⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
Transitioning from ETF to Direct Debit
If you're currently paying via EFT and want to switch to Direct Debit for your AdviserLogic subscription, follow the steps to update your payment method for a seamless transition.
Email Request
Please send an email to our support team at [email protected].
Ensure the email is sent from the Practice Champion’s registered email address.
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
Receive and Complete Link
Once the request is received by email, the support team will send a link within the same email chain.
Follow the link to fill in the relevant fields with your bank account or credit card details.
After completing the required details, please notify the Support team through the same email chain.
Verification and Confirmation
The team will verify the provided payment details. Once the verification is complete, the support team will notify you of the changes.
📌 Billing Update
We will process your payments via Direct Debit starting from the next billing cycle. Please update your payment details to ensure uninterrupted service.