InfoSlips Presentation April 2012

“The World uses 400 million tons of paper every year. Enough to cover all the Kruger National Park every two and a half minutes.” documents re-imaginedRe-imagine your documentsBecome paper-less “Wicked take on the Billing statement @vodacom ...Dig the flip through mag & use of InfoSlips” Tweeted by MaliniM @malinimoodley

Why InfoSlips? Just replacing paper documents with exact electronic representations misses an opportunity to connect and communicate with each recipient.Increase Value Reduce Costs InfoSlips supersede paper representations of documents with an interactive and personalised way. Allow each recipient to consume and interact with information on their own terms and in the way they prefer, using their computer, mobile and paper. Think and wonder, wonder and think. - Dr Suess www.InfoSlips.com

Addressing Client Touch points An InfoSlips templateallows the designing of asingle composite packagewith a common source of data to address alltargeted communication channels at time of compilation. www.InfoSlips.com

Customers1st Contact Services,ABC Enterprises,ABC IT Solutions,Absolute Payroll Services,Accenture SA,Accsys,Accsys Bureau,Acushnet SA,Adcorp,ADP,ADP (Outsourcing),AdvanceNet,Advtech,AfricOil,Africa Institute Of S A,African Clinic Research ,African Eagle,African Realty Trust,Afripex,Afrivet Business Mng,Afrizan ,ersonnel,Agfa Health,Aircom International,Albaraka Bank,Alcatel-LucentSA,Alcon Laboritories,Alexander Forbes,All Payroll Solutions,Allan Gray Limited,Alliance ,ne Tabacco,Altiris,Amadwala Financial Sol,Amatenda Group,Ame Africa,American Express,AMSCO,Aon SA(Pty)Ltd,Arc,Arch Water Products,ArjoHuntleigh SA,Arlona ,ngineering,Ascent Technology,Assign Staffing,Astrazeneca Pharmaceutical,Atlas Finance,ATM Solutions,Automated Outs. Services,AvnicTrading,BA Business Services ,arko Financial Services,Barloworld,Barrick Africa,Bass Gordon,Bausch & Lomb,BDO Spencer - Dbn,BDO Spencer - Jhb,Beckman Coulter,Bedrock MS,BestchoicePayrolls,Bestmed,Beyachad Jewish Community ,Beyond Outsourcing,Big Media,Bigen Africa Group Holding,Biotherm Energy,BKS,Blockbusters Entertainment,Blue Ink ,nvestments,BMW FinancialServices,Bond Exchange of SA,Boston City Campus,Boston Scientific SA,Botswana AC,Botswana Ash,Botswana Building Society,Bravura Equity,Britehouse,Bromide Technologies,BroubartSecurity,Buckley HR & Payroll - Std,Buddingtrade 87,Building Ind Barg Council ,Bula Technologies,Burkert ,ontromatic,Business Edge Systems,Business Intelligence Alliance,Business PartnerLimited,Capitec Bank,Cargo Carriers,Cedar Employee Benefits,Cellucity,Chavda & ,ssociates,Chemical Services,Chemimpo,Chep,Churchills,CIB Insurance Solutions,Cinemark,City Lodge HeadOffice,City Power,Clientele Life,Cohen Consulting,Colliers ,nternational,Colors Fruit SA,Columbia DBL,Common Ground,Communication Products,Compensation Technologies ,Conekt BusinessGroup,Connection 42,Connex Travel,Consulta MC,Contract Management Soluti,Control Instruments Auto,Cool Chain Group,Cornastone Consulting Grp,Cornwall College,Council onHigherEducation,CQS ,echnologies,Cricket South Africa,CTI Education Group,Ctronsoft,Cullinan Holdings,Cyan ES,D Q & A South Africa,Danfoss,Data World,Dawn Medical Distributors,Dawn,ing,DBSA,Debtmanager,Delheim Wines,Dell,Deloitte & Touche,Democratic Alliance,Denel Personnel Solutions,Derivco,Dialogue Group SA,Dimension Data,Direct Axis,Discovery,Discovery Life,DoleSouth Africa,Dormac,Doxa Deo,DPE International ,Duys Engineering Group,Eagle Financial Solutions,EDI Holdings,Elbroc Mining ,roducts (in,Elliott International,EMSS Trust (inactive),Endress &Hauser,Enhanced Benefits,Equipment Spare Parts Afri,Ernst & Young - Jhb,Ernst & Young Head ,ffice,Ernst & Young Windhoek,Europ Assistance,Everest,Exclusive Books,Execujet,Experian SA,ExtraExpertise,FHBC,Fifth Quadrant,Fihrst,Finfokus,Finlogic Payroll ,olutions,Fire Control Systems,First National Bank,First World Trader,Fleet Africa,FLN Trust-Davis Langdon,Flywell TravelAgencies,Franklin Electric SA,Front Range ,olutions,Fugro Airborne Surveys,Fusell Management Services,G02Africa,G4S Intergrity Assesments,Gatewage,Gauteng Enterprise ,Gauteng GamblingBoard,GBP T-A Clarins,Genesis Analytics,Gillard Auto Investments,Glocell,GLS Consulting,Goldfields,GP Retail Operations,Grant Thornton - Pta,Grant Thornton Jhb,Growthpoint,H R,oncepts,Habari Media,Hannover-Reinsurance,Hans Merensky Holdings,Hatch Africa,Hellermann Tyton,Hermans & Roman Property ,Hirt & Carter,HL Hall & Sons,Hollard ,dmin,Hollard InsuranceBotswana,Hopelands Cancer Centre,Howden Africa,HR Capital,HRD Health,Huge Telecom,Hulamin,Hunters,Hydro Door Gates ,I Q PC (inactive),IBM ,A - Proctor & Gamble,iBurst,iConnect,ImperialBank,Imperial Log & Trans Exec,Imperial Log & Trans NExec,Inala Technologies,Indwe Risk Solutions,INEOS Silicas,InfoSlips,Infraburo,Ingersol Rand Company,INTCS,Integer,Integr8 IT,Integrasol(inactive),Integrated Cyber Solutions,Intervate,Investec,Invoicing Base - ,oftline VIP,Iritron,Isilumko Staffing,IT Master,Italtile,ITS,ITS - NMMU,Jacana Media,Jacaranda FM,JD Group,JHB Church ofChrist,JHI,Johannesburg City Parks,Johnsons Controls,Jones & Wagener,JSE Limited,Juta,Karl Storz Endoscopy SA,KGA Life,Khumo Property,Kyoceramita,Labsol Consultants,LandbouNavorsingsraad,Larox,Lateral Dynamics,LCS Payroll Bureau,Leader Rubber Company,Leaf International Comm,Likusasa,Limited Editions,Linpac Packaging,Lion of Africa,Lizz Abrahams Acc &Salary,Logic Group,MA Manning & Associates,MacPhail Distributors,MacRobert Inc,Maitland Fund Services,Manhanttan Hotel,Manpower SA,Maranatha Record Co.,Markinor,Marmoran,MasetlaokaScott Wilson,Masterfleet,Masthead,Matlejoane Staffing ,Mazars Moores Rowland CTN,Mazista,Mecs Africa,Medhold ,edical,Media Works,Medicover ,Medtronic Africa,Megastarter Biotech,MercantileBank,Merseta,Micro To Mainframe,Micromega Holdings,Microsoft,Miller Bosman Le Roux,Modfin Consulting,Modfin Systems,Mol - South Africa,Motion,Mott Macdonald,MTN,Mustek,MvelaphandaManagement,MW Administration Service,Nakatomi,Nat. Nuclear ,egulator,National Renal Care,Nedcor,Nemisa,NETgroup,Netpay Solutions & Service,Nissan Diesel,NMISA,Noah FinancialInnovation,Noble HR Solutions,Novo Nordisk,NPC ,lec T/A Panasonic,nVisionIT,OCSA,Old Mutual,O-Line Support Systems,Omega Risk Solutions,One Digital Media,Open Outsourcing (Nike),OpenSociety Initiative,Origen ,A,Outsource Services,Outsurance,Ovations,Oxfam,P3 Business Solutions,Pangbourne,Pay Station,PayPack IT,PEAC,Pendula Trainers,Pentravel,People Practices,Petzetakis,frica,Pfizer,Phakisa Labour Consultants,Pharmadynamics,Phukubje Pierce Masithela ,Pienaar & Partners,Placecol Cosmetics,Platinum Health,Plumblink,Polmed,PPS,Praxis,PricewaterhouseCoopers,Primedia,Primedia Publishing,Primedia@Home ,Pro Solutions,Profert,Professional Make-up,Project Concern Int,Pronto - ,arrick,ProtechKhuthele,Psion Teklogic Africa,Public Servant Association,PWC - Jhb,PWC Bloemfontein,PWC Cape Town,PWC Durban,PWC PE,PWC Pietermaritzburg,Ransome ,ussouw,Reckitt Benckiser,,Red ManTechnologies,Regent,Remchannel,Rentokil,Resilient - Pangbourne,Resolution Health,Reutech Solutions ,Rfadministrator,RFS Holdings,Richmark Holdings,Rio Doce South Africa,Rio TintoManagement Servi,Risma,Rodel Financial Services,Rodio Rosond,Route 21 Corporate Park,Royal Malewane,S A , A,SA Home Loans,Sabic South Africa,SabMiller Africa & Asia,Saice Professional,SALTEssential IT,Samancor,Sanlam Developing Markets Limite,Satreno Consulting,Schenker SA,Schering Plough,Scor Africa,Sectional Trust,Seda,Sekoko Resources,Semikron,Services Seta,SevenBridges,Sherwood,Shoe City,Singita Management ,ervice,,Siphethe Coal,Sithabile,Sizwe Ntsaluba,Small Business Accounting,SMB Solutions,SMC,Snc Lavalin South Africa ,Sodexo SA,SoftlineVIP,SoftwareAG,Solenta ,viation,Solenta Investment Holding,Solidarity,Solit Arms,Soma Initiative,Somerset College,South East Node,Spectrum Valuation Service,Spotlight Interactive,St StithiansCollege,STA Travel,Standard Bank ,Stefanutti Stocks Civils,Stonehage Financial Serv,,Stratcorp,Supercare,SuperGroup,Supergroup Fleet ,frica,SuzanneSteyn,Symplexity,SynergyGroup,TalentLine,Taquanta,Teba Limited,Templates Company,Tetra Pak,Thales Defence Systems (Pty) Ltd,Thawte Consulting,The ,ocus Group,The Jupiter DrawingRoom,The People Business Group,The Phone House,The Talent Team,TheFirstHouse,Thompsons Africa,Thornybush,Thyssenkrupp Engineering,Time Quantum,Titan Trade,Tlhalefang,TokologoTechnical,Tomahee,Tongaat-Hulett,Top Admin Services,Tradebridge,Tradeskills 123,Transnat,Trencor Services,Trialpha (SA),Trialpha Investment,Trivector,Trudon,Tshikululu SocialInv,UCS,Umsinsi Health Care,USB Executive Development,Van De Wetering Engineer,Vastech SA,Vatit,Vela VKE Consulting,Venture Otto,Ventureweb,Vhumbanani Projects,Viglietti Motors,VikingMedical & Surgical,VIP Placements,Virgin Active,Virtually HR,VWSA,WAPPoint,Water Research Commission,Wireless Data Services,Wireless Hotspot,WK Wilton,WorldsviewTechnologies,WorleyParsonsSA,Worx HM,Xpert Group,Yum ,Zest Electric Motors; Vodacom, Johannesburg Stock Exchange. www.InfoSlips.com

documents re-imaginedDemonstration

www.InfoSlips.com

What makes InfoSlips special? Dynamic and Safe and Secure (Legislative Interactive (Graphs; Drill Compliance; through; Sorting; Security) Filter) Communication Content Driven by Tool Profiling and rules (Documents; Personalised (Tabs; Banners; Forms; Surveys; Recipient Text; Behaviours) Social Media) Focused Experience “Wicked take on the Billing statement @vodacom ...Dig the flip through mag & use of InfoSlips” Tweeted by MaliniM @malinimoodley www.InfoSlips.com

Customer lifecycle Acquire Delight Retain Renew Bill Email Online & Print FAIS/ RICA / FICA Educate Personal Info UpdateAcquire Renew Transpromo Up Sell eMagazine / Cross Sell Loyalty Social Statement Media www.InfoSlips.com

Specialised Vertical SolutionsFinancial Benefits Human Stock Telecoms Insurance Investment Education SurveysServices Admin Resources Brokers Payslips Member (Proforma) Member Broker Notes Perception Statements StudentInvoices with Benefit Unit Trusts Statements query Statements Total Reward Individual Statements Bills Broker Letters Policies 360 Statements (IncreaseStatements etc.) with drill Intermediary Bursary Statementsthrough to Statements Statements invoices Surveys Tax; Credo Letters Satisfaction Share Corporate Bills TrusteeRemittance Commission Payslips Reports Nomination Communi- Commission (Qualitative; cations Benefits Quantitative) www.InfoSlips.com

Statements and Invoices• Quicker Payment documents re-imagined (Improve cash flow & reduce debtors days)• All information at hand (Reduce Queries) (Drill though from statement to invoice to POD)• Process queries quicker (Automated requests have context & routed to correct place)• Pay direct from invoice (Direct link to payment gateways)• Allow customer interrogate information (Filter; Search; Sort; Export to Excel)• Cross sell & educate (Profile client and include offer; include product information)• Deliver via mobile, email, online and print & post “Wicked take on the Billing statement @vodacom ...Dig the flip through mag & use of InfoSlips” Tweeted by MaliniM @malinimoodley www.InfoSlips.com

Vertical Solution Workflow Compile & Deliver & Recipient Workflow & InterfaceData Pre-Process Feedback back to Archive Distribute Interaction Action host Workflow www.InfoSlips.com

The Value Stack (Differentiator) Social Media Integration } Consolidated Solutions Data Agreements Vertical Solutions 2 Way Communication Interactivity (InfoSlips) Delivery Channels Source Interfaces Management Tools Traditional (PDF / email) } Competitors www.InfoSlips.com

Legacy… Document Document Recipient Document Document Document Document www.InfoSlips.com

Consolidate from data sourcesSource ASource B InfoSlipSource C RecipientSource DSource ESource F www.InfoSlips.com

Personal User Key Card www.InfoSlips.com

documents re-imaginedThe process

Kickoff Meeting Technical Modelling Business Channel Channel Channel Period 1 Architecture NDA Mock Up Take-on Data Build Review Contract Viewer Workshop Risk Final DRP Security Template Period 2 Take-on process Final Pricing Trial and Test Sign Off Recipient Communication Launch Date Period 3 Sign-Offwww.InfoSlips.com Go Live

Design ProcessYou are here Customer Internal Present Present Build Workshop Brainstorm lo-fi mock-up hi-fi mock-up template www.InfoSlips.com

What happens behind the scenes www.InfoSlips.com

Design process: lo-fi mock-up www.InfoSlips.com

www.InfoSlips.com

Design process3. Present lo-fi mock-up for sign off with associated documentation : • The refined project goals • The proposed information architecture • Project plan with target dates4. Produce hi-fi mock-up & scenario walkthrough • Refinement of lo-fi mock-up including correct CI applied www.InfoSlips.com

hi-fi mock-up example www.InfoSlips.com

Design process5. Build InfoSlip Template • Data is fused with the design for the first time6. Test InfoSlip with live historical data • Included usability testing if required, rework as required7. Sign off & go-live www.InfoSlips.com

Run process Archive New Recipients Redo InfoGo Welcome Pack Logoff Notify Logon ReleaseUpload & Wait email notification Check Previous Files Ready to Go Trial Run Recipients email InfoSlips Automatic Optional Automatic Automated Service Process Web Service SMS Publish to Web Site www.InfoSlips.com

The PPI Bill –In a NutshellPersonal information may only beprocessed where the data subject hasgiven consent for the processing or tocomply with a legal obligation to whichthe data subject is party to or to protectthe interests of the data subject or forthe proper performance of a public lawduty and finally to uphold the legitimaterights of a third party to whom the datais supplied. www.InfoSlips.com

Architecture

Architecture – 3 Areas InfoSlips InfoSlip InfoSlips The package Website Engine that the For recipients recipient andUsed to compile Receives managers InfoSlips via email www.InfoSlips.com

InfoSlips Engine Source System Data Extracted Data Sent Data Sent to InfoSlips to InfoSlips Database SFTP Upload Web XML Email Physical (Push; Pull) (HTTPS) Service Storage Log Management InfoSlips Workflow Process Listener 6 3 2 1 5 4 CompileOnline Archive Pre- Send Package (InfoSlip; SMS; PDF)Access Processor Queue www.InfoSlips.com

Architecture – 1. Pre-processor InfoSlips Workflow Process 6 5 4 3 2 1 Online Archive Compile Pre- Send Package Access Processor• Processes data from source system• Converts to XML• Standard InfoSlips XML format• Standardisation facilitates consolidation from multiple systems www.InfoSlips.com

Architecture – 2. Compile InfoSlips Workflow Process 6 3 1 Online 5 4 Archive 2 Pre- Send Package Compile Processor Access• Combines XML data from Pre-processor with InfoSlip templates.• Creates an InfoSlip (.ifs) and/or SMS and/or PDF• InfoSlip is compressed and encrypted www.InfoSlips.com

What are InfoSlips templates 2 Compile• Collection of files that are paired with the data source for each recipient to produce an InfoSlip for each recipient.• Transforms the data (XML) into the interactive, visual and engaging package that is an InfoSlip and/or SMS and/or PDF and/or email body. www.InfoSlips.com

Where templates fit in… 2 Compile XML From pre- processor Package Compile (InfoSlip; SMS; PDF) Template From source control Sent (eMail; Web; SMS) Images &Stylesheets Transformation Opened (XSLT) By Other files Interactivity Recipient(Anything from Acrobat to Zip) (JQuery; Script) www.InfoSlips.com

What goes into a template? 2 Compile• XSLT (Extensible Stylesheet Language Transformations) – Each .xslt gets get compiled into a .htm file in .ifs package or PDF or plain text SMS or email body. – Can have multiple .xslt files in package (for multiple tabs, print versions etc - .ifs only) – Can generate other file types (Excel etc.)• Interactivity (InfoSlips only) – JavaScript, HTML5, Action Script; JQuery – Used to generate the graphs, data sorting and searching etc www.InfoSlips.com

What goes into a template? 2 Compile• Images & Cascading Stylesheets – Look and feel (colours, logos buttons etc)• Tabs Definition file – To control the tabs in the InfoSlip (.ifs)• Print Templates – Per Tab, used to control the printer (margins page orientation etc) www.InfoSlips.com

Architecture – 3. Archive InfoSlips Workflow Process 6 5 4 3 2 1 Online Compile Pre- Send Package Archive Processor Access• InfoSlips are Archived for x years• Recipients and Administrators are given access to resend InfoSlips. www.InfoSlips.com

Architecture – 4. Create Email InfoSlips Workflow Process 6 5 4 3 2 1 Online Archive Compile Pre- Send Package Access Processor• Package into: – InfoSlips Package (.ifs file) – PDF (email or Print) – SMS – eMail Body Only www.InfoSlips.com

Architecture – 5. Send Email InfoSlips Workflow Process 6 5 4 3 2 1 Online Archive Compile Pre- Send Package Access Processor• Package is sent to recipient via – Email – SMS – Web (Purl)• Full exception report is generated – Non-delivery / Errors www.InfoSlips.com

Architecture – 6. Online Access InfoSlips Workflow Process 6 5 4 3 2 1 Online Send SMS Create Archive Compile Pre- Access /e mail Email Processor• InfoSlip / PDF / SMS is made available to recipient via InfoSlips.com website• All archived InfoSlips / PDF / SMS are available for resend www.InfoSlips.com

Feedback System 1. Submit data from InfoSlip Web Email Service (HTTPS) POST 5. POST www HTTP / HTTPS HTTP / HTTPS Mail 2. Mail 3. Web Server Agent Service8. FTP 6. FTPCustomer www (File) (File)System 4. Polling & Web 7. Web Rules Agent Service Service Staging Database Create Send New SMS InfoSlip www.InfoSlips.com

Feedback – 1. Submit Data 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• InfoSlip detects connectivity• If connectivity then displays “submit”• If no connectivity displays a message• Recipient updates data on an InfoSlip and presses submit www.InfoSlips.com

Feedback – 2. Mail Agent 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Polls the InfoSlips mail box• Unpacks the mail body or attachment payload and formats into XML• Write the XML to the staging database* Not very secure www.InfoSlips.com

Feedback – 3. Web Service 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Receives data via HTTPS• Writes XML payload to staging database• Write the XML to the staging database * Extremely secure uses HTTPS and Digital Certificate www.InfoSlips.com

Feedback – 4. Polling and Rules 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Service that activates every n seconds• Invokes required sending agent (FTP; Post; Web Service or InfoSlips create) based on template rules and passes XML payload.• Retries and log’s delivery failures. www.InfoSlips.com

Feedback – 5. Post 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Does an HTTPS Post back to a URL with the XML payload.• Raises failure events if required.* Extremely secure uses HTTPS and Digital Certificate www.InfoSlips.com

Feedback – 6. FTP 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Takes XML payload and writes to a local file.• Moves file after n seconds to FTP location. www.InfoSlips.com

Feedback – 7. Web Service 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Invokes web service call matching clients WSDL.• Sends XML payload.• Raises events for failures. www.InfoSlips.com

Feedback – 8. Customer System 8 7 6 5 4 3 2 1 Customer Web FTP Post Polling & Web Mail Submit System Service Rules Service Agent Data• Receives XML payload via Web Service, FTP of POST back.• Process XML payload. www.InfoSlips.com

SMS Feedback 1. Reply to SMS SMS Gateway POST 5. POST www HTTP / HTTPS HTTP / HTTPS 3. Web Service8. FTP 6. FTPCustomer www (File) (File)System 4. Polling & Web 7. Web Rules Agent Service Service Staging Database Create Send New SMS InfoSlip www.InfoSlips.com

Thank You

“The World uses 400 million tons of paper every year. Enough to cover all the Kruger National Park every two and a half minutes.” documents re-imaginedMobile PayslipsBecome paper-less “Wicked take on the Billing statement @vodacom ...Dig the flip through mag & use of InfoSlips” Tweeted by MaliniM @malinimoodley

Addressing Client Touch points An InfoSlips templateallows the designing of asingle composite packagewith a common source of data to address alltargeted communication channels at time of compilation. www.InfoSlips.com

SMS www.InfoSlips.com

23/11/12 Net Pay R7,082.23paidEarnings:R10,876.12Deductions:R2999.87Reply with email or faxfor full payslip or help. www.InfoSlips.com

Smartphone Payslip

www.InfoSlips.com

Entry Level Phone Payslip

www.InfoSlips.com

MMS Payslip

www.InfoSlips.com

Item TextItem TextItem TextItem Text www.InfoSlips.com

Secure Printed Payslips• Envelopes vs. One step sealed – Just as secure – Multiple pages per envelope for letters, tax certificates, newsletters etc. – Fully automated process• Archive – 5 year electronic archive – No copy payslips needed - online access• Easy conversion to electronic distribution via mobile and email www.InfoSlips.com

Total Compensation StatementWalkthrough

InfoSlip TabsSummary Payslip Benefit Statement Share Statement Personal Details www.InfoSlips.com

Summary Page The landing page is what the employee sees first and provides a high level overview of their total compensation. Value-added, promoted items and links to external sites. A graphical representation of the employee total compensation. Exact Items included is to be finalised. www.InfoSlips.com

Summary Page The beneficiary nomination form is attached as a PDF for printing. www.InfoSlips.com

Payslip The payslip includes a summary of the employee remuneration. Included is a graphical breakdown of the employee earnings. A graphical leave calendar (Data permitting) A detailed payslip with drill through into each section. www.InfoSlips.com

Payslip - Dialog Each section in the payslip (Payment items, annual accumulations, other, etc.) can be clicked on to show the detailed line items. Optionally a line item query can be added. This will open a prepopulated email. www.InfoSlips.com

Shares Statement The share statement tab provides information on the employees shares. There are three main sections. - The summary - The Market Valuation section - Share history and transaction list. www.InfoSlips.com

Shares - Summary The Share Statement Summary provides a snapshot of the market valuation of the shares held and a graphical breakdown of the options exercised. www.InfoSlips.com

Shares – Market Value The Share Statement Market Valuation gives detail on the shares held, their market valuations, costs and net values. www.InfoSlips.com

Shares – History The Share history give a detailed view of the transactions over time. This table can be sorted by column and filtered on Date, Date Available and Date taken up. Optional search functionality can be added allowing the recipient to search for a particular transaction. www.InfoSlips.com

Tooltips Tooltips can be set up on items in the statement. This will enable the recipient to get notes and information on the item they are viewing without scrolling down and loosing context. www.InfoSlips.com

Benefit Statement The member benefit tab contains a summary of share of fund as well as including a graphical breakdown of SOF. A benefits section outlines the cover the employee has. The contributions section gives detail of company and AVC. Tables for unit prices and returns are included. www.InfoSlips.com

Benefits - Summary The summary includes text and graphical elements detailing the share of fund for the employee. www.InfoSlips.com

Benefits – Benefits Table The benefits table provides a high level overview of the employee’s benefits. www.InfoSlips.com

Benefits - Tooltips This table also acts as a menu, as much of the content can be either hovered over, or clicked on, displaying more detail for that item. www.InfoSlips.com

Benefits - Contributions The contributions section outlines the employee additional voluntary contributions. www.InfoSlips.com

Benefits - Contributions As with the market valuations table, items in the table can be hovered over or clicked on, providing notes and additional information. www.InfoSlips.com

Personal Details The personal Details section is broken up into three sections. Each of these sections can be updated separately. www.InfoSlips.com

EndThank You

InfoSlips Presentation April 2012

by InfoSlips

Accessibility

Categories

Upload Details

Usage Rights

1 Embed 1

Statistics

InfoSlips Presentation April 2012 Presentation Transcript