November 2016 Wrap and SuperWrap Adviser …...Wrap and SuperWrap Adviser DesTo Access Form...
3
Page 1 of 3 Wrap and SuperWrap Adviser DeskTop Access Form BTF6519_1116px November 2016 Complete this form by typing directly into the relevant sections, then print off before signing, alternatively complete by using black pen – print in clear CAPITAL LETTERS, Use crosses [ ✘] in boxes where applicable. Use this form to: • Register new users to access the Wrap Adviser DeskTop • Change the access of current users • Delete access for current users Please read the Terms and Conditions of use on page 2 before completing this form. See information to help you complete each section. For complex requests such as multiple F#s with different authorised signatories, please attach a cover letter with clear instructions and appropriate signatures. 1. ADVISER DETAILS Adviser No. F Adviser Name 2. USER ACCESS THIS SECTION IS TO BE COMPLETED BY THE ADVISER WHEN: • new staff require access • existing users (advisers and staff) require change of access • access needs to be deleted for a user. Full access allows users to enquire, create and print reports as well as set up a new client and transact. Read only access allows users to enquire and create and print reports. • Please complete details for each new user (up to 5, including the Primary User) who requires access to the website for the Wrap Service. • If you have 6 or more users to register, please take a copy of this form before proceeding further. • All users indicated below will be ‘linked’ to the above Adviser number. • Passwords and instructions for use for all new users will be sent to the Primary User at the registered address. • The adviser is responsible for all users registered in this section. PRIMARY USER Title Mr Mrs Miss Ms Other Given name(s) Surname Existing User ID (if applicable) Full Access Read Only Access Mobile phone number Email Address USER 2 Title Mr Mrs Miss Ms Other Given name(s) Surname Existing User ID (if applicable) Full Access Read Only Access Delete All Access Mobile phone number Email Address
Transcript of November 2016 Wrap and SuperWrap Adviser …...Wrap and SuperWrap Adviser DesTo Access Form...
Perfo
rate
Pe
rfora
te
Page 1 of 3
Wrap and SuperWrapAdviser DeskTop Access Form
BTF6519_1116px
November 2016
Complete this form by typing directly into the relevant sections, then print off before signing, alternatively complete by using black pen – print in clear CAPITAL LETTERS, Use crosses [✘] in boxes where applicable.Use this form to:• Register new users to access the Wrap Adviser DeskTop• Change the access of current users• Delete access for current users
Please read the Terms and Conditions of use on page 2 before completing this form. See information to help you complete each section.
For complex requests such as multiple F#s with different authorised signatories, please attach a cover letter with clear instructions and appropriate signatures.
1. ADVISER DETAILS
Adviser No.
F
Adviser Name
2. USER ACCESS
THIS SECTION IS TO BE COMPLETED BY THE ADVISER WHEN:• new staff require access• existing users (advisers and staff) require change of access• access needs to be deleted for a user.Full access allows users to enquire, create and print reports as well as set up a new client and transact.Read only access allows users to enquire and create and print reports.• Please complete details for each new user (up to 5, including
the Primary User) who requires access to the website for the Wrap Service.
• If you have 6 or more users to register, please take a copy of this form before proceeding further.
• All users indicated below will be ‘linked’ to the above Adviser number.• Passwords and instructions for use for all new users will be sent
to the Primary User at the registered address.• The adviser is responsible for all users registered in this section.
PRIMARY USERTitle
Mr Mrs Miss Ms Other
Given name(s)
Surname
Existing User ID (if applicable)
Full Access Read Only Access
Mobile phone number
Email Address
USER 2Title
Mr Mrs Miss Ms Other
Given name(s)
Surname
Existing User ID (if applicable)
Full Access Read Only Access Delete All Access
Mobile phone number
Email Address
Perforate Perforate
Page 2 of 3 BTF6519_1116px
3. DECLARATION AND SIGNATURE
This section contains important information about using the Wrap Service website.Only sign and date the form after reading the Terms and Conditions of Use.
This agreement sets out the terms and conditions of use for the Wrap/Wrap Essentials and SuperWrap/SuperWrap Essentials internet service (‘the Service’) offered by BT Portfolio Services Ltd (‘BTPS’) (ABN 73 095 055 208) to registered advisers and their staff.
BTPS has offered in respect of the Service (with the consent of BT Funds Management Limited ABN 63 002 916 458) to provide registered advisers and their staff with an electronic interface to BTPS through the Service.
This Service will include, placing transactions for clients over the internet, receiving client information, changing certain details of clients and such other services as advised from time to time by BTPS.
By completing this form, the following terms and conditions will apply:
1. Confidential passwords will be issued to you and the Users that you have nominated on this form. These passwords will allow you and your nominated Users to access the Service according to the level of access you have requested.
2. You remain responsible for the confidentiality of the passwords issued to you and your nominated Users and for managing those passwords including advising BTPS to cancel or suspend a password of a nominated User.
3. You remain responsible for all actions taken by your nominated Users or any person that obtains access to the Service using a password that has been issued to you or your nominated Users whether that action is authorised by you or not.
4. Access to the Service will be given to any person who uses the passwords issued or complies with any other BTPS security procedure from time to time. Any action by that person will be taken to have been from you.
5. You must tell us immediately if the passwords issued to you or your nominated users are lost or you think someone else has knowledge of it.
6. You are responsible for all hardware and software that you use to access the Service and all modifications to it (even if required due to the way in which we provide the Service) are at your cost. You must maintain the quality, efficiency, integrity and security of the systems you use in connection with the Service.
7. BTPS may, where required by law or otherwise acting reasonably, vary the conditions of use of the Service including the introduction of new terms and conditions. BTPS may do this at any time but must give you 30 days notice in writing (or notice by email or other electronic communication through the Service) of any change they reasonably consider to be materially adverse to your interests.
8. Notwithstanding the above, BTPS may suspend access to the Service or cancel the ability to transact using the Service where it reasonably considers it to be necessary or desirable (and where applicable, for such period as BTPS reasonably considers to be necessary or desirable):(a) having regard to:
(i) the law; or(ii) the quality, efficiency, integrity or security of the Service;
or(iii) any reputational impact on the BTPS and/or the Service;
or(b) otherwise on reasonable notice to you.
BTPS must use its best endeavours to ensure that any suspension for maintenance of the Service is carried out at times that in its reasonable opinion would have least effect on you.
USER 3Title
Mr Mrs Miss Ms Other
Given name(s)
Surname
Existing User ID (if applicable)
Full Access Read Only Access Delete All Access
Mobile phone number
Email Address
USER 4Title
Mr Mrs Miss Ms Other
Given name(s)
Surname
Existing User ID (if applicable)
Full Access Read Only Access Delete All Access
Mobile phone number
Email Address
USER 5Title
Mr Mrs Miss Ms Other
Given name(s)
Surname
Existing User ID (if applicable)
Full Access Read Only Access Delete All Access
Mobile phone number
Email Address
Perfo
rate
Page 3 of 3 BTF6519_1116px
9. BTPS may delegate or subcontract to another party any part of its obligations in respect of the use and operation of the Service.
10. BTPS may assign its rights under this agreement without your consent or novate its obligations under this agreement (to which you consent) to a third party. BTPS may assign or novate obligations under this clause:- to a related entity of BTPS; or- to a purchaser or transferee of all or part of the business of
BTPS; or- on reasonable notice to you.
11. The agreement is governed by the law in force in New South Wales. The parties submit to the non-exclusive jurisdiction of the courts of New South Wales and any courts which may hear appeals from those courts in respect of any proceedings in connection with this agreement.
12. The terms and conditions of the Adviser Registration Form in particular the privacy conditions apply to the information obtained using the Service.
13. You release, discharge and indemnify BTPS and the companies within the BT Financial Group from and against all liabilities, that are suffered by you or your clients, in respect of the use of the Service or the inability to transact or use the Service (unless the liabilities are a direct result of the gross negligence, wilful default or breach of duty of BTPS).
Signature of adviser
Date (dd/mm/yy)
/ /Signatory’s full name (please print)
You can submit this form by:�
� mail GPO Box 2337, Adelaide SA 5001�
� fax (08) 8422 4415@ email [email protected]
BT Funds Management Limited ABN 63 002 916 458 is the Trustee and issuer of SuperWrap, which is part of Retirement Wrap ABN 39 827 542 991. Wrap is administered by BT Portfolio Services Ltd ABN 73 095 055 208.
