Common use of Professional Advisers Clause in Contracts

Professional Advisers. 8.1 You may nominate one or more custodians, nominees, solicitors, surveyors, or other professional advisers (we call any one of these a “Professional Adviser”) to act in respect of your SIPP Fund. Neither the Trustees nor we accept any liability for the choice/ selection of the range of Professional Advisers. 8.2 Where you have duly nominated any Professional Adviser, we will, on behalf of the Trustees, enter into any necessary agreements with the Professional Adviser to formally appoint them, if not already done so. The agreements will need to be on such terms as to remuneration, liability or otherwise as we think fit and will include terms limiting the Scheme’s liability to the Professional Adviser to the value of your SIPP Fund. 8.3 Where we are to pay any “non-Adviser Charging” Professional Adviser fees from the SIPP fund we will require the Member’s written consent. If the fees are to be paid regularly we will require confirmation in writing from the Member at least annually that the fees continue to be payable from the SIPP fund. Any new fee arrangements must be agreed in writing by the Member. 8.4 Where a Professional Adviser is acting as your Financial Adviser or Advisory Investment Manager in relation to your SIPP, Adviser ▇▇▇▇▇▇▇▇ will be facilitated by your chosen investment manager. ▇▇▇▇▇▇ ▇▇▇▇▇ does not facilitate advising charging on the SIPP Product. If your Adviser no longer provides a service to you, you are responsible for notifying us of this immediately. Where your SIPP is cancelled we will return funds net of any Adviser Charges that have been made on your instructions. Adviser Charging must be facilitated from the underlying investments within the SIPP. We will require this to be confirmed and agreed between you and your Financial Adviser or Advisory Investment Manager and detailed on your application form or written investment instructions from your nominated Adviser.

Professional Advisers. 8.1 9.1 You may nominate one or more custodians, nominees, solicitors, surveyors, or other professional advisers (we call any one of these a “Professional Adviser”) to act in respect of your SIPP Fund. Neither the Trustees nor we accept any liability for the choice/ selection of the range of Professional Advisers. 8.2 9.2 Where you have duly nominated any Professional Adviser, we will, on behalf of the Trustees, enter into any necessary agreements with the Professional Adviser to formally appoint them, if not already done so. The agreements will need to be on such terms as to remuneration, liability or otherwise as we think fit and will include terms limiting the Scheme’s liability to the Professional Adviser to the value of your SIPP Fund. 8.3 9.3 Where we are to pay any “non-Adviser Charging” Professional Adviser fees from the SIPP fund we will require the Member’s written consent. If the fees are to be paid regularly we will require confirmation in writing from the Member at least annually that the fees continue to be payable from the SIPP fund. Any new fee arrangements must be agreed in writing by the Member. 8.4 9.4 Where a Professional Adviser is acting as your Financial Adviser or Advisory Investment Manager in relation to your SIPP, Adviser ▇▇▇▇▇▇▇▇ will be facilitated by your chosen investment manager. ▇▇▇▇▇▇ ▇▇▇▇▇ does not facilitate advising adviser charging on the SIPP Product. If your Adviser no longer provides a service to you, you are responsible for notifying us of this immediately. Where your SIPP is cancelled we will return funds net of any Adviser Charges that have been made on your instructions. Adviser Charging must be facilitated from the underlying investments within the SIPP. We will require this to be confirmed and agreed between you and your Financial Adviser or Advisory Investment Manager and detailed on your application form or written investment instructions from your nominated Adviser.