The service team at Advanced Financial Software, Ltd. Co. continues to work 6 days a week to promptly service your most urgent needs. We thank you for your continued business and understand the need to merge offices in these uncertain times. This is a reminder of our post merge service fee 80-20 rule:
- There will be an immediate 20% service fee discount for the ledger being merged into the merging office.
- This discounted service fee will be added to the service fee of the full ledger merging office.
- Please ensure and notify our administrative team at admin@afshq.com if and when the merged office ledger balance falls below 120%. The merged 180% service fee will revert back within 30 days to the original 100%.
- Example:
- Office1 will merge into office2 and both pay $200 per month each for AFS Vanguard service for a total of $400 per month.
- Office1 and office2 have both a $500,000 ledger balance as of 12/31/20 merge date.
- On 1/1/21, $200 service fee is discounted 20% to $160.
- Surviving office2 with a $1,000,000 ledger monthly service fee becomes $360 per month on 1/1/20.
- On 1/1/23 surviving office2 ledger balance drops below $600,000. Office2 notifies the AFS admin team at admin@afshq.com ledger has dropped below 20% of the original office1 $500,000.
- Surviving office2 new monthly service fee discounts back to $200 per month 30 days later on 2/1/23.
