advisory client in a sentence

1) As an investment adviser, you are a "fiduciary" to your advisory clients .

advisory collocations
2) For the advisory service clients are charged a flat rate of £250 annually and higher dealing costs.

3) The firm's first two advisory clients were Mohawk Airlines and Texas International Airlines in 1971.

advisory client example sentences

4) Q: Under what circumstances must an adviser still provide an audited balance sheet to its advisory clients ?

5) Also, research obtained by a money manager can serve multiple advisory clients , such as mutual funds and hedge funds.

6) Q: Can someone who is an advisory client of an adviser act as an independent representative for other clients of that adviser?

7) In addition, you must describe your code of ethics in your Form ADV, Part 2 , Item 11 and provide a copy to your advisory clients , if they request it.

8) As a registered adviser, you comply with this requirement by providing advisory clients and prospective clients with Part 2 of your Form ADV.

9) The advisory affiliate will disclose to advisory clients that the recommended mutual funds, investment advisers, or broker dealers may include audit clients.

10) Among Blackstone's most notable corporate and mergers and acquisitions, advisory clients include Microsoft, Procter & Gamble, Verizon, Comcast, Sony and AIG.

11) "We have been an audit, tax and advisory client of Chantrey Vellacott for over 15 years.

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