FAQ CATEGORIES
FREQUENTLY ASKED QUESTIONS

You may have certain questions about the Site, the Financial Tools Suite and their functionality. Some of these questions may already have been posed by other users in which case you may well find the answers here. Please select a category which you may see as being appropriate to your question and, hopefully, the question has already been addressed. If you do not find the answer then please go to the Contact Us page and you will be able to send us your question.

Category: General
QUESTIONS

Q01. What is the difference between the Professional and the Lite version of the Financial Tools Suite?

Q02. What happens when my subscription expires?

Q03. What payment methods are available?

Q04. How secure are my banking details?

Q05. How secure are my Credit Card details?

Q06. As a Financial Advisor, should I use the calculators in the advice process, will I be FAIS compliant?

We accept these cards