Service Request

 

Use this form to REQUEST PAID and FREE services

  BUSINESS DEVELOPMENT SYSTEM - Primary Features

  DELUXE WEBSITE SELECTED

You have selected the DELUXE Website ( Web & E-newsletter ) package option.

Please confirm your payment preference below.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted Website Setup Fee Today PLUS Your First 6 Months of Administration Fees with 50% Discount

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $855 plus taxes.

Your Total Savings Today is:$556 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted Website Setup Fee Today

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $1161 plus taxes.

Your Total Savings Today is:$250 plus taxes.

  STANDARD WEBSITE SELECTED

You have selected the STANDARD Website (Web Only) package option.

Please confirm your payment preference below.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted Website Setup Fee Today PLUS Your First 6 Months of Administration Fees with 50% Discount

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $653 plus taxes.

Your Total Savings Today is:$354 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted Website Setup Fee Today

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $857 plus taxes.

Your Total Savings Today is:$150 plus taxes.

  E-NEWSLETTER ONLY SELECTED

You have selected the E-NEWSLETTER ONLY package option.

Please confirm your payment preference below.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted E-Newsletter Setup Fee Today PLUS Your First 6 Months of Administration Fees with 50% Discount

Total E-newsletter Package Cost (Setup and Maintenance) for First 6 months of service: $403 plus taxes.

Your Total Savings Today is:$304 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted E-Newsletter Setup Fee Today

Total E-newsletter Package Cost (Setup and Maintenance) for First 6 months of service: $607 plus taxes.

Your Total Savings Today is:$100 plus taxes.

  WEBSITE THEME UPGRADE SELECTED

You have selected the WEBSITE THEME UPGRADE package option.

NOTE: This service package is ONLY AVAILABLE TO EXISTING CLIENTS with Payment Details on File.

Please click below to confirm your acceptance of a one-time theme upgrade fee.

BUSINESS DEVELOPMENT SYSTEM - Add-On Features

  PERSONAL DETAILS

  BUSINESS DETAILS

  DOMAIN MANAGEMENT

  Domain Management

Your AdvisorNet account includes FULL Domain Management services including: Annual Registration, Privacy Protection & Domain Name Service records management.

  Domain Name Registration

NOTE: Your NEW website will be built using a default domain name. Your AdvisorNet Team will provide you with assistance with choosing a final domain name for your new website or e-newsletter.

  Domain Name Transfer

NOTE: In order to obtain FREE Annual Domain Renewals you will need to transfer your domain over to the AdvisorNet domain system. Our Support Team will assist you with this process to ensure that NOTHING is disrupted if you have any active email addresses.

IMPORTANT: Domain Name Record Update Required

Because you have opted to personally manage your domain records it is VITAL that the SPF record for your domain be updated to include the information shown below. This information is REQUIRED in order to ensure proper delivery of all outgoing emails related to your website and/or email newsletter services

include:spf.advisornet.ca include:spf.smtp.com

  BUSINESS EMAIL

  Business Email Details

NOTE: Your NEW website account includes FREE Email Hosting for 10 Mailboxes each with 10 GB of storage.

6. PASSWORD MANAGEMENT

  Password Management Software

AdvisorNet provides 1 FREE Roboform for Business licenses to each client.

  BIRTHDAY E-CARDS

  Birthday E-Cards

Our E-newsletter service includes Free Photo Birthday E-cards to show your clients how much you care.

  GOOGLE MY BUSINESS

  Google My Business

Google My Business is a FREE Business Profile connected to the Google search engine.

Every Financial Advisor should this FREE tool to maximize the online exposure for their business.

FREE THEME STYLE SWITCHING FOR 12 MONTHS

For the 12 month period after e-newsletter activation users are permitted unlimited switching between ANY available theme style for FREE. This INCLUDES any required banner image revisions due to dealer logo changes.

  Bracket Email Encryption

World-Class Security for all of your secure client communication needs.

Domain Ownership Requirement

If you DO NOT OWN and CONTROL the domain name listed above you will not be able to use the Bracket Email Encryption.

In the BOX ABOVE enter ALL of the EMAIL ACCOUNTS that will be using the Bracket Email Encryption system. *** ONE ADDRESS PER LINE ***

  MICROSOFT 365

With this form you can either transfer an existing Microsoft license to the AdvisorNet system to obtain Canadian-based 24/7 support OR you can purchase NEW licenses for Microsoft products shown below.

A Global Administrator Username is REQUIRED in order to process the Microsoft license transfer. e.g. user@domain.onmicrosoft.com or user@domain.com.

Microsoft Cloud Agreement

Before you can purchase a Microsoft Product License via AdvisorNet you must agree to the terms of the Microsoft Cloud Agreement shown below.

  BUSINESS BRANDING

Establishing your brand. Boost your professional image. Impress your clients!

Which service are you requesting?

Logo Design Questionnaire

  WEBSITE THEME CHANGE


NOTE: The website color schemes displayed below are FOR EXAMPLE ONLY.
Your NEW website theme will be color-matched to your OLD website color scheme.

Accolade

Accolade Theme Sample

Apex

Apex Theme Sample

Clarity

Clarity Theme Sample

Distinction

Distinction Theme Sample

Journey

Journey Theme Sample

Paramount

Paramount Theme Sample

Pinnacle

Pinnacle Theme Sample

Premiere

Premiere Theme Sample

Signature

Signature Theme Sample

Summit

Summit Theme Sample

  PAYMENT OPTION

  Billing Authorization - Existing Client

By clicking the button below you confirm that you are requesting the PAID services indicated in the form above. You understand that after the PAID service has been implemented your AdvisorNet account will be charged for any applicable fees via the payment method currently configured for your AdvisorNet account. Currently configured payment options are shown below. FREE Services requested above will be added to your AdvisorNet account without any applicable fees.

VisaVISA

MastercardMastercard

InteracPre-Authorized Bank Debit

  PAYMENT METHODS

In order to setup a PAD ( Pre-Authorized Debit ) from your bank account for your AdvisorNet service fees, submit a completed copy of this form to our office either via fax or email.

  Billing Authorization - NEW Client

I confirm that I agree to pay all setup and administration fees for the services that I have requested and I accept the Terms of Service of this agreement. If I have requested a NEW website or e-newsletter I authorize AdvisorNet Communications Inc. to debit my credit card/bank account for a 50% deposit towards the one-time setup cost of my new website and/or email newsletter upon acceptance of this Service Agreement.

I understand that the balance of my setup fee will be due and payable either when my website and/or e-newsletter is completed or 60 days after this Service Agreement is submitted, whichever is sooner. I understand that my monthly service fees commence 61 days after my Service Agreement is submitted. I authorize AdvisorNet Communications Inc. to debit my credit card/bank account for all applicable setup fees and monthly fees for the web services that I have requested.

I understand that all fees will be billed in advance on a quarterly basis according to the payment method I have selected on this Service Agreement form. I understand that any additional website customization fees (beyond my basic website administration costs) will be billed immediately after the work has been completed.

I also understand that in order to receive any extra discount off my initial website or e-newsletter fees that all fees are due and payable when my new AdvisorNet account is opened.

I understand that if I have requested any FREE services along with PAID services from the list above the FREE services will only be implemented after the PAID services have been implemented. Payment options are shown below.

VisaVISA

MastercardMastercard

InteracPre-Authorized Bank Debit

  Insert Comments or Questions Here

NOTE: Clicking the "PREVIEW FORM SUBMISSION" button below does NOT SUBMIT your request immediately.

The "PREVIEW FORM SUBMISSION" button allows you to REVIEW the form data BEFORE it is submitted to our office. If everything is correct on the PREVIEW page click the SUBMIT button to send your request to our office.