Transaction History - Terms and Conditions
This page sets out the terms under which IFA Systems Ltd
will set up and run our Transaction History module, and is to be read in conjunction with the Terms for Portfolio Updater.
Setting up
On receipt of your order we will set up a version of our Transaction History module for use by you through your website. 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.
If you do not currently subscribe to our Portfolio Adviser and Portfolio Updater systems then we will also set you up with this module to enable portfolio reporting. See more.
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.
Website Link
Once you have approved the files, the module can be linked to your existing website. If you
do not have a website, or want to upgrade your current site, we can supply a solution of your choice 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
Transaction history is designed to obtain data from the Product Providers' intranets, and is not manipulated or amened in any way by IFA Systems Ltd. We cannot
be held responsible for the accuracy of the data thus displayed.
Backing up and security
As the data we hold is simply a copy of that held by the Product Providers, 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 also set up a Direct Debit Mandate with you, and send you an an invoice for the setup cost, and subsequently for the ongoing costs, payment for all of which will be settled by DD. 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 Updater reside solely
with IFA Systems Ltd.
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