3RZHU/RJLFΠ30  30  30 VHULHV :HESDJHV

 &OLFN 6DYH FKDQJHV WR VHQG DQG VDYH WKH QHZ VHWWLQJV WR WKH PHWHU

8VHU DFFRXQW VHWWLQJV DYDLODEOH XVLQJ WKH ZHESDJHV

3DUDPHWHU 'HVFULSWLRQ

1DPH /LVWV WKH FXUUHQW XVHUQDPHV IRU DFFHVVLQJ WKH PHWHU <RX FDQ DGG D QHZ XVHU E\ W\SLQJ WKH XVHUQDPH
LQ D EODQN FHOO

7R UHPRYH DQ H[LVWLQJ XVHU VHOHFW WKH QDPH DQG SUHVV '(/(7( RQ \RXU NH\ERDUG

3DVVZRUG  /LVWV WKH FXUUHQW SDVVZRUG DVVRFLDWHG ZLWK HDFK XVHU $IWHU DGGLQJ D QHZ XVHUQDPH W\SH D SDVVZRUG
WR DVVRFLDWH LW ZLWK WKH XVHUQDPH $V \RX HQWHU FKDUDFWHUV IRU \RXU SDVVZRUG WKH VWDWXV EDU FKDQJHV WR
LQGLFDWH WKH SDVVZRUG VWUHQJWK ZHDN PHGLXP VWURQJ RU YHU\ VWURQJ 5HW\SH WKH SDVVZRUG LQ WKH
&RQILUP 3DVVZRUG ILHOG
*URXS 6HOHFW WKH JURXS WKH XVHUQDPH EHORQJV WR
‡ :HE 8VHU
‡ :HE 0DVWHU
‡ 3URGXFW 0DVWHU
127( <RX PXVW KDYH DW OHDVW RQH :HE 0DVWHU DQG RQH 3URGXFW 0DVWHU 8VHU  PXVW EH D :HE
0DVWHU DQG XVHU  PXVW EH D 3URGXFW 0DVWHU
/DQJXDJH 6HOHFW WKH ODQJXDJH WKH ZHESDJHV DUH GLVSOD\HG LQ IRU WKH VHOHFWHG XVHUQDPH

5HDGLQJ GHYLFH UHJLVWHUV XVLQJ WKH ZHESDJHV

<RX FDQ XVH WKH ZHESDJHV WR UHDG D VSHFLILHG EORFN RI 0RGEXV UHJLVWHUV IURP WKH
PHWHU RU IURP D VODYH GHYLFH ZKHQ WKH PHWHU LV DFWLQJ DV D JDWHZD\
 1DYLJDWH WR 'LDJQRVWLFV ! 5HJLVWHUV ! 5HDG 'HYLFH 5HJLVWHUV
 7\SH WKH DGGUHVV RI WKH GHYLFH \RX ZDQW WR UHDG LQ WKH 'HYLFH ,' ILHOG
 (QWHU YDOXHV LQ WKH 6WDUWLQJ 5HJLVWHU DQG 1XPEHU RI 5HJLVWHUV ILHOGV
 6HOHFW GDWD IRUPDW RI WKH UHJLVWHUV \RX ZDQW WR UHDG IURP WKH 'DWD 7\SH ILHOG
 6HOHFW WKH QXPEHU IRUPDW WKDW \RX ZDQW WR GLVSOD\ WKH YDOXH RI WKH UHJLVWHUV LQ
'HFLPDO +H[DGHFLPDO %LQDU\ $6&,, RU )ORDW
 &OLFN 5HDG
*R WR ZZZVHFRP DQG VHDUFK IRU \RXU PHWHU¶V 0RGEXV UHJLVWHU OLVW WR
GRZQORDG D FRS\

:HESDJHV 1HZ
$SSOLFDELOLW\
7KLV VHFWLRQ LV RQO\ DSSOLFDEOH IRU WKH PHWHU PRGHOV DQG WKHLU ILUPZDUH
YHUVLRQV DV VKRZQ LQ WKH WDEOH

0HWHU PRGHOV )LUPZDUH YHUVLRQ

30  30  30  30  DQG DERYH
30  30  30  DQG DERYH
30  DQG DERYH
30  DQG DERYH
30  30  DQG DERYH

 $OZD\V UHFRUG FKDQJHV RU DGGLWLRQV WR WKH XVHUQDPH DQG SDVVZRUG OLVW DQG VWRUH WKH OLVW LQ D VDIH SODFH

 +5%
:HESDJHV 3RZHU/RJLFΠ30  30  30 VHULHV

:HESDJHV RYHUYLHZ
7KH PHWHU¶V (WKHUQHW FRQQHFWLRQ DOORZV \RX WR DFFHVV WKH PHWHU VR \RX FDQ YLHZ
GDWD DQG SHUIRUP VRPH EDVLF FRQILJXUDWLRQ DQG GDWD H[SRUW WDVNV XVLQJ D ZHE
EURZVHU
7KH UHFRPPHQGHG EURZVHUV WR XVH IRU YLHZLQJ WKH ZHESDJHV IURP WKH PHWHU DUH
0LFURVRIW (GJH *RRJOH &KURPH 0R]LOOD )LUHIR[ DQG $SSOH 6DIDUL

:$51,1*
,1$&&85$7( '$7$ 5(68/76
‡ 'R QRW UHO\ VROHO\ RQ GDWD GLVSOD\HG RQ WKH GLVSOD\ RU LQ VRIWZDUH WR
GHWHUPLQH LI WKLV GHYLFH LV IXQFWLRQLQJ FRUUHFWO\ RU FRPSO\LQJ ZLWK DOO
DSSOLFDEOH VWDQGDUGV
‡ 'R QRW XVH GDWD GLVSOD\HG RQ WKH GLVSOD\ RU LQ VRIWZDUH DV D VXEVWLWXWH IRU
SURSHU ZRUNSODFH SUDFWLFHV RU HTXLSPHQW PDLQWHQDQFH
)DLOXUH WR IROORZ WKHVH LQVWUXFWLRQV FDQ UHVXOW LQ GHDWK VHULRXV LQMXU\ RU
HTXLSPHQW GDPDJH

:HESDJHV LQWHUIDFH
<RXU PHWHU FRPHV ZLWK GHIDXOW ZHESDJHV
7KH JUDSKLF EHORZ LV D UHSUHVHQWDWLYH VDPSOH WKDW VKRZV WKH W\SLFDO HOHPHQWV
<RXU PHWHU¶V ZHESDJHV PD\ DSSHDU GLIIHUHQWO\ WKDQ VKRZQ

$ 0HWHU EUDQG DQG PRGHO ' :HESDJH PHQX

% 8VHUQDPH ( :HESDJH FRQWHQW

& 0DLQ PHQXV

+5% 
3RZHU/RJLFΠ30  30  30 VHULHV :HESDJHV

$FFHVVLQJ WKH PHWHU ZHESDJHV

127(
‡ 7KH ZHESDJHV DUH DFFHVVHG WKURXJK WKH PHWHU¶V (WKHUQHW SRUW VR LW PXVW
EH FRQILJXUHG SURSHUO\
‡ ,W LV PDQGDWRU\ WR FKDQJH WKH GHIDXOW SDVVZRUG ZKHQ \RX DFFHVV WKH
ZHESDJHV IRU WKH ILUVW WLPH <RX FDQQRW EURZVH WKURXJK WKH ZHESDJHV
ZLWKRXW WKH GHIDXOW SDVVZRUG FKDQJH
‡ 7KH SDVVZRUG PXVW FRQWDLQ EHWZHHQ  DQG  FKDUDFWHUV ZLWK DW OHDVW 
QXPEHU  FDSLWDO OHWWHU DQG  VSHFLDO FKDUDFWHU
 2SHQ D ZHE EURZVHU DQG HQWHU WKH PHWHU¶V ,3 DGGUHVV LQ WKH DGGUHVV ER[
 (QWHU WKH 8VHUQDPH GHIDXOW $GPLQLVWUDWRU DQG 3DVVZRUG GHIDXOW 0$&
DGGUHVV ZKLFK LV XQLTXH IRU HDFK PHWHU
127( (QWHU WKH 0$& DGGUHVV RI WKH PHWHU ZLWKRXW FRORQ LQ FDSLWDO OHWWHUV
)RU H[DPSOH LI WKH 0$& DGGUHVV RI WKH PHWHU LV I WKHQ
SDVVZRUG LV )

:$51,1*
327(17,$/ &203520,6( 2) 6<67(0 $9$,/$%,/,7< ,17(*5,7<
$1' &21),'(17,$/,7<
5HFRPPHQGHG WR FKDQJH WKH GHIDXOW SDVVZRUG
)DLOXUH WR IROORZ WKHVH LQVWUXFWLRQV FDQ UHVXOW LQ XQDXWKRUL]HG
SHUVRQQHO DFFHVVLQJ WKH ZHE SDJHV

 &OLFN /RJLQ
 8VH WKH PHQXV DQG WDEV WR VHOHFW DQG GLVSOD\ WKH PHWHU
V YDULRXV ZHESDJHV
127( ,I WKH XVHU VHVVLRQ LV LQDFWLYH IRU D SHULRG RI  PLQXWHV RU PRUH
WKH VHVVLRQ JHWV WLPHGRXW DQG \RX QHHG WR UHORJLQ WR DFFHVV WKH
ZHESDJHV
 &OLFN /RJRXW WR H[LW WKH PHWHU ZHESDJHV

'HIDXOW ZHESDJHV
7KH PHWHU KDV D FRPSUHKHQVLYH VHW RI GHIDXOW ZHESDJHV WKDW HQDEOH \RX WR YLHZ
EDVLF HQHUJ\ DQG SRZHU TXDOLW\ YDOXHV ,2 DQG DODUP LQIRUPDWLRQ DQG GDWD DQG
PDLQWHQDQFH ORJV
,Q DGGLWLRQ \RX FDQ XVH WKH ZHESDJHV WR FRQILJXUH D YDULHW\ RI VHWWLQJV

+RPH
7KLV LV WKH GHIDXOW WDE ZKHQ \RX DFFHVV WKH PHWHU ZHESDJHV 7KLV WDE DOORZV \RX
WR YLHZ WKH 'HYLFH ,GHQWLILFDWLRQ SDUDPHWHUV DV VKRZQ LQ WKH IROORZLQJ WDEOH

3DUDPHWHU 'HVFULSWLRQ

2(0 1DPH 1DPH RI WKH 2ULJLQDO (TXLSPHQW 0DQXIDFWXUHU 2(0

6FKQHLGHU (OHFWULF
2(0 85/ 85/ OLQN RI WKH 2(0

ZZZVHFRP
)LUPZDUH 9HUVLRQ ([LVWLQJ ILUPZDUH YHUVLRQ LQFOXGLQJ 26 2SHUDWLQJ 6\VWHP 56
5HVHW 6\VWHP ODQJXDJH YHUVLRQ DQG FRPPXQLFDWLRQ FDUG YHUVLRQ

)3*$ 9HUVLRQ ([LVWLQJ )3*$ YHUVLRQ

3URGXFW 5DQJH 1DPH RI WKH GHYLFH W\SH

3URGXFW 0RGHO 'HYLFH PRGHO QXPEHU

 +5%
:HESDJHV 3RZHU/RJLFΠ30  30  30 VHULHV

3DUDPHWHU 'HVFULSWLRQ

6HULDO 1XPEHU 'HYLFH VHULDO QXPEHU

0DQXIDFWXULQJ 'DWH 7LPH 'DWH DQG WLPH ZKHQ WKH GHYLFH ZDV PDQXIDFWXUHG

0RQLWRULQJ
7KLV WDE DOORZV \RX WR QDYLJDWH WR WKH IROORZLQJ PHQXV WR YLHZ WKH ZHESDJH
FRQWHQW

:HESDJH PHQX 'HVFULSWLRQ

%DVLF 5HDGLQJV ‡ %DVLF UHDGLQJV VXFK DV ORDG FXUUHQW SRZHU SRZHU IDFWRU WRWDO YROWDJH DQG IUHTXHQF\+]
‡ 'HPDQG FXUUHQW $ DQG GHPDQG SRZHU YDOXHV LQFOXGLQJ ODVW SUHVHQW DQG SHDN DORQJ ZLWK WKH GDWH
WLPH DW SHDN DQG GDWH WLPH RI WKH ODVW UHVHW
‡ $FFXPXODWHG HQHUJ\ YDOXHV DQG WKH GDWH WLPH RI WKH ODVW UHVHW

5HVLGXDO &XUUHQW 'LVSOD\V WKH LQVWDQWDQHRXV UHVLGXDO FXUUHQW PHDVXUHPHQW YDOXHV

3RZHU 4XDOLW\ 7+' DQG XQEDODQFH YDOXHV IRU FXUUHQW DQG YROWDJH

$FWLYH $ODUPV /LVW RI DFWLYH XQDFNQRZOHGJHG DODUP HYHQWV ZLWK WKH GDWH DQG WLPHVWDPS IRU HDFK HYHQW WKH YDOXH WKDW
WULJJHUHG WKH DODUP HJ SLFNXS DQG D GHVFULSWLRQ RI WKH HYHQW W\SH
127( <RX FDQ FOLFN WKH 8SGDWH EXWWRQ WR UHIUHVK WKH DFWLYH DODUPV OLVW

$ODUP +LVWRU\ +LVWRULFDO OLVW RI DFNQRZOHGJHG DODUP HYHQWV ZLWK WKH GDWH DQG WLPHVWDPS IRU HDFK HYHQW WKH YDOXH WKDW
WULJJHUHG WKH DODUP HJ SLFNXS DQG D GHVFULSWLRQ RI WKH HYHQW W\SH
127( <RX FDQ FOLFN WKH 8SGDWH EXWWRQ WR UHIUHVK WKH DODUP KLVWRU\ OLVW

,QSXWV2XWSXWV 'LVSOD\V WKH FXUUHQW VWDWXV RI WKH GLJLWDO LQSXWVRXWSXWV DQG DQDORJ LQSXWV

'DWD /RJ $ OLVW RI WLPHVWDPSV GDWD UHFRUGHG LQ WKH PHWHU¶V GDWD ORJ HQHUJ\ GHOLYHUHG LQ N:K N9$5K DQG N9$K
127( <RX FDQ FOLFN WKH 8SGDWH EXWWRQ WR UHIUHVK WKH GDWD ORJ OLVW

:DYHIRUPV 'LVSOD\V WKH ZDYHIRUP FDSWXUH UHFRUGV FDXVHG GXH WR VDJVZHOO HYHQWV

$YDLODEOH LQ VSHFLILF PHWHU PRGHOV 5HIHU WR )HDWXUHV GLIIHUHQWLDWLRQ PDWUL[ IRU 30  30  30 VHULHV SDJH  IRU WKH
DYDLODELOLW\

'LDJQRVWLFV
7KLV WDE DOORZV \RX WR YLHZ WKH IROORZLQJ ZHESDJHV

:HESDJH PHQX :HESDJH VXEPHQX 'HVFULSWLRQ

*HQHUDO 'DWH7LPH 'LVSOD\V WKH PHWHU¶V FXUUHQW GDWH WLPH DQG WKH
PHWHU¶V ODVW ERRW WLPH
0HWHU 6WDWXV 'LVSOD\V WKH PHWHU GLDJQRVWLFV VWDWXV

&RPPXQLFDWLRQ (WKHUQHW 'LVSOD\V WKH (WKHUQHW JOREDO VWDWLVWLFV

127( <RX FDQ FOLFN WKH 5HVHW EXWWRQ WR UHVHW
WKH (WKHUQHW JOREDO VWDWLVWLFV

,3 1HWZRUN 6HUYLFHV 'LVSOD\V WKH 0RGEXV 7&3 SRUW DQG 6073 FOLHQW
VWDWLVWLFV
127( <RX FDQ FOLFN WKH 5HVHW EXWWRQ WR UHVHW
WKH 0RGEXV 7&3 SRUW DQG 6073 FOLHQW VWDWLVWLFV

5HDG 'HYLFH 5HJLVWHUV $OORZV \RX WR UHDG D VSHFLILHG EORFN RI 0RGEXV

UHJLVWHUV IURP WKH PHWHU RU IURP D VODYH GHYLFH ZKHQ
WKH PHWHU LV DFWLQJ DV D JDWHZD\

0DLQWHQDQFH
7KLV WDE DOORZV \RX WR YLHZ WKH IROORZLQJ ZHESDJHV

+5% 
3RZHU/RJLFΠ30  30  30 VHULHV :HESDJHV

:HESDJH PHQX :HESDJH VXEPHQX 'HVFULSWLRQ

0DLQWHQDQFH /RJ 0DLQWHQDQFH /RJ 'LVSOD\V WKH PDLQWHQDQFH ORJ SDUDPHWHUV ZLWK UHFRUG
RI PHWHU HYHQWV DQG LQ SDUWLFXODU FKDQJHV WR WKH
PHWHU VHWXS (DFK HYHQW LV GDWH DQG WLPHVWDPSHG
7KH (YHQW 7\SH ILHOG SURYLGHV D EULHI GHVFULSWLRQ RI
ZKDW FKDQJHG DQG WKH (YHQW &DXVH VSHFLILHV ZKDW
WULJJHUHG WKH HYHQW
127( &OLFN WKH 8SGDWH EXWWRQ WR UHIUHVK WKH
PDLQWHQDQFH ORJ OLVW <RX FDQ DOVR FOLFN WKH 1H[W
 5HFRUGV RU 3UHYLRXV  5HFRUGV WR FKHFN
WKH PDLQWHQDQFH ORJ UHFRUGV

8SJUDGH )LUPZDUH $OORZV \RX WR XSJUDGH ILUPZDUH IRU \RXU PHWHU 5HIHU
WR )LUPZDUH XSJUDGH XVLQJ ZHESDJHV SDJH 

8SJUDGH 6WDWXV 'LVSOD\V WKH ODVW ILUPZDUH XSJUDGH VWDWXV RI WKH

PHWHU

6HWWLQJV
7KLV WDE DOORZV \RX WR YLHZ WKH IROORZLQJ ZHESDJHV

:HESDJH PHQX :HESDJH VXEPHQX 'HVFULSWLRQ

6HFXULW\ 3URGXFW &HUWLILFDWH 'LVSOD\V WKH SURGXFW FHUWLILFDWH GHWDLOV

$OORZV \RX WR FUHDWH VHOIVLJQHG FHUWLILFDWH RI WKH

SURGXFW
127( <RX QHHG WR UHORJLQ WR WKH ZHESDJHV WR
YLHZ WKH FKDQJHV DSSOLHG FUHDWH FHUWLILFDWH
FKDQJHV

&RPPXQLFDWLRQ 6HULDO 3RUW &RQILJXUDWLRQ $OORZV \RX WR FRQILJXUH VHULDO SRUW DQG DGYDQFHG
VHULDO SRUW VHWWLQJV

(WKHUQHW 6HWWLQJV $OORZV \RX WR FRQILJXUH (WKHUQHW VHWWLQJV

$GYDQFHG (WKHUQHW 6HWWLQJV $OORZV \RX WR FRQILJXUH WKH DGYDQFHG (WKHUQHW )736
DQG +7736 VHWWLQJV

'DWH 7LPH 6HWWLQJV $OORZV \RX WR FRQILJXUH WLPH V\QFKURQL]DWLRQ DQG WLPH
VHWWLQJV PDQXDOO\

,3 )LOWHULQJ $OORZV \RX WR VHW WKH OHYHO RI DFFHVV IRU HDFK

FRQILJXUHG ,3 DGGUHVV DV ZHOO DV IRU DQRQ\PRXV ,3
DGGUHVVHV
127( %\ GHIDXOW WKH (QDEOH )LOWHULQJ RSWLRQ LV
GLVDEOHG
'3:6 6HWWLQJV $OORZV \RX WR HQDEOH RU GLVDEOH '3:6

6103 6HWWLQJV $OORZV \RX WR FRQILJXUH WKH 6103 DQG 6103 WUDS
SDUDPHWHUV

'13 6HWWLQJV $OORZV \RX WR HQDEOH RU GLVDEOH '13

(WKHU1HW,3 6HWWLQJV $OORZV \RX WR HQDEOH RU GLVDEOH (WKHU1HW,3

%$&QHW,3 6HWWLQJV $OORZV \RX WR FRQILJXUH %$&QHW,3 VHWWLQJV

(PDLO 2Q $ODUP 6HWWLQJV $OORZV \RX WR FRQILJXUH WKH (PDLO RQ DODUP VHWWLQJV

30[5' 5HPRWH 'LVSOD\ $OORZV \RX WR FRQILJXUH 30 PHWHU ZLWK 305'
GHYLFH KDUGZDUH YHUVLRQ
8VHU 0DQDJHPHQW 8VHU $FFRXQWV $OORZV \RX WR DGG XVHU DFFRXQWV GHOHWH XVHU
DFFRXQWV UHVHW XVHU DFFRXQW SDVVZRUG DVVLJQ XVHU
UROH DQG WHUPLQDWH XVHU DFFRXQW VHVVLRQV

$YDLODEOH RQO\ LQ 30 PHWHU PRGHO

8VHU DFFRXQWV
7KH PHWHU XVHUV DUH DVVLJQHG ZLWK XVHUQDPHV DQG SDVVZRUGV (DFK XVHU LV
DVVLJQHG ZLWK D UROH WR DFFHVV WKH ZHESDJHV E\ WKH DGPLQLVWUDWRU

 +5%
:HESDJHV 3RZHU/RJLFΠ30  30  30 VHULHV

7KHUH DUH WZR SUHGHILQHG XVHU DFFRXQWV

‡ $GPLQLVWUDWRU GHIDXOW SDVVZRUG LV 0$& DGGUHVV ZKLFK LV XQLTXH IRU HDFK
PHWHU
127( (QWHU WKH 0$& DGGUHVV RI WKH PHWHU ZLWKRXW FRORQ LQ FDSLWDO OHWWHUV
)RU H[DPSOH LI WKH 0$& DGGUHVV RI WKH PHWHU LV I WKHQ
SDVVZRUG LV )
‡ *XHVW GHIDXOW SDVVZRUG LV 3RZHUORJLF#

:$51,1*
327(17,$/ &203520,6( 2) 6<67(0 $9$,/$%,/,7< ,17(*5,7< $1'
&21),'(17,$/,7<
‡ &KDQJH GHIDXOW SDVVZRUGV DW ILUVW XVH WR KHOS SUHYHQW XQDXWKRUL]HG DFFHVV
WR GHYLFH VHWWLQJV FRQWUROV DQG LQIRUPDWLRQ
)DLOXUH WR IROORZ WKHVH LQVWUXFWLRQV FDQ UHVXOW LQ GHDWK VHULRXV LQMXU\ RU
HTXLSPHQW GDPDJH

,Q D FRQWLQXRXV HIIRUW WR HQFRXUDJH XVHUV RQ WKH DZDUHQHVV DERXW WKH

F\EHUVHFXULW\ EHVW SUDFWLFHV DQG WKH PHWHUV PRUH F\EHU VHFXUH LQ WKHLU
DSSOLFDWLRQV WKH XVHUV DUH IRUFHG WR FKDQJH WKH GHIDXOW IDFWRU\VHW SDVVZRUG WR D
FRPSOH[ SDVVZRUG

&KDQJLQJ XVHU DFFRXQW SDVVZRUG

127( :KHQ \RX FKDQJH \RXU XVHU DFFRXQW SDVVZRUG WKH XVHU VHVVLRQV JHW
WHUPLQDWHG DQG \RX QHHG WR UHORJLQ WR DFFHVV WKH ZHESDJHV

127,&(
/266 2) $&&(66
5HFRUG \RXU GHYLFH
V XVHU DQG SDVVZRUG LQIRUPDWLRQ LQ D VHFXUH ORFDWLRQ
)DLOXUH WR IROORZ WKHVH LQVWUXFWLRQV FDQ UHVXOW LQ GDWD ORVV DQG ORVV RI
DFFHVV WR WKH GHYLFH

127,&(
/266 2) '$7$ 25 352'8&7 &21),*85$7,21
'R QRW OHW XQDXWKRUL]HG SHUVRQQHO JDLQ SK\VLFDO DFFHVV WR WKH GHYLFH
)DLOXUH WR IROORZ WKHVH LQVWUXFWLRQV FDQ UHVXOW LQ GDWD ORVV DQG ORVV RI
DFFHVV WR WKH GHYLFH

 &OLFN WKH XVHU DFFRXQW RQ WKH WRS ULJKW FRUQHU RI WKH ZHESDJH
 &OLFN &KDQJH 3DVVZRUG EXWWRQ
7KH 3DVVZRUG 0RGLILFDWLRQ ZLQGRZ RSHQV
 (QWHU WKH 2OG 3DVVZRUG QHZ 3DVVZRUG DQG &RQILUP 3DVVZRUG
127( 7KH SDVVZRUG PXVW FRQWDLQ EHWZHHQ  DQG  FKDUDFWHUV ZLWK DW
OHDVW  QXPEHU  FDSLWDO OHWWHU DQG  VSHFLDO FKDUDFWHU
 &OLFN $SSO\ &KDQJHV WR VDYH \RXU QHZ SDVVZRUG

5ROHV
:HESDJHV DFFHVV SHUPLVVLRQV DUH EDVHG RQ UROHV <RX PXVW EH DQ DGPLQLVWUDWRU
WR DVVLJQ XVHU DFFHVV UROHV

+5% 
3RZHU/RJLFΠ30  30  30 VHULHV :HESDJHV

8VHU DFFRXQW 3DVVZRUG 5ROH $FFHVV

0$& DGGUHVV ZKLFK LV
XQLTXH IRU HDFK PHWHU
127( (QWHU WKH 0$&
DGGUHVV RI WKH PHWHU )XOO DFFHVV WR DOO ZHESDJHV DQG LWV IHDWXUHV ZLWK
ZLWKRXW FRORQ LQ FDSLWDO UHDGZULWH SHUPLVVLRQ
$GPLQLVWUDWRU OHWWHUV )RU H[DPSOH LI $GPLQLVWUDWRU
127( )RUFHG WR FKDQJH WKH GHIDXOW SDVVZRUG
WKH 0$& DGGUHVV RI WKH
IRU V\VWHP VHFXULW\ WKH ILUVW WLPH \RX ORJ LQ
PHWHU LV 
I WKHQ
SDVVZRUG LV
)

5HDG RQO\ DFFHVV WR +RPH 0RQLWRULQJ

'LDJQRVWLFV DQG 0DLQWHQDQFH WDEV WR YLHZ RU
PRQLWRU WKH GDWD
127(
*XHVW 3RZHUORJLF# *XHVW ‡ )RUFHG WR FKDQJH WKH GHIDXOW SDVVZRUG
IRU V\VWHP VHFXULW\ WKH ILUVW WLPH \RX ORJ
LQ
‡ 1R PRGLI\ DFFHVV WR )LUPZDUH 8SJUDGH
DQG 6HWWLQJV

$GGLQJ XVHU DFFRXQWV IRU ZHESDJHV

127(
‡ ,I WKH 8VHUQDPH RU 3DVVZRUG FUHGHQWLDOV RI WKH $GPLQLVWUDWRU XVHU
DFFRXQW DUH ORVW \RX FDQ UHVHW XVLQJ DQRWKHU $GPLQLVWUDWRU XVHU
DFFRXQW
 &OLFN 6HWWLQJV ! 8VHU 0DQDJHPHQW ! 8VHU $FFRXQWV
 ,Q WKH 8VHU $FFRXQWV VHFWLRQ FOLFN $GG 8VHU
7KH $GG 8VHU VHFWLRQ RSHQV
 (QWHU WKH 8VHUQDPH 3DVVZRUG GHWDLOV DQG DVVLJQ WKH XVHU D 5ROH
 &OLFN $SSO\ &KDQJHV WR VDYH \RXU FKDQJHV WR WKH PHWHU

3DUDPHWHU 'HVFULSWLRQ

8VHUQDPH (QWHU D QDPH  WR  FKDUDFWHUV IRU D QHZ XVHU

127( 8VHUQDPH LV FDVHVHQVLWLYH DQG FDQ FRQWDLQ VSHFLDO FKDUDFWHUV

3DVVZRUG (QWHU D SDVVZRUG  WR  FKDUDFWHUV IRU D QHZ XVHU

127( 7KH SDVVZRUG PXVW FRQWDLQ EHWZHHQ  DQG  FKDUDFWHUV ZLWK DW OHDVW 
QXPEHU  FDSLWDO OHWWHU DQG  VSHFLDO FKDUDFWHU

&RQILUP 3DVVZRUG &RQILUP WKH SDVVZRUG

5ROH $VVLJQ D UROH IRU WKH XVHU

‡ $GPLQLVWUDWRU
‡ *XHVW

'HOHWLQJ XVHU DFFRXQW

127( <RX PXVW KDYH $GPLQLVWUDWRU UROH DFFHVV WR GHOHWH WKH XVHU DFFRXQWV
 &OLFN 6HWWLQJV ! 8VHU 0DQDJHPHQW ! 8VHU $FFRXQWV

 ,Q WKH 8VHU $FFRXQWV VHFWLRQ FOLFN LFRQ

7KH 8VHU 'HOHWLRQ GLDORJ ER[ RSHQV
 &OLFN <HV WR GHOHWH WKH XVHU DFFRXQW

 +5%
:HESDJHV 3RZHU/RJLFΠ30  30  30 VHULHV

(GLW XVHU DFFRXQW GHWDLOV

127( <RX PXVW KDYH $GPLQLVWUDWRU UROH DFFHVV WR FKDQJH WKH XVHU DFFRXQW
SDVVZRUG DQG DVVLJQ UROH WR WKH XVHU
 8VHU DFFRXQW SDVVZRUG UHVHW
D &OLFN 6HWWLQJV ! 8VHU 0DQDJHPHQW ! 8VHU $FFRXQWV

E ,Q WKH 8VHU $FFRXQWV VHFWLRQ FOLFN LFRQ

7KH (GLW 8VHU VHFWLRQ RSHQV
F (QWHU WKH 1HZ 3DVVZRUG DQG &RQILUP 3DVVZRUG GHWDLOV
127( 7KH SDVVZRUG PXVW FRQWDLQ EHWZHHQ  DQG  FKDUDFWHUV
ZLWK DW OHDVW  QXPEHU  FDSLWDO OHWWHU DQG  VSHFLDO FKDUDFWHU
G &OLFN $SSO\ &KDQJHV WR VDYH \RXU FKDQJHV WR WKH PHWHU
 $VVLJQLQJ XVHU UROH
127( 7R DVVLJQ UROH WR WKH XVHU \RX PXVW DOVR UHVHW WKH SDVVZRUG
D &OLFN 6HWWLQJV ! 8VHU 0DQDJHPHQW ! 8VHU $FFRXQWV

E ,Q WKH 8VHU $FFRXQWV VHFWLRQ FOLFN LFRQ

7KH (GLW 8VHU VHFWLRQ RSHQV
F )URP WKH GURSGRZQ OLVW DVVLJQ WKH 5ROH WR WKH XVHU
G (QWHU WKH 1HZ 3DVVZRUG DQG &RQILUP 3DVVZRUG GHWDLOV
127( 7KH SDVVZRUG PXVW FRQWDLQ EHWZHHQ  DQG  FKDUDFWHUV
ZLWK DW OHDVW  QXPEHU  FDSLWDO OHWWHU DQG  VSHFLDO FKDUDFWHU
H &OLFN $SSO\ &KDQJHV WR VDYH \RXU FKDQJHV WR WKH PHWHU

7HUPLQDWLQJ XVHU DFFRXQW VHVVLRQV

127( <RX PXVW KDYH $GPLQLVWUDWRU UROH DFFHVV WR WHUPLQDWH WKH XVHU
DFFRXQW VHVVLRQV
 &OLFN 6HWWLQJV ! 8VHU 0DQDJHPHQW ! 8VHU $FFRXQWV

 ,Q WKH 8VHU $FFRXQWV VHFWLRQ FOLFN LFRQ

7KH 7HUPLQDWH 8VHU 6HVVLRQV GLDORJ ER[ RSHQV ZLWK WKH ZDUQLQJ PHVVDJH
³$UH \RX VXUH \RX ZDQW WR WHUPLQDWH VHVVLRQV " 7KLV ZLOO WHUPLQDWH DOO
DFWLYH VHVVLRQV IRU WKH XVHU´
 5HDG WKH ZDUQLQJ PHVVDJH DQG FOLFN <HV WR WHUPLQDWH WKH XVHU DFFRXQW
VHVVLRQV

5HDGLQJ GHYLFH UHJLVWHUV XVLQJ WKH ZHESDJHV

<RX FDQ XVH WKH ZHESDJHV WR UHDG D VSHFLILHG EORFN RI 0RGEXV UHJLVWHUV IURP WKH
PHWHU RU IURP D VODYH GHYLFH ZKHQ WKH PHWHU LV DFWLQJ DV D JDWHZD\
 1DYLJDWH WR 'LDJQRVWLFV ! &RPPXQLFDWLRQ ! 5HDG 'HYLFH 5HJLVWHUV
 7\SH WKH DGGUHVV RI WKH GHYLFH \RX ZDQW WR UHDG LQ WKH 'HYLFH ,' ILHOG
 (QWHU YDOXHV LQ WKH 6WDUWLQJ 5HJLVWHU DQG 1XPEHU RI 5HJLVWHUV ILHOGV
 6HOHFW WKH GDWD IRUPDW RI WKH UHJLVWHUV IURP WKH 'DWD 7\SH ILHOG WKDW \RX ZDQW
WR UHDG LQ +ROGLQJ 5HJLVWHUV ,QSXW 5HJLVWHUV 2XWSXW &RLOV ,QSXW &RLOV
 6HOHFW WKH QXPEHU IRUPDW IURP WKH 'LVSOD\ 2SWLRQ ILHOG WKDW \RX ZDQW WR
GLVSOD\ WKH YDOXH RI WKH UHJLVWHUV LQ 'HFLPDO +H[DGHFLPDO %LQDU\ $6&,,
RU )ORDW

+5% 
3RZHU/RJLFΠ30  30  30 VHULHV :HESDJHV

 &OLFN 5HDG

 +5%