Deposit, Delivery and Installation Charges, and Monthly Payment are set forth in the lease agreement.
INITIAL CHARGES. [NRS 118A.200/.210] Tenant MUST at least make the following initial deposits, rents, utilities, and sewer/trash payments before receiving from Landlord any keys, remotes, cards, etc.: TOTALS (Amt Due – Amt Rec = Bal Due) $ $ $
INITIAL CHARGES. Unless otherwise instructed in writing by Owner, upon the execution of this Lease, Resident shall pay, in the amount identified on page 1 of this Lease, the Community Fee, and prorated rent covering the period through the first date that the Monthly Rent is to be paid.
INITIAL CHARGES. Before the construction dumpster is placed at the desired location, the Initial Set Fee of $125.00, and a deposit of $ must be paid. Your deposit will be applied towards your final invoice.
INITIAL CHARGES. Our initial charges vary as a percentage of any funds advised on, invested, transferred or transacted. The charges are dependent on a number of variable factors such as individual circumstances, needs and objectives, complexity of advice and time involved. Amount Initial Charge (Stepped) up to £500,000 2.00% £500,000 to £1 million 1.00% £1 million to £1.5 million 0.50% over £1.5 million Negotiable Here are some examples of how our initial charges could apply. • If you invested £100,000 our fee would be as above and would equate to £2,000.00. • If you invested £600,000 our fee would be as above and would equate to £11,000.00. • If you invested £1.2 million our fee would be as above and would equate to £16,000.00. We provide an advice service proposition for ad hoc advice where no ongoing advice is required by either the client or by the nature of the advice given, (for example a Lifetime Annuity). This is detailed below. • Relating to a single financial issue that does not require any, or for which you the client has elected for no ongoing service. We appreciate that sometimes you may just be looking for a specific piece of one off advice limited to a particular area on an ad hoc basis. For example, you may just want us to review you current pension plans in order to provide a snapshot of your current retirement provision, obtain a second opinion on advice provided by a third party or you may be nearing or at retirement and want help considering your retirement options. Our advice is subject to the initial charges as detailed above.