The Exchange Tariff Guide

Transcription

1 The Exchange Tariff Guide IRESS (UK) LIMITED v3

2 License Costs The Exchange Single Adviser or Administrator user account - monthly subscription each Multiple account discounts¹ - monthly subscription % The Exchange Broker Single Adviser or Administrator account - monthly subscription each The Exchange Gold Single Adviser user account - monthly subscription Multiple account discounts¹ - monthly subscription % each each Services included in monthly subscription Term Assurance Quotes Term Assurance, Convertible Term*, Renewable Term, Renewable Convertible Term*, Protection package Business Protection Whole of Life and Critical Illness Quotes Income Protection Quotes Pension Quotes* Multi-benefit and Multi-policy quotes Level Term, Convertible Term*, Renewable Term, Renewable Convertible Term*, Mortgage Loan Protection, Key Person Income Protection Whole of Life, Critical Illness, Critical Illness and Life Cover Own Life, Life of Another, Keyperson, Houseperson Self-employed Pensions, Employed Pensions, Executive Pensions Bond Quotes* General Insurance Quotes Investment Services New Business Gold Services* Other Services ASU/MPPI, Buildings and Contents, Commercial, Marine, Motor, Pet, Professional Indemnity, Travel Fund Charting and Listings, Fund Fact Sheets* Electronic Submission, Application Forms Real-time Valuations, Contract Management Conveyancing, Client Database, Client Import Facility, Document Library, Provider Centre

3 Premium Services 1 of 2 Annuities* Compulsory purchase annuity Purchase life annuity Immediate vesting personal pension Fixed term annuity per month unlimited use or 1.50 per access Annuities Plus * Equity release Client can complete and submit their medical/lifestyle details online Lifetime mortgage and home reversion comparison quotes 7.00 per month unlimited use or 2.50 per client send FREE until further notice The Exchange Product Research Modules available: Pensions savings Pensions income Investment products Life assurance Health insurance Finance Offshore products Pay-per-hour: 5 for 60 minutes of research in a single area Modular: 10 per month per module with a choice of 7 modules All modules: 50 per month for all 7 modules Full tool: 85 per month for the full Synaptic Product Research Tool Exchange Refer An Annuities referral service Introducers receive 45% of the commission obtained Credit checking Value for money client credit checks 2.50 per search e-identity checking Private medical insurance quotes Eliminates the need to store and post photocopies of documents provided Broad market coverage and price comparison on a pay per click basis 3.00 per search within 30 days of registering are free Introducers receive a fee of 25% of the commission Term plugin Fully templated Customisation options per month Mortgage sourcing Sourcing software available: Trigold Prospector and Mortgage Brain per month

4 Premium Services 2 of 2 Pension tools* Online Tools: Pension or Drawdown, calculations, charges and switching, Transfer value analysis Individual tools Complete set of tools CD-based Tools: Transfer value analysis Full Pension or Drawdown Full 4.00 per access per month unlimited use per month per month (plus per case and per report fee) Impaired life quotes The Insurance Surgery offer a referral and reporting service for impaired lives in the protection arena Introducers receive a fee of 25% of the commission 125 per consultancy report Websites and Webtools Website templates customised and delivered. Add interactive Mortgage Search and Best Buy tables and quotation systems Websites (all require 99 set-up fee): Website Only Pack: 25 per month Mortgage Broker Pack: 29 per month Mortgage Professional Pack: 49 per month Complete Mortgage Pack: 79 per month Wealth Adviser Pack: 39 per month Complete Wealth Pack: 89 per month Webtools: Best Buys: 29 per month Your Site Sourcing: 39 per month Best Buys and Your Site Sourcing: 49 per month Mortgage Calculators: 5 per month Advisernet (website building service) Build your own or have full technical support Fully templated and completely editable Quote services available to display on your website per month Notes on tariffs 1 Multiple copy discounts are not applicable in conjunction with any other offer. Multiple copy discounts are only applicable providing the accounts are grouped under one invoice and collected by one direct debit. The Equity Release service is FREE until further notice subject to terms and conditions. At the end of the period the service will be chargeable at the current rate at that time. * Not available via The Exchange Broker software. All prices exclude VAT. Monthly subscriptions will be taken a month in advance through a Direct Debit. Fees for chargeable services will be debited from your account the month following the month in which the chargeable services were incurred. Tariffs subject to terms and conditions. Tariff correct at time of going to print. December 2014

5 IRESS UK Jessop House Jessop Avenue Cheltenham Gloucestershire GL50 3SH IRESS (UK) LIMITED v2 Web: Telephone: Fax: