SMART Sign Up - Australian Financial Group

First (Preferred) Name*

Last Name*

Organisation Name*

BDM Name*

ACL Number*

ACN Number

Branding

Branding details for your SMART Campaign - What your clients will see

Trading Name*

Phone

Fax

Mobile

Postal Address

Street Address Address Line 2 Suburb State Postcode

This address will be shown in your SMART emails to your customers.

Email*

Website

Campaigns

Welcome Campaign

Yes

The first campaign sent to your contacts and customers to let them know about the sort of information they will receive from you, as part of the SMART communication suite.
This campaign is compulsory to allow customers to unsubscribe up front if they wish

Thank You Campaign

Yes
No

Thanks customers for their recent business and includes an online feedback survey. All survey respondents across SMART members' customers go into a monthly competition to win either an Apple Watch Sport or a $500 gift card to either Bunnings or Coles Myer (at no additional cost to you).

Three Year Anniversary Campaign

Yes
No

Sent to customers three years after the settlement of their loan and prompts them to get back in touch with you.

Birthday Campaign

Yes
No

A personal touch point on the morning of your client’s birthday.

Christmas Campaign

Yes
No

Christmas greetings sent to all of your FLEX contacts in early December (you will be given the option to exclude individual contacts from this campaign).

Red Alert Email Campaign

Yes
No

An ‘invitation to review’ email sent each month to your customers who are listed with a red alert flag (risk of discharge) in FLEX.

Rate Alert Campaign

Yes
No

Monthly email to your contacts and customers advising them of the RBA official interest rate announcement. (Please note we do not send this campaign in the month of January as the RBA don't meet).

Loan Tracker Campaign

Yes
No

Sent to your customer during the application to settlement period and keeps them informed of what to expect at this time.

Annual Prospecting Campaign

Yes
No

Designed to convert your prospects into active customers, this campaign is sent each January and September.

Haven Newsletter

Yes
No

Haven is AFG’s quarterly newsletter campaign for your customers and contacts, customised with your details and branding. It is available as an email and direct mail printed version. You can have a combination of both types of newsletter: some of your contacts might prefer an e-version whereas others will like a hardcopy to arrive in the mail. We also offer the option of additional unaddressed printed newsletters with your logo and contact details included.
The cost of Haven is an additional cost of SMART of $30 per quarter. Additional unaddressed printed newsletters: $3.15 per newsletter.

Please specify the number of additional unaddressed newsletters you would like

Minimum of 20 applies.

SMART Website

To register for your SMART Online website, please visit Help and search for SMART website registration. You can view the 20 colour templates available and once this online form is submitted we will create your new SMART Online website (a confirmation email will be sent to you).
There is no additional cost for your SMART website, these sites are included as part of the base monthly fee.

Do you require a SMART Online website?*

No
Yes
Please add me to my organisation’s existing SMART website

Great, we’ll give you instructions on how to register for your SMART website once this form is completed.

SMART Branding

Logo & Photo

Drop files here or

Please upload your company logo and/or photo as a high quality EPS vector or JPEG. Photos are best supplied as a head/shoulder shot and are optional for SMART.

Business SMART

Sign Up for Business SMART*

Yes
No

Commercial SMART

Sign Up for Commercial SMART*

Yes
No

Offer Terms and Conditions

Do you accept the below Terms and Conditions?*

Yes

The SMART Program is the AFG marketing platform which includes targeted marketing campaigns, activities and services to assist AFG brokers. AFG is offering:

AFG is offering:

$0 set up fee (save $300);
a waiver of SMART fees for 1 month (save $137.90);
a waiver of Business SMART fees for 6 months (save $299.70);

to all attendees of the 2019 AFG NEXT conference, who are not already SMART members, who elect to participate in the SMART Program (the SMART NEXT Offer) on or before 16 December 2019.

By electing to participate in the SMART Next Offer, the Member agrees to the following terms and conditions:

To be eligible for the SMART Next Offer, the Member must not be an existing SMART member.
The Member acknowledges that only AFG Business accredited Members are eligible to participate in the Business SMART component of the SMART Program.
If the Member's AFG Business accreditation is cancelled, suspended or terminated, AFG will immediately withdraw the Member's access to Business SMART.
The Member must submit an online SMART sign up form (available at https://www.afgonline.com.au/smart-registration-including-next-offer/) on or before 16 December 2019 to accept the SMART Next Offer.
The Member agrees to pay the applicable fees and costs relating to SMART and BUSINESS SMART after the applicable SMART NEXT Offer fee waiver period expires. All SMART and BUSINES SMART fees and costs are set out in HELP - https://help.afgonline.com.au/hc/en-us/articles/115012572488-Understanding-your-AFG-service-fees.
The Member may give AFG 30 days' notice in writing at any time to cancel its participation in SMART and/or Business SMART.
The Member acknowledges that Business SMART is a "SMART Campaign" as defined in the Member Marketing Schedule to the AFG Member Agreement between the Member and AFG.
The Member agrees that the terms and conditions set out in the Member Marketing Schedule apply to the Member, and its Intermediaries, participation in Business SMART. The Member agrees that if the Member Marketing Schedule is terminated, neither the Member or its Intermediaries will be entitled to access SMART or Business SMART.
The Member acknowledges that AFG may terminate SMART and/or Business SMART at any time in its sole discretion by giving at least 30 days' notice in writing to the Member.
All terms defined in the AFG Member Agreement between the Member and AFG have the same meaning in these terms and conditions.