Introsite - terms of business
This page sets out the terms under which IFA Systems Ltd will create and maintain a web site for you under our Introsite package. It also clarifies what we need from you in order to set up your site.
Please read the following text carefully. If you wish to proceed with ordering your Introsite please indicate your acceptance by clicking on 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 Introsite.
Terms and Conditions of Business for Introsite
We will set up a website for your firm based on our Introsite package, which will include the following features:
Hosting of your site
We will need you to register a domain name of your choice (if you don't already have one) with your own ISP, so that you website can be found under that addess ( eg a domain of advisername.co.uk will give a web address or URL of www.advisername.co.uk).
When the time comes to launch your site we will ask you to amend the "A" records for that domain to point to the website files that we will host for you. We cannot upload our website files to a third party account for security reasons.
Standard site content
The basic Introsite package allows for us to
set up a site as seen. All versions include the features described
on the Key Features 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 can if required send you a screenshot for approval before we 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.
We will initially use our standard text for the following pages
- Welcome page: What Makes us Different: About Us; How we Work; How we are Paid - but you
can alter these yourself on-line. We have also provided standard text under the Services pages, but you can edit these as you wish. However we will need to amend any section names
and page titles 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 as part of the basic setup. All forms and e-mail links from the site will be directed to the mailbox specified by you.
We
will also
upload your Client Agreement provided as a pdf file or in
Word format by you by e-mail. All forms and
e-mail links 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 at no extra charge if they are supplied in the right format), or we can source and licence images solely for your use for a further fee.
Please note that the setup cost for this package does not allow for customisations other than those described above, although we are very happy to do as much work as needed to make the site right for you, and can give you a quote for the specific work required.
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 customisations required for your site must 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 a small extra charge, and can also apply a complete re-skin of the site using your own designer's screenshots, for which we will give an individual quotation.
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
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 pdf version of your site is required 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 purposes 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 Introsites 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 released since the designs were created, or retrospective compatibility with upgrades to existing
browsers. They have also been set up for confirm to Disability Discrimination Act requirement to the best of our knowledge.
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
add your own text. We will also send you
Client Support e-newsletters on managing your site.
Updating of your site
We leave it to you to keep your own content of the 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 several times a day with the newsfeeds 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, metatags and social media
We will add some basic metatags to your main pages including your firm's name, and submit your site on launch to the major free search engines as standard. We do not undertake e-marketing on your behalf.
Please click on the links for support in setting up appropriate social media links, and/or with managing your listings in the search engines.
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 backups of all the sites we
manage, and these are stored off-site. We give you secure access to the Website Manager for your website, through which you can view details of clients who have enquired through your site.
The Website Manager access for site maintenance, is protected by 128-bit encryption, as confirmed by the security certificate emblem showing on those pages.
We may need to access your clients' data for maintenance purposes, or as we train you on accessing that data online, and our staff work under our security guidelines in this respect. If you discontinue use of this module then we will remove all your clients' data from our servers.
Costs
The current setup and monthly costs are all as displayed on the relevant page. We reserve the right to review and vary the monthly cost and/or content to apply from 1 October each year, and will give you a minimum of 1 month's notice by e-mail of any change by emailing you via 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 we will invoice you for the initial setup cost, but any additional setup work will be invoiced on completion of the site. We will send you a Direct Debit Form for completion and return by 2 months from date of order or by the launch date, whichever is the sooner, but can also take details over the phone if there is only one signatory to the account. 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/ online payment. If payment for your site is not received within 14 days of the due date, your site will be replaced with a holding page, (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 electronic 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 Introsite subscription we request that you give us 1 month's written notice in advance. Your subscription will then continue until the end of that period,
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, along with details of any clients registered through your site. This data will then be deleted from our server.
In the unlikely event that you are unable to proceed with completing the site once ordered, we will apply a time-charge to cover the cost of work done to the date on which we received your notice. If that notice is given more than 2 months from date of order then the current monthly subscription will also be due.
IPR and copyright
The Intellectual Property Rights on the design and coding of any site based on an
Introsite 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 an Introsite 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 Ltd 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.
IPR works the other way too - IFA Systems Ltd cannot be liable for any legal action which might arise from the illegal use of any text or images which are supplied by you for the site we are setting up for your firm but which have been copied from another site, or used without permission, copyright or licence to so use them.
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.
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