Jurisdiction(s):
United Kingdom
United Kingdom
Key definition
Independent Financial Adviser definition What does Independent Financial Adviser mean? An Independent Financial Adviser (IFA) is a regulated adviser who gives retail clients investment and, often, insurance advice drawn from across the market, rather than from a limited panel. In legal practice the term signals an adviser not restricted to particular providers and whose recommendations are intended to be unbiased and unrestricted. In England & Wales, Scotland and Northern Ireland, “independent advice” is defined in the FCA Conduct of Business Sourcebook. A firm may hold itself out as independent only if it assesses a sufficiently diverse range of retail investment products across the market, meets disclosure rules on independent/restricted status, and...
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Optionholder Form of Instruction for UK Takeover Offer: Cashless Exercise of Employee Share Options and Acceptance of Recommended Cash Offer, with HMRC Deductions, Deed Execution and Power of Attorney
Published by a
LexisNexis Share Incentives expert
Precedents
This form is important and requires your immediate attention
If you are uncertain about the Offer, the contents of the Offer Document or Letter, or what steps you ought to take, you should at once, without delay, obtain independent financial advice from your stockbroker, bank manager, solicitor or accountant, or an alternative Independent Financial Adviser authorised under the Financial Services and Markets Act 2000 (as amended) if you are resident in the United Kingdom or, if you do not, from a suitably authorised independent financial adviser in the applicable jurisdiction. Circulation, release or distribution of this document and/or any accompanying documents outside the United Kingdom may be restricted or limited by the local laws in force and, accordingly, anyone who receives this document ought to apprise themselves of, and comply with, any such limitations. Non‑observance of these requirements could amount to a breach of the Securities laws of any such jurisdiction. This document is not an offer to sell or issue, nor an invitation to make an offer to purchase or subscribe for, Shares in any jurisdiction where such an offer or solicitation would be unlawful. This form of instruction (Form of Instruction) should be read together fully with the...
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Web page updated on 27/05/2026
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Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...
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