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单词 Independent Financial Adviser
释义

Independent Financial Adviser

原声例句
《金融时报》 Podcast

OK, so the regulated term is either restricted or independent financial adviser.

好的,所以规定的期限是受限或独立财务顾问。

《金融时报》 Podcast

For that you need to find an independent financial adviser.

为此,您需要寻找独立的财务顾问。

《金融时报》 Podcast

For that, you'll need to find an independent financial adviser.

为此,您需要找到一名独立财务顾问。

《金融时报》 Podcast

For that you'll need to speak to an independent financial adviser or a good divorce lawyer.

为此,您需要咨询独立财务顾问或优秀的离婚律师。

《金融时报》 Podcast

With that, you'll need to find an independent financial adviser.

因此,您需要找到一位独立的财务顾问。

《金融时报》 Podcast

For that, you'll need to find an independent financial adviser or perhaps a mortgage broker.

为此,您需要寻找独立的财务顾问或抵押贷款经纪人。

《金融时报》 Podcast

For that, you'll need to find an independent financial adviser, but follow Jonathan and Robin's tips when you do.

为此,您需要找到一名独立财务顾问,但在您这样做时请遵循乔纳森和罗宾的建议。

《金融时报》 Podcast

For that, you'll need to find an independent financial adviser, and after listening to today's episode, I think you'll know a lot more about where best to find one.

为此,你需要找到一名独立财务顾问,在听完今天的节目后,我想你会更清楚在哪里最好找到一名财务顾问。

《金融时报》 Podcast

And, you know, it's just very important you are protected if you're with a independent financial adviser in a way that you aren't with somebody who is calling himself a coach or a planner and doesn't have regulation.

而且,你知道,如果你与一位独立的财务顾问在一起, 那么你受到保护是非常重要的, 而不是与那些自称是教练或规划师并且没有监管的人在一起。

中文百科

独立理财顾问

独立理财顾问(英语:Independent Financial Adviser,简称IFA)的工作是站在客户的位置,根据客户的实际情况,发现客户的金融需求和问题,提出专业、独立和客观的策划意见,可在全部市场帮助客户推荐、比较出最适合客户的计划和服务,解决客户金融和钱财相关的问题。独立理财顾问是由英国发展而来,是受金融监管的职业。这个专门的职业称谓也被其它国家和地区采用,比如香港。独立理财顾问是理财策划师(英语:Financial Planner)的一种。

独立理财顾问代表客户的利益,而不代表任何一家保险公司、银行或证券公司,对产品和服务提供商持中立的态度。

英语百科

Independent Financial Adviser 独立理财顾问

Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts of the world, such as Hong Kong.

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更新时间:2025/6/19 21:32:41