PORTIA
Referral & Reference Program Rules and Regulations
Please note that Thomson
Financial reserves the right to change this program at any time.
- A
"qualified referral" is defined as: a prospect with a budget and plan
to purchase a Portfolio Management or Performance system. In addition a demo of
PORTIA must occur at Thomson Financial or at the prospect site within 90 days
after the referral is provided to Thomson Financial. The client should provide
the referral information to Thomson Financial in writing on company letterhead.
To earn points if the qualified referral purchases PORTIA the sale must take place
within one year of the notification letter.
- After a reference call
or visit has been performed, please complete a Client Reference Form to notify
Thomson Financial of this and other related information to the event. For clients
wishing to redeem points, a Point Redemption Form should be completed and signed
by an authorized employee of your firm.
Both forms are available on the Thomson
Financial Web page or from your Relationship Manager. Please fax the completed
forms to your Relationship Manager.
- Awards for training and consulting
days or admittance to the PORTIA Users' Conference do not include travel expenses
- it is the client's responsibility to pay for travel-related expenses for either
your personnel or Thomson Financial staff.
- Percentage-based awards
are based on the US dollar equivalent of the original contract value to ensure
the program has the same value in all countries and currencies.
- Clients
participating in more than one reference activity with the same prospect shall
receive points from the higher point activity only.
- A maximum of five
(5) American Express gift certificates will be awarded per client in any one calendar
year.
- Consulting awards are limited to a maximum of two (2) days per
year of staff consulting. Training at the client site is limited to two (2) days
per year. All training and consulting awards are dependent on availability.
-
This program takes effect on August 1, 2007. Points from other reference programs
prior to this one are subject to the guidelines of those programs.
-
All referral points expire within three years from the date of the reference provided
or the date of the letter notifying Thomson Financial of a qualified referral.
-
Referral cannot be from the business unit that is searching for new portfolio
management system.
.