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Financial Adviser Charging Instruction Form For ad-hoc fee payments only. HIM/A/advocates DR This form should only be completed if the Policyholder(s) would like Friends Provident International (FBI)

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What is financial adviser charging instruction?

Financial adviser charging instruction is a document that outlines the fees and charges levied by a financial adviser for providing their services.

Who is required to file financial adviser charging instruction?

Financial advisers who charge fees for their services are required to file a financial adviser charging instruction.

How to fill out financial adviser charging instruction?

To fill out a financial adviser charging instruction, you need to provide details of the services offered, the fees charged, and any other relevant information as required by regulatory authorities.

What is the purpose of financial adviser charging instruction?

The purpose of a financial adviser charging instruction is to inform clients about the fees and charges associated with the services provided by the financial adviser.

What information must be reported on financial adviser charging instruction?

A financial adviser charging instruction must include details of the services offered, the fees charged, any commission received, and other relevant information as required by regulatory authorities.

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