- TracyvdB wrote:
- Steve after the free trail period what is the costs involved? Please could you advise.
Thanks
Trace
Hello Tracy
Thank You for the question
Short Answer: Cost 2/3 the price of a BMW tank of fuel.
Long Answer: As contained in the attached - part of the Agreement.
AgreementThe Principal user has to have a current FSP number to verify authenticity.
This agreement allows the Principal, super broker to set up as many sub brokers as required and in turn as many users/ Clients as required.
A Basic package is 1Gigabite and can be upgraded in increments of 500 megs. as your companies needs expand.
The service is used and paid for in advance by debit order on a monthly basis - without a contract, for your flexibility.
Super BrokerWe suggest that this should be a Financial Planner / Advisor
Sets up Brokers and users and has full access to manage the entire process relating to all the brokers and users created
BrokerThis category level sets up users (clients) and only has access to manage the process relating to the users he /she created - these could be:
1. Representatives within the company who only have access to his/her own clients
2. Short Term Brokers - Medical Aid Brokers - Investment consultants - Tax Consultants etc - who possibly want to allow the super broker access to their client base as payment for the service, and also only has access to his/her own clients
UserA (S.U.P.) single use pin is sent to a user via sms when logging on for added security. ( sms's included in costing)
A Client/User can read, print and download documents from the WebbDocc and can also update the SnappShott of his/her financial circumstances as well as instruct the broker of special tasks and check on tasks done and/or task progress.
The Client/User can upload and store special documents
Broker admin staff manage this process to ensure that best resolution is used to preserve space and bandwidth and are also able to restore documents deleted in error.
Backup and virus scans1. Data is backed up every 4 hours
Cost StructureSet up Costs R1000 once off deducted with 1st debit order run.
Basic Package 1 gigabyte usage R 390pm ex vat
R195 ex vat per 500meg or part, used over the basic 1 gigabyte package
These prices could vary as bandwidth and sms's become cheaper