TERMIUM Plus®

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INDEPENDENT FINANCIAL ADVISER [2 records]

Filter results by subject field Alphabetical list of terms

Filter results by subject field

Alphabetical list of terms

Record 1 2015-04-23

English

Subject field(s)
  • Occupation Names (General)
  • Financial and Budgetary Management
  • Citizenship and Immigration
CONT

A financial adviser is a person that advises another on the most favourable strategy or method of investing his/her funds, bearing in mind age, finances, responsibilities, health, etc. A financial adviser can be independent, that is he/she will suggest the most favourable products from any source, or be tied to a financial institution, bank, insurance company, etc., and only recommend their products. That person must be licensed by the appropriate regulatory organisation. To give advice without the necessary authority is a criminal offence. [Klein, Gerald. Dictionary of Banking. Pitman Publishing, 1995].

CONT

Care should be taken not to confuse the function of financial administration with organizational responsibility. Many of the matters discussed in ... [the Guide on Financial Administration] concern the responsibilities of every manager for managing financial resources; others refer to services normally provided by financial advisors or their equivalents; and still others may often be provided by staff providing other functional services.

Key term(s)
  • financial adviser
  • financial counselor

French

Domaine(s)
  • Désignations des emplois (Généralités)
  • Gestion budgétaire et financière
  • Citoyenneté et immigration

Spanish

Campo(s) temático(s)
  • Nombramiento de cargos (Generalidades)
  • Gestión presupuestaria y financiera
  • Ciudadanía e inmigración
Save record 1

Record 2 1998-01-26

English

Subject field(s)
  • Investment
  • Occupation Names (General)
CONT

... in Sweden it [Schroder] plans to sell its funds through independent financial advisers (IFAS) whom regulators have allowed to sell mutual funds since last year.

Key term(s)
  • independent financial adviser

French

Domaine(s)
  • Investissements et placements
  • Désignations des emplois (Généralités)
CONT

[...] en Suède Schroder prévoit de commercialiser ses fonds par l'intermédiaire de conseillers financiers indépendants qui ont été autorisés par les autorités de surveillance bancaire à vendre des parts de FCP depuis l'année dernière.

Key term(s)
  • conseiller financier indépendant

Spanish

Save record 2

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