Business, Legal & Accounting Glossary
A document, relevant to life assurance, personal pension and unit trust products, which is given to prospective clients at the initial interview, which indicates that the adviser is either independent or a tied agent (company representative) and how they differ. The guide subsequently states the identity of the issuer that is, which type of adviser he/she is and his/her obligations to the investor. Also the company whose products may be purchased will provide full product details and indications of charges/ commissions payable in writing. It is a mandatory requirement, whether advisers are independent or tied agents, that a Buyers Guide be given to a prospective client (prospect) prior to any product discussions.
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This glossary post was last updated: 26th April, 2020 | 0 Views.