Proposition FAQs
Are multiple licenses required?
If a client has 10 Trustees, 1 Administrator and 5 Investment Managers, are 16 licences required? Do we need to activate CCH OneClick for 16 people?
Do we have the right to ring-fence documents/messages for the different party groups associated with the scheme?
If an example client you have is "Pension Scheme A" and it has 10 Trustees, 1 Administrator and 5 Investment Managers.
All of these people will need access to Pension Scheme A, without seeing messages or documents belonging to other people.
Assuming that you are only sending documents relating to the Pension Scheme, only 1 licence is required.
All 16 contacts have access to the portal and when documents are sent, you can select which of the 16 you are sending them to. The other contacts would not see the document.
Can I de-activate, suspend or equivalent in-between projects with clients?
As an Advisor I want to use CCH OneClick to communicate with clients for time bound objects. However, the projects typically only last a few months and I can then go months or even years before I work with these clients again on further projects. What happens if they have CCH OneClick active whilst the project is being done and then they deactivate (or suspend) it until they do another project for the client?
1. Can I de-activate, suspend or equivalent in between projects?
2. Would existing data remain in Messages & Documents whilst deactivated or is this deleted?
3. Would I be charged for Messages & Documents whilst de-activated?
The system does not permit Advisors to activate and de-activate indefinitely. The system has a limit of 2 de-activations per client. After 2 de-activations, the client would be de-activated permanently. You will only be charged for activated clients. De-activated clients won't be charged for.
What is a Client?
An individual, business or trust to whom an Advisor has a contract to provide a service
- With this definition, any combination of Messages and Documents and Open Integration ascribed to a client will fall under one single chargeable event
- This means that we do not charge the same client multiple times where they have more than one source of income