Portfolio Adviser - Terms and Conditions
This page sets out the terms under which IFA Systems Ltd
will set up and run Portfolio
Adviser system, linking data from either 1st Software's
Adviser Office, Prestwood's system, or from Plum Software.
Setting up
On receipt of your order we will set up a version of our Portfolio
Adviser system for use by you in connection
with the relevant database. We will customise
the layout and colour as you
request, contacting you by phone, and set up the basic module.
We will contact you by telephone to go over the upload procedure.
Portfolio Adviser also includes the basic level
of our Client
Login system, through which clients will be able to access
a secure area within your website and thus their portfolio details.
This
includes a registration form, and access to a range of enquiry
forms for the client to use related to their portfolio. Advisers
who already have a website with IFA Systems will
have the Client Login module included as standard within their
website: for those with other websites we can either supply pages
for use
within
an
i-frame within your existing site, or we can create a special frameset,
coloured to match your main site, for an additional charge.
Once the setup has been complete we will give you a test web address
to try the system out with your own data. The system is operated
on-line through our unique Website
Manager, where you will have
a secure login to access your own area and clients' details. We
will provide telephone support over any questions, and send you
e-instructions on using the system.
If you do not already subscribe to Finex's overnight price feed as part of your back office subscription then we will set up a subscription with Finex for you @ £50 + VAT pm for weekly updates. Ask us for details if you prefer the service on a daily basis.
Website Link
Once you have approved the files, the Client Login module and Portfolio
Adviser can be linked to your existing website. If you
do not have a website, or want to upgrade, we can easily supply a website
from
our templated range.
Hosting
IFA Systems will host all the files supplied through this system
on our secure server: your site will link to these files.
Ongoing development
We operate a policy of continual improvement and development. If
any upgrades involve major new features for which there is a
cost we will inform you beforehand, otherwise upgrades will be
applied at no further charge. IFA Systems will take all reasonable
steps to keep abreast of developments in the relevant database,
although major upgrades or revisions may result in an amendment
charge – we
will tell you if this is likely to happen.
Compliance
We are used to working closely with the majority of Networks to
obtain compliance approval to our sites, and will continue this
with any new products we bring out. However we do not obtain
pre-approval from any Network, and cannot be responsible for
changes requested by any Network which may render the program
unusable.
Accuracy and reliability of data
Portfolio Adviser is designed to take data exported
from the relevant database and upload it to our web
server. The data is not changed
in the process, but simply reflects the content of your local
records, however accurate or up-to-date. IFA Systems Ltd cannot
be held responsible for the accuracy of the data thus displayed.
The testing of the format , layout and accuracy is the responsibility
of the IFA, who will sign off the setup before it goes live.
If howver you also choose to subscribe to our Portfolio Updater package then valuations can be obtained direct from the product providers and will show in the portfolio summary.
Backing up and security
As the data we host is simply a copy of that held by you, no backups
are taken. The data sits on our secure web sever, which has 128-bit
encryption, using a secure certificate provided by Thawte Consulting.
Payment
On receipt of your order we will send you a Direct Debit Mandate for ongoing payments, and an invoice you for the setup cost, for settlement by cheque. All prices
are as stated, and will be confirmed on receipt of order. Monthly payments will
become due on completion of our work, and continue for a minimum of 6 months.
Your subscription may then be ceased by providing one month's notice
in writing (by post or e-mail) to IFA Systems Ltd. All stored
data will then be deleted from our systems.
IPR
The Intellectual Property Rights on Portfolio Adviser reside solely
with IFA Systems Ltd.
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