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LUDIQUEforIFAs Annual Licence |
£1000 p/a |
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Full amount payable on installation and annually thereafter | ||
Basic Contact and Policy Data in any electronic format including New Business Register spreadsheet(s) and legacy database(s) pre-entered at the time of installation FREE of Charge | ||
Valuations, Accounts and Commission in any electronic format pre-entered at the time of installation FREE of Charge | ||
20% Off Additional Data Capture Services | ||
2 hours Basic Training per staff member + 10 extra hours and client support | ||
Any number of users at a single location (No Extra Charge for Additional Users) | ||
LUDIQUEforIFAs Monthly Licence |
£100 pcm |
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£500 payable on installation then monthly amounts of £100 starting 5 months thereafter | ||
Basic Contact and Policy Data entered from New Business Register spreadsheet(s), legacy databases and other electronic formats FREE of Charge. For additional data capture see the price list below. | ||
2 hours Basic Training per staff member and client support | ||
Additional Training £25 per hour + fuel expenses | ||
Any number of users at a single location (No Extra Charge for Additional Users) | ||
Data Capture Service |
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Data may be captured from almost any source including spreadsheets, legacy databases, provider downloads, etc. There is an additional charge of 20% per item for data captured from a handwritten source such as a ledger or card index. All captured data is returned to the customer as Excel spreadsheets and/or imported to LUDIQUEforIFAs |
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Policy Records | £1 per policy | |
Contact Records (including address) | £1 per contact | |
Contact Records (name only or update existing) | 50p per contact | |
Commission | £15 per 100 records | |
Fund/Valuation details | £1 per policy | |
Folder and File Renaming - sort out all files into a coherent folder structure with sensible filenames. File List Links (link contact records to existing scanned files/docs) |
£2 per 100 files | |
Clients that spend £500 or more on our Data Capture Service that are not LUDIQUEforIFAs users will also receive | ||
A full set of Management Information Reports (where possible) | ||
1 month Licence including Support for LUDIQUEforIFAs (renewable for £100 pcm) | ||
Free basic training so that the data can be maintained and updated | ||
Advice on preparing data for succession planning or importing to a back-office system | ||
Other Services |
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LUDIQUE also offers a range of Training and Services | £25-50 per hour (plus fuel costs) |