SAS-FAB Services Questionnaire Survey

Security Classification is Confidential when completed.

Welcome to your SAS-FAB questionnaire, From your answers our team will be able to recommend the best solution to support your requirements. If you would prefer to complete this questionnaire with one of our team please contact us on XXX.

You are able to populate this questionnaire over a series of visits. If you need to pause please click the done button at the bottom of the page and then when you are ready to return use the original link which will take you back to where you left off.

1.How long would you like the SAS-FAB service for?

3-months (minimum term)

6-months

9-months

12-months

2.What is the size of the data file you would like to transfer?

3.How many end users will you require?

4.How many contacts do you expect to transfer?

5.How much Client Money do you expect to transfer?

6.Do you have specific server hosting requirements?

7.Do you require the Bulk Email Service?

Yes

8.How many emails would you want to send per month?

9.Do you require the SMS Service?

Yes

10.How many SMS would you want to send per month?

11.Do you require PBX integrated phone service?

Yes

12.How many phone lines would you need?

13.Please select which of the following services you would like installed on the platform:

General Compliance Measures

Compliance PEP/Sanctions/KYC / SARS / Vulnerable Customer & Case Management

Open Banking account verification of owner

Secure Document Storage [ Box.com or Google integrations

14.Do you want full customisation capability?

Yes

15.What customisation will you require?

16.Do you require SAS-FAB Bureau support services?

Yes

17.How many Bureau support hours, per month, will you require?