Clear scope before implementation.
Remote setup, response times, support hours and maintenance charges vary by plan and written scope. Ask Trustigo to confirm these details, escalation paths and renewal terms before payment.
Ask a scope question ↗- 01Confirm onboarding steps and who performs each task.
- 02Agree support channel, hours and response expectations.
- 03Clarify maintenance, updates and renewal charges.
- 04Keep your own access credentials secure.
Questions to settle in writing
What is supported?
Confirm the broker, account, instruments, APIs, permissions and dependencies for your specific setup.
What will be delivered?
Agree the included functionality, testing, revisions, handover and acceptance criteria before purchase.
What continues after setup?
Confirm maintenance, support hours, renewals, taxes and any third-party charges in writing.