Use this form to REQUEST NEW PAID and FREE services ProfessionalWebsite AutomatedE-newsletter BusinessBranding Microsoft365 PasswordManagement DomainManagement BusinessEmail BirthdayE-Cards EmailEncryption Google BusinessProfile NOTE: For assistance with EXISTING services visit our Control Panel: Click HERE BUSINESS DEVELOPMENT SYSTEM - Primary Features SELECT YOUR PRIMARY SERVICE DELUXE WEBSITE ( Full Website PLUS Email Newsletter ) STANDARD WEBSITE ( Full Website Only ) EMAIL NEWSLETTER ONLY WEBSITE THEME CHANGE (Only Available to Existing Clients) DELUXE WEBSITE SELECTED You have selected the DELUXE Website ( Web & E-newsletter ) package option. Please confirm your payment preference below. Deluxe Service Fee * Setup Fee ($699) PLUS First 6 Months of Administration Fees Today with 50% Discount Setup Fee ($699) ONLY (NO Discount OFF Your Monthly Service Fees) 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. Standard Website Package - Service Fee Options * Setup Fee ($650) PLUS First 6 Months of Administration Fees Today with 50% Discount Setup Fee ($650) ONLY (NO Discount OFF Your Monthly Service Fees) 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: $715 plus taxes. Your Total Savings Today is:$366 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: $931 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. E-Newsletter Only Package - Service Fee Options * Setup Fee ($399) PLUS First 6 Months of Administration Fees Today with 50% Discount Setup Fee ($399) ONLY (NO Discount OFF Your Monthly Service Fees) 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: $515 plus taxes. Your Total Savings Today is:$316 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: $731 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. Website Theme Upgrade - Service Fee Confirmation * Theme Upgrade: $299 (50% OFF Regular Website Setup Fee) BUSINESS DEVELOPMENT SYSTEM - Add-On Features SELECT YOUR ADD-ON SERVICES PASSWORD MANAGEMENT ( Free with Website ) BIRTHDAY E-CARDS ( Free with E-newsletter ) GOOGLE BUSINESS PROFILE EMAIL ENCRYPTION MICROSOFT 365 BUSINESS BRANDING PERSONAL DETAILS First Name: * Last Name: * Domain Name Email Address * Phone: * BUSINESS DETAILS Office Address * City * Province * - Select -AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland & LabradorNorth West TerritoriesNova ScotiaNunavutPrince Edward IslandOntarioSaskatchwanYukon Territory Postal Code * Phone 2 Office Fax Company Name Dealership Name Designations CFP BA R.F.P CLU Other Designations DOMAIN MANAGEMENT Domain Management Your AdvisorNet account includes FULL Domain Management services including: Annual Registration, Privacy Protection & Domain Name Service records management. Domain Management * YES ! Please help me setup a NEW Domain for my AdvisorNet account (included FREE with Website) NO. I already have a domain name registered for use with my AdvisorNet services 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. Domain Name Transfer Options * YES ! Please help me transfer my domain name to the AdvisorNet system for FREE Annual Renewals. NO. I do not wish to transfer my domain name to the AdvisorNet system at this time. 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 15 GB of storage. Business Email * YES ! Please help me setup my FREE Business Email Account (Included FREE with Website) UNDECIDED. I would like more information about Business Email accounts 6. PASSWORD MANAGEMENT Password Management Software AdvisorNet provides 1 FREE Roboform for Business licenses to each client. Password Management * YES ! Please help me setup my FREE Roboform license for Password Management UNDECIDED. I would like more information about the Roboform Password Management system BIRTHDAY E-CARDS Birthday E-Cards Our E-newsletter service includes Free Photo Birthday E-cards to show your clients how much you care. Birthday E-card Options * YES ! Please help me setup Birthday E-cards for my Contact List UNDECIDED. I would like to be contacted about this in the future GOOGLE BUSINESS PROFILE Google Business Profile Google Business Profile 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. Google Business Profile * YES ! Please help me setup my Google Business Profile ( One Time Setup fee :$75 ) COMPLETED. My Google Business Profile is already setup EMAIL NEWSLETTER E-Newsletter Theme Selection * YES ! I want to select my Newsletter Theme Now NO. I do not want to select my Newsletter Theme now and I understand that I can make this decision later. 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. NOTE: The newsletter color schemes displayed below are FOR EXAMPLE ONLY. Your newsletter theme will be color-matched to your logo or website design. NT-1 NT-2 NT-3 NT-4 NT-5 NT-6 Theme Style Selection * NT-1 NT-2 NT-3 NT-4 NT-5 NT-6 EMAIL ENCRYPTION Bracket Email Encryption World-Class Security for all of your secure client communication needs. Get started today with your 60-Day Free Trial. Fully compatible with ALL email programs, including: Outlook 2016 Office 365 Microsoft 365 Goldmine Kronos Apple Mail The monthly fee of $7.95 per month per email address will only be charged AFTER the END of your 60-Day Free Trial. NOTE: The 60-Day Free Trial is ONLY available for existing AdvisorNet clients. New users are charged when service is activated. Domain Name Used with Email Encryption * Domain Name Ownership Confirmation YES, I CONFIRM that I OWN and CONTROL the DOMAIN NAME listed above. NO, I DO NOT OWN and CONTROL the DOMAIN NAME listed above. 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. Email Ownership Confirmation YES, I CONFIRM that I OWN and CONTROL the EMAIL Address listed at the top of this form. NO, I DO NOT OWN and CONTROL the EMAIL Address listed at the top of this form. Email Ownership Requirement If you ONLY the registered OWNER of domain name (and email addresses) can setup Bracket Email Encryption. Additional Email Accounts * NO - we only need Bracket Email Encryption for this one email address YES - we have additional email accounts that will need to use Bracket Extra Email Accounts In the BOX ABOVE enter ALL of the EMAIL ACCOUNTS that will be using the Bracket Email Encryption system. *** ONE ADDRESS PER LINE *** CONFIRM Your Bracket Email Encryption Service Request Below * Bracket Email Encryption - $7.95 per month per Email Account 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. Are You Transferring an EXISTING License? YES - I want to transfer my Microsoft license to the AdvisorNet system NO - I need to purchase a NEW license for Microsoft products Microsoft365 Global Administrator Username * A Global Administrator Username is REQUIRED in order to process the Microsoft license transfer. e.g. user@domain.onmicrosoft.com or user@domain.com. Microsoft365 Global Administrator Password * Confirm Your Microsoft Product License Request Below * Microsoft 365 Basic - $9.75 per month / per user Microsoft 365 Standard - $19.75 per month / per user Microsoft 365 Premium - $29.75 per month / per user Microsoft 365 Apps Only - $13.75 per month / per user How many licenses do you need? * 1 2 3 4 5 6 7 8 9 10 Need more licenses? Once your Microsoft 365 account setup is completed you can request any number of additional licenses . 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. Accept Microsoft Cloud Agreement * YES, I accept the terms of the Microsoft Cloud Agreement BUSINESS BRANDING Establishing your brand. Boost your professional image. Impress your clients! Your AdvisorNet Account Info Account/Domain Name * If you are any existing AdvisorNet client then this is the address of your website. (ie. abcfinancial.com) Which service are you requesting? Business Identity Kit Options * Full Identity Kit ($637) Business Identity Kit - No Folders ($508) Logo Design Only ($259) Logo Design & Business Card ($342) Business Card Design Only ($83) Stationery Design Only ($83) Envelope Design Only ($83) Presentation Folders Design Only ($129) Logo Design Questionnaire 1.) What is the exact name you would like used in your logo design? * 2.) Are there any acceptable abbreviations of the above? * Yes No Please provide details below of any acceptable abbreviations for your company name: * 3.) What (if any) other words would you like in your logo? 4.) Do you have a mission statement, slogan or motto that you want included in your logo design? * Yes No Please provide details below of your mission statement, slogan or motto: * 5.) What is your projected audience or demographic? * 6.) What is the nature of your business? * 7.) Who are your competitors? * 8.) What makes your different from your competitors? * 9.) Have you seen any other logo examples that you like? * Yes No Please indicate below the website address of where you saw a logo that you LIKED: * 10.) Have you seen any logo examples that you dislike? * Yes No Please indicate below the website address of where you saw a logo that you DISLIKED: * 11.) What feel or style would you like to convey with your logo? * 12.) What colors do you like or expect? * 13.) What colors do you NOT like or would not like used? * 14.) Do you have any additional comments? WEBSITE THEME OPTIONS 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 Apex Clarity Distinction Journey Paramount Pinnacle Premiere Signature Summit Website Theme Style * Accolade Apex Clarity Distinction Journey Paramount Pinnacle Premiere Signature Summit PAYMENT OPTION PAYMENT OPTION * I am an EXISTING client - For any fees applicable to services requested please use payment information on file I am a NEW client. My payment details are provided below. 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. VISA Mastercard Pre-Authorized Bank Debit PAYMENT METHODS Payment Instrument * VISA MasterCard Bank Debit Credit Card Number * Credit Card Expiry Date * Year Year20222023202420252026202720282029203020312032 Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 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. VISA Mastercard Pre-Authorized Bank Debit Insert Comments or Questions Here Comments 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. Leave this field blank
