Main Menu

Definitions
You can always search for entries (regexp permitted).

Begins with Contains Exactly matches

All | A | B | C | D | E | F | H | I | J | M | N | O | P | R | S | T | U


independent adviser

Independent Adviser (Conseiller indépendant) - an adviser that provides financial planning services and operates on an hourly basis only, without selling additional financial services (such as portfolio management) and without revenue sharing with brokers. See the AMF definition of a financial planner (AMF Definitions of Intermediaries (doc.530); a financial planner may, depending on how he operates, constitute an independent advisor as we define the term. See also the section Alternative ways of investing- Independent Adviser.

 


All | A | B | C | D | E | F | H | I | J | M | N | O | P | R | S | T | U


Glossary V2.0


No account yet? Register