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Whitlingham Wealth - Master Services Agreement (signed)

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Whitlingham Wealth logo Whitlingham Wealth · contract · executed · 8 Nov 2024

Executed MSA dated 8 Nov 2024 for the Growth tier, 22 Nov 2024 to 21 Nov 2025. Availability 99.5%, P1 first response 1 business hour. Subscription £40k a year after a 10% discount, plus £12k implementation; total contract value £52k.

What it says

What this says

As at Fri 9 Oct 2026

Executed MSA dated 8 Nov 2024 for the Growth tier, 22 Nov 2024 to 21 Nov 2025. Availability 99.5%, P1 first response 1 business hour. Subscription £40k a year after a 10% discount, plus £12k implementation; total contract value £52k.

What it is: an executed contract between BG-Demo Limited and Whitlingham Wealth. It covers B-Glass on the Growth tier with an 8 week implementation of up to 8 connectors.

Commits: "Availability: 99.5% (measured monthly)" and "P1 first response: 1 business hour". Billing is annual in advance, implementation on commencement, "30 days from invoice".

Unusual: a 10% discount on the Growth list price of £44k, which brief rules limit to the first term. Termination is on "90 days' written notice at the end of any term".

Not settled: the text gives no renewal price and no v1 or v2 price book reference. It does not show what happened after 21 Nov 2025, and the customer signatory is not named. The signature lines are blank in the text, although the stored status is executed.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Date end21 Nov 2025Source: the AI read of this record
  • Date signed8 Nov 2024Source: the AI read of this record
  • Date start22 Nov 2024Source: the AI read of this record
  • Price£39,600Source: the AI read of this record
  • Availability99.5% (measured monthly)Source: the AI read of this record
  • P1 first response1 business hourSource: the AI read of this record
  • Service credit10% of one month's subscription fee for each month with an availability breachSource: the AI read of this record
  • Annual subscription£39,600, billed in advance before the service yearSource: the AI read of this record
  • Implementation£12,000, billed on commencementSource: the AI read of this record
  • Payment terms30 days from invoiceSource: the AI read of this record
  • Total contract value£51,600Source: the AI read of this record
  • Termination90 days' written notice at the end of any termSource: the AI read of this record

The document

Body

Whitlingham Wealth, Master Services Agreement

This Agreement is entered into on 8 November 2024 between BG-Demo Limited and Whitlingham Wealth.

1. Services

BG-Demo will provide B-Glass on the Growth tier from 22 November 2024 to 21 November 2025.

Line itemUnit priceDiscountNetRecurring
B-Glass – Growth£44k10%£40kYes
Implementation – Growth (8 weeks, up to 8 connectors)£12k,£12kNo

Total contract value: £52k

2. Billing

  • Annual subscription: £40k, billed in advance before the service year
  • Implementation: £12k, billed on commencement
  • Payment terms: 30 days from invoice

3. Service Levels

  • Availability: 99.5% (measured monthly)
  • P1 first response: 1 business hour
  • Service credit: 10% of one month's subscription fee for each month with an availability breach

4. Term and Renewal

The initial term runs from 22 November 2024 to 21 November 2025. Renewal terms are annual unless otherwise agreed. Either party may terminate on 90 days' written notice at the end of any term.

5. Liability

Read the whole document (1,618 characters)

Neither party limits liability for death, personal injury or fraud. For all other claims, each party's liability is limited to the fees paid or payable under this Agreement in the 12 months before the claim.


Signature

For BG-Demo Limited:

Signed: ________________________

Name: Priya Raman

Title: Account Executive

Date: 8 November 2024

For Whitlingham Wealth:

Signed: ________________________

Title: Authorised Signatory

Date: 8 November 2024

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • 10% discount on Growth subscription
  • Renewal terms annual unless otherwise agreed
  • 90 days' written notice at end of any term

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

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Help

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