Service Request

Use this form to REQUEST PAID and FREE services

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Contact Details

  Section 1: Contact Details

 

 

  Section 2: Business Development System - Primary Features

Business Development System - Service Package Selection

Selected your preferred website service package from the options below:

SELECT A SERVICE PACKAGE

   DELUXE WEBSITE SELECTED

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

Please confirm your payment preference below.

Deluxe Website Package - Please confirm your payment preference below.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted 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: $967 plus taxes.

Your Total Savings Today is:$518 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted Setup Fee Today

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $1285 plus taxes.

Your Total Savings Today is:$200 plus taxes.

   STANDARD WEBSITE SELECTED

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

Please confirm your payment preference below.

Standard Website Package - Payment Options

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted 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: $765 plus taxes.

Your Total Savings Today is:$316 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted Setup Fee Today

Total Website Package Cost (Setup and Maintenance) for First 6 months of service: $981 plus taxes.

Your Total Savings Today is:$100 plus taxes.

   E-NEWSLETTER ONLY SELECTED

You have selected the E-NEWSLETTER ONLY package option.

Please confirm your payment preference below.

E-Newsletter Package - Payment Options

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Pay Discounted 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: $590 plus taxes.

Your Total Savings Today is:$291 plus taxes.

YOU HAVE SELECTED THE FOLLOWING PAYMENT OPTION:

Only Pay Discounted Setup Fee Today

Total E-newsletter Package Cost (Setup and Maintenance) for First 6 months of service: $806 plus taxes.

Your Total Savings Today is:$75 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 - Payment Confirm

 

  Section 2A: Website Theme Options

Website Theme Selection

We provide many different "Ready-to-Go" themes for your new website.  See below for additional details.
Website Theme Decision

 

NOTE: The website color schemes displayed below are FOR EXAMPLE ONLY.
IF REQUESTED, Your NEW website can be color-matched to either an OLD website OR a custom logo.

Click the images below to view theme details and LIVE samples.

 

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

 

 

Signature

Signature Theme Sample

 

 

Summit

Summit Theme Sample

 

 

Your Selected Website Theme Style

 

  Section 2B: Newsletter Theme Options

Email Newsletter Theme Selection

Your Deluxe Website service package includes a monthly newsletter.  See below for additional details.
E-newsletter Theme Selection

 

NOTE: The newsletter color schemes displayed below are FOR EXAMPLE ONLY.
Your newsletter theme will be color-matched to your logo or website design.

Click the images below to view LIVE E-Newsletter samples.

 

NT-1

NT 11 Theme Sample

 

 

NT-2

NT 12 Theme Sample

 

 

NT-3

NT 10 Theme Sample

 

 

NT-4

NT 14 Theme Sample

 

 

NT-5

NT 15 Theme Sample

 

 

NT-6

NT 16 Theme Sample

 

 

Your Preferred Newsletter Theme Style

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.

 

  Section 3: FREE Add-On Services

FREE Add-On Services

   Roboform

Password Management Software

1 FREE Roboform for Business license included with each website package.

Used by millions of individuals and companies.

More details

Request Your Roboform Software License

   Birthday E-Cards

Go beyond the expected!

Build a reputation for extra special treatment by sending a photo birthday card to every client on the morning of their birthday.

More Details

Birthday E-cards

Birthday E-Cards Request

PAID Add-On Services

 

  Section 4: PAID Add-On Services

   Google Business Profile

A 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.

Click for Details

Google Business Profile

Google Business Profile Setup Request

   Bracket Email Encryption

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

60-Day Free Trial

Full details

Fully compatible with ALL email programs, including:

  • Office 365
  • Microsoft 365
  • Apple Mail
  • Goldmine
  • Kronos
  • Equisoft

The monthly fee of $7.95 per month per email address will only be charged AFTER the END of your 60-Day Free Trial.

Email Encryption - FREE TRIAL Request

NOTE: The 60-Day Free Trial is ONLY available for existing AdvisorNet clients. New users are charged when service is activated.

Existing Client Confirmation
Domain Name Ownership Confirmation

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 service.

Email Ownership Confirmation

Email Ownership Requirement

If you ONLY the registered OWNER of domain name (and email addresses) can setup Bracket Email Encryption.

Additional 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   ***

   Microsoft 365

With this form you can either transfer an existing Microsoft license to the AdvisorNet system OR you can purchase NEW licenses for Microsoft products shown below.

Microsoft 365 License Request
Transferring an EXISTING License?
Which Microsoft 365 Licenses You Need?

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.

Acceptance of Microsoft Cloud Agreement

   Business Branding Kit

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

Click for Details

Business Branding Kit Service Request

Enter your AdvisorNet Account Name below:

Which service are you requesting?

Business Identity Kit Options

Logo Design Questionnaire

2.) Are there any acceptable abbreviations of the above?
4.) Do you have a mission statement, slogan or motto that you want included in your logo design?
9.) Have you seen any other logo examples that you like?
10.) Have you seen any logo examples that you dislike?

Domain Management

 

  Section 5: Domain Management

   Domain Management

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

Domain Management Options

   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

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 Services

 

  Section 6: Business Email Options

   Custom Business Email

Your website packages includes:

Standard Business Email Hosting for 10 Mailboxes

15 GB of storage for each mailbox

Email addresses matched to domain name

Email Security ( Spam & Virus Protection) 

Business Email Options

Payment Details

 

  Section 7: Payment Details

Payment Options
Payment Options Theme Upgrade

By clicking the Submit Request 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

SELECT YOUR PREFERRED PAYMENT METHOD

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

By clicking the Submit Request button below you confirm that:

  • You authorize AdvisorNet Communications Inc. to debit your credit card/bank account for the services that you have requested.
  • You understand that all applicable maintenance fees for websites and/or e-newsletters will be billed in advance on a quarterly basis according to the payment method above.
  • You understand that any additional website customization fees (beyond my basic website administration costs) will be billed immediately after the work has been completed.
  • You also understand that extra discounts off initial website or e-newsletter fees are only available when all fees paid on the date when you AdvisorNet account is opened.
  • You understand that if you have requested any FREE services along with PAID services from the list above the FREE services will be implemented after the PAID services have been implemented.

Available payment options are shown below.

VisaVISA

MastercardMastercard

InteracPre-Authorized Bank Debit

Terms of Service

Terms of Service
Use Of Website Services

AdvisorNet Communications Inc. (AdvisorNet) is not responsible in any manner for direct, indirect, special or consequential damages, however caused, arising out of any use of AdvisorNet services, website and/or any web browser, including any damages you may suffer if you transmit confidential or sensitive information to us or if we communicate such information to you at your request over the Internet. Links to other websites from this website are for convenience only. No endorsement of any third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website or any emails sent.

Restrictions on Use Of AdvisorNet Website/E-newsletter Content

Each AdvisorNet client's website and/or e-newsletter are linked to the AdvisorNet financial database. Via the activation of a Service Agreement, financial advisors are granted permission to use the content of the AdvisorNet financial database for their AdvisorNet website and/or e-newsletter. All content in the AdvisorNet financial database is the sole property of AdvisorNet Communications Inc. except in cases where custom content has been provided by an individual financial advisor for use on their individual website alone. Throughout the duration of their contract with AdvisorNet, financial advisors are only granted permission to use AdvisorNet financial content on their websites and/or e-newsletter managed by AdvisorNet. At no time is any AdvisorNet client permitted to distribute, use, copy & paste, or mirror copyrighted content from their AdvisorNet website and/or e-newsletter for use on a different website, newsletter, blog without prior written consent from AdvisorNet. Financial advisors whose AdvisorNet accounts are in good-standing are permitted to post links on external (social media) websites that lead back to articles and resources provided via their AdvisorNet website. Should a financial advisor cancel their AdvisorNet account, this action immediately rescinds their right to use any and all AdvisorNet copyrighted materials on any other website or e-newsletter service.

Internet Website Interruptions

Where there is any technical difficulty or interruption of service for any period of time, AdvisorNet, will attempt to rectify the problem as quickly as possible, however such interruption shall not nullify this contract or any payment for services due.

Proofing a Change

When changes are requested for a website, e-newsletter or business stationery item the advisor is responsible for examining the requested changes and notify AdvisorNet if the changes are not satisfactory. Failure by the client to communicate any further changes needed to a website, e-newsletter or business stationery item will result in the state of the website, e-newsletter or business stationery being deemed satisfactory.

References to Goods and Services

References in this website to third party goods or services should not be regarded as an endorsement of these goods or services. Information on this website is subject to change without notice and while every effort is made to ensure the accuracy of information on the website, AdvisorNet is not liable for any inaccuracies in the information presented.

Contract Activation

The above legal information and terms of agreement in relation to all the above is confirmed, agreed upon, and actualized by an order or request for services via email, letter, or applied payment to initiate site building or to initiate access to any other Internet service offered. Upon activation, all setup fees and monthly administration fees shall be due at the beginning of each month, or at the beginning of each quarterly if a quarterly payment option is selected on the Service Agreement.

Fee Payments

When a service is requested, a 50% deposit of the set-up fee is due and payable by credit card. The advisor's credit card will be charged on the day of acceptance for this amount. The balance of the setup fee is due and payable either on the date of completion of the website or business identity kit or 60 days after the acceptance of this service agreement whichever is sooner. If any setup fee discount is provided, the reduced setup fee is due and payable in full when an account is opened. Applicable fees for any extra customizations requested for an advisor's website are due and payable once the work has been completed. Fees for extra website customizations are based on the time required to complete the work and are calculated on a case-by-case basis.

Consent

When providing access to clients' personal information for the purposes of utilizing the services of AdvisorNet, the advisor warrants that proper consents as may be required under any provincial or federal statutes within Canada were obtained from each and every client prior to the provision of the information. AdvisorNet guarantees that any client personal information provided to it will be used only for the provision of services to the advisor who provided the information.

Use of trademarks and propriety information

The dealership trademarks used on websites, e-newsletters or business stationery items created by AdvisorNet remain the property of the advisor's dealership and/or it affiliates. By their association with their dealership, it is understood that each advisor is permitted to use dealership trademarks and propriety information on their website or e-newsletter. If an advisor resigns from their dealership, their right to that dealership's trademarks and proprietary information ceases and all such materials shall be removed immediately from their website or e-newsletter. AdvisorNet does not make use of any dealership trademarks or propriety information for own purposes, and as such, any dealership trademarks or propriety information used on any AdvisorNet website or e-newsletter must first be permitted by the advisor's Compliance Department.

Self-use of Email Newsletter Services

If you choose to create your own email newsletter using AdvisorNet services, you agree to represent yourself accurately and truthfully at all times. You agree that any information you include in such emails will (a) not be fraudulent or intentionally misleading or inaccurate; (b) not infringe on any third party's copyright, patent, trademark, trade secret, or other proprietary right or right of publicity or privacy; (c) not violate any law, statute, ordinance or regulation; (d) not be defamatory, libelous, harmful, abusive, vulgar, obscene, profane, hateful, unlawfully threatening or harassing; (e) not contain any pornography or racially, ethnically or otherwise objectionable material; (f) not contain any viruses, Trojan horses, worms, time bombs, cancelbots or other computer program routines that are intended to damage, detrimentally interfere with, surreptitiously intercept or expropriate any system, data, or personal information.

Indemnification

You agree to indemnify, defend, and hold harmless AdvisorNet, its officers, directors, employees, agents, licensors, suppliers, and any third party information providers to AdvisorNet from and against all losses, expenses, damages, and costs, including reasonable lawyer's fees, resulting from any violation of this agreement by you or any other person accessing AdvisorNet services under your account.

Ownership of Domain Names

Each domain name used to host a website or e-newsletter remains the sole property of the advisor who activated the AdvisorNet account. Should an advisor resign from their dealership, their domain name remains their property and, if required, can be moved to a different web service company for the purpose of creating a new website (providing that there are no outstanding invoices for their account). While an advisor is using an AdvisorNet website or e-newsletter, AdvisorNet functions as the "custodian" for their domain name for the purpose of handling administrative situations and domain renewals.

Account Charges

Advisors can pay for their website services by either VISA, MasterCard or direct bank debit. All fees are invoiced quarterly in advance. Any invoice unpaid after 30 days, will begin to accrue late payment charges equal to: 0.065% per day (24% per annum)

Website Deactivations

Failure to issue payment on any invoice 60 days after receipt, or to contact AdvisorNet with an option for payment, will result in deactivation of a website or e-newsletter until all service fees and late fees are paid in full. A $25 website re-activation fee will also be charged should the advisor wish to have their website or e-newsletter re-activated.

Overdue Invoices

Any invoice more than 90 days overdue is sent to a collection agency for resolution and the advisor is then responsible for all collection charges in addition to the fees owed to AdvisorNet Communications.

Changes in Website Fees

AdvisorNet is entitled to adjust the stated monthly fees and additional charges with 30 days notice.

Canceling a Website Contract

A website or email newsletter may be cancelled at anytime after the service has been active for a minimum of 30 days. Notice of cancellation must be delivered to AdvisorNet via email or fax.

Miscellaneous

This agreement and the resolution of any dispute related to the Agreement will be governed by and construed in accordance with the laws of the Province of British Columbia, without giving effect to any principles of conflicts of law. You agree that any legal action or proceeding between AdvisorNet and you for any purpose concerning this agreement, the parties' obligations hereunder will be brought exclusively in a federal or provincial court of competent jurisdiction sitting in the province of British Columbia.

AdvisorNet's failure to insist upon or enforce strict performance of any provision of this agreement will not be construed as a waiver of any provision or right.

 

  Section 8: Comments or Questions

Comments or Questions

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