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1 консультация приглашённого специалиста
Business: independent professional adviceУниверсальный русско-английский словарь > консультация приглашённого специалиста
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2 рекомендации независимых экспертов
Business: independent professional adviceУниверсальный русско-английский словарь > рекомендации независимых экспертов
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3 независимый финансовый консультант
независимый финансовый консультант
Консультантом Закон о финансовых услугах 1986 г. называет лицо, которое не связано с производством в какой-либо компании или организации. Такое лицо получает лицензию для своей деятельности от одной из саморегулирующих организаций (Self-Regulating Organisations) или от признанных профессиональных организаций (Re-cogniwd Professional Bodies). He соблюдая обязательств ни перед кем, но только перед своим клиентом, независимый финансовый консультант должен давать наилучшие советы (best advice) на всем рынке. Существует восемь категорий таких консультантов, сгруппированных по четырем основным областям деятельности: консультирование по вопросам инвестирования; организация и проведение сделок в области страхования жизни, пенсий, паевых трастов; организация и проведение сделок в области других инвестиций; управление инвестициями. Все имеющие лицензию независимые финансовые консультанты делают взносы в компенсационный фонд, призванный защищать их клиентов.
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Русско-английский словарь нормативно-технической терминологии > независимый финансовый консультант
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