Website Theme Upgrade - Project Stages
Service Request
Complete
Online Service Request
Theme & Colors
Select a website theme
and color scheme
Website Build
AdvisorNet builds website
& e-newsletter
Advisor Review
Advisor reviews and approves
draft website
Compliance Review
Website review
(If applicable)
Website Activation
Website goes LIVE
after approval received
Stage 5 - Compliance Review
The fifth stage of a Website Theme Upgrade project includes the following activities:
- New website submitted to HO Compliance Dept for review ( if required* )
- Revision instructions sent by HO Compliance Dept. to AdvisorNet with copy to Financial Advisor
- Revisions completed by AdvisorNet and website resubmitted to HO Compliance
Account owner is notified via email after the activities listed above have been completed.