Financial Planner
This page sets out the terms under which IFA Systems Ltd will
create and run a web site for you under our Financial Planner website
service. It also clarifies what we need
from you in order to set up your site.
Please read thefollowing text carefully. If you wish to proceed with ordering
your Financial Planner website please
indicate your acceptance by pressing the "Accept" button
at the bottom of this page. This will then take you to an on-line
form
which you
can
complete and submit to us. We will then contact you by e-mail to
request any further details required to complete the setting up
of your site.
If you would prefer us to send you a hard copy of these Terms and Conditions please contact
us to request this and any other documents.
Terms and Conditions of Business for Financial Planner Websites
We will set up a website for your firm based on our templated website, which will include the following features:
Domain name registration and hosting of your site
If required we will register the domain name of your choice (eg advisername.co.uk) in your name, and host your site under our own account. This will give you a web address, or URL, based on your domain name, eg www.advisername.co.uk.
If you already have your own web hosting account we can upload
your main files to that account for a flat additional fee of £75
+ VAT. If you would like a full hosting account for both your website
and your e-mail we would be happy to advise on options available
- click here for information.
The basic package will, if required, provide a mailbox using your domain name, eg enquiries@advisername.co.uk, which we would forward to the mailbox of your choice for you to collect mail.
Please note that the newer styles of site require the hosting account for your domain to be php-enabled - we can supply more details as required. If your current hosting account does not offer php-enabling then we can offer a simple hosting solution which need not involve you in transferring your domain - ask us for details.
Standard site content
The basic Financial Planning website package
includes all the details as described in the Key Fetaures page.
Site setup and customisation
We charge a standard one-off fee to set up your site, coloured to suit your requirements as closely as we can using websafe colours. We will send you a screenshot for approval before wwe colour the final files.
We will insert your logo, in either a jpg or a gif format supplied by you by e-mail, into the available place in the website header. If any extra work is required to make this usable (eg re-sizing or re-creating) we will quote beforehand.
You can amend the
standard text within your site yourself, but we will amend any section names
etc for you if required. If you want to add additional pages within the existing
sections we will set these up for you at a cost of £30 per page. We
can rename sections and/or page names, but cannot add extra sections to style 1. We will
insert your logo, supplied by you in either a jpg or a gif format, into your
site.
If
your
files are
found to need some work to make them usable we will quote beforehand for
any work required. All forms and e-mail links from the site will be directed
to the mailbox specified by you.
We provide a choice of images for your website from our own image library, but can optimise and use your own images for a small additional cost, or can source and licence images solely for your use for a further fee.
If you like the basic content of our site but want something completely unique for your firm we can provide a customised reskin for a one-off charge. Talk to us about what you have in mind so we can prepare a quote.
Any customisation required for your site mustl be carried out by ourselves, as we do not allow third parties to access the files on our server. We can however incorporate files that your own designer might supply as part of your branding exercise for an small extra charge.
You can add further features from our Website
Add-ons section to enhance your site's capabilities - take a look and choose
what
you would like to add. Or you may wish to consider adding new features
after you have tried out your site for a while - the choice is
yours.
Compliance approval
We are used to working closely with the major Networks to obtain
approval of our sites, and endeavour to use the relevant Regulatory
Statements and warnings, although different Networks require differing
warnings. Your site will be set up under an address known only
to you and us, so you and your compliance officer can see it but
the general public cannot.
Once you have confirmed you are happy with the site as set up,
it needs to be passed by your compliance officer, whether in-house
or through your Network. If a copy of your site is required on
hard copy or CD we can supply this for a
flat fee of £40
+ VAT. Once approved we will make your site live under
your chosen web address. We recommend that for your own compliance
purpose
you also keep a copy of your site as published as a record, and
of each page as it is amended in the future.
We will contact you to ensure that your site is reviewed each year, liaising with your Network if applicable, as part of our monthly fee. If more frequent reviews are required then we reserve the right to charge a fee for any additional work involved - we will always give you a quote before doing any work.
Browser compatibility
Our Financial Planner Websites have been tested with all
current major browser software, to ensure they can be reliably
viewed by
as many
people
as possible. We cannot guarantee compatibility with any new browser
software, or retrospective compatibility with upgrades to existing
browsers.
Managing your site
We will give you telephone training on how to manage
your site on-line using our Website
Manager programme,
using a unique username and password, eg to
update the
Staff List, or to add a News item. We will also send you
Client Support e-newsletters on managing your site.
Updating your site
We leave it to you to keep your site up-to-date. If you want to change
the text on your own pages we advise you obtain approval from your
compliance officer before adding it to the live site.
Your site will automatically be updated, usually twice daily, with news stories from Direct News as they are supplied.
At any time we can change your regulator/ trading name/ logo for a small additional fee, which we will confirm once the details are known.
Search engines and metatags
We will add some basic metatags to your main pages including your firm's name, and submit your site on lauinch to the majopr free search engines as standard. For a more comprehensive service including search engine optimisation please contact us. We do not undertake e-marketing on your behalf.
Free listings
Once launched we will add your site to our Adviserweb free on-line directory.
Paid directory listings can be arranged at extra cost. See Tips
and Tricks on making the most of your website.
Backing up and security
We take regular downloads of all the sites we manage where the files are stored on our own server. We also take regular off-site backups of all website files, wherever hosted. We give you secure access to the Website Manager for your website, and each client is allocated their own unique username and password to access the Client Login module.
Costs
The current setup and monthly costs are all as displayed on the introductory page. We reserve the right to vary the monthly cost and/or content by giving you a minimum of 1 month's notice by e-mail to the latest mailbox we have for you. Please note that it is our policy to provide a comprehensive service at an affordable price, and we make every effort to keep changes to content or price to a minimum.
Payment
On receipt of your order we will contact you by phone to set up a Direct Debit Mandate. We will invoice you for the initial setup cost, but any additional setup work will be invoiced on completion of the site. Payment of the initial setup fee will be requested by Direct Debit by the launch date or within 2 months of the order date, whichever is the sooner. All standard prices are as stated on our website: we will confirm the cost of any additional work requested by you, whether involving one-off or monthly charges, before we begin that work.
Monthly payments will be taken by Direct Debit, to commence when your finished site is published, or within 2 months of the order date, whichever is the sooner.
We will give you 14 days' notice of each payment, requested by
Direct Debit from your Bank. If for some reason your monthly payment
should
fail, we will inform you in writing within 1 week, asking for a
new Direct Debit Mandate to be completed and payment of the missed amount by cheque.
If payment for your site is not received within 14 days of the
due date, your site will be discontinued (or work will be suspended on unfinished sites) until the new Direct Debit Mandate arrangements
are in place. We will then apply a reconnection fee of £50 + VAT.
If for any reason outside our control your site should be suspended or taken off-line eg while amendments are made, the monthly payments will continue as normal, as the pages will still be available for you to work on.
We will provide you with invoices for ongoing monthly payments
quarterly in advance, unless you request otherwise.
We will do our best to keep prices as stated, but reserve the right to pass on any unavoidable increases to you by giving 1 month's notice in writing.
Cancellation
Should you wish to cease your Financial Planner site subscription
we request that you give us 1 month's written notice in advance.
Your subscription will then continue until the end of that month,
and any outstanding monies will be requested by Direct Debit during that
time. Your site under your web address will
then be disabled, and any specific files, eg logos, which we have
created for you will be returned to you by e-mail.
IPR and copyright
The Intellectual Property Rights on any site based on a Financial Planner site resides with IFA Systems Ltd and its partner firms as applicable, although you or your suppliers retain the right over any text, logos or images you supplied to us for incorporation within your site.
The contents and images of a Financial Planner which are provided by IFA Systems Ltd remain the property of IFA Systems Ltd, and may not be reproduced in any form whatsoever without the express written permission of IFA Systems Ltd.
Please note that the licence for any images provided by IFA Systems as part of your website remain the property of IFA Systems Ltd, and cannot be used in any format for any other purpose whatsoever. However we can arrange for you to obtain such licences yourself if you so wish, to enable you to use them freely for your own literature.
Limit of liability
Although we aim to give our clients an excellent service, IFA Systems Ltd cannot be held liable for any direct or indirect loss due to delays in or interruption to our service. We shall not be held liable for any loss or damage caused by the use, misuse, unavailability or removal of any the services provided by our partner firms.
Variation
We reserve the right to vary these Terms at any time by giving you a minimum of 1 month's notice by e-mail to the latest mailbox we hold for you.
Privacy policy
Please read the terms of our Privacy Policy here.
Review
We will contact you after 3 months to discuss with you how your site has been received, what amendments could be made, and what features could be added to enhance the services you offer to your clients.
If you are willing to accept these Terms and Conditions and proceed
to the Order Form then click on the link below.
To view the Financial Planner website package
again click here
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