my account: managing your billing for datafeed …...my account is our online portal that provides...

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Simplified process – no need to save files or use a separate DAD viewer Less manual intervention Greater transparency of data Improve compliancy with exchange policies Greater online collaboration, increase productivity View your Access statement directly from My Account View Access Statements that are automatically pre-populated with your entitlement data (Eikon desktops) View your Eikon access data for reconciliation purposes Utilize supporting information to help you meet your obligations for Exchanges Share updates made to your Access Statement instantly. The latest position will always be visible to all Access Statement Managers mapped to the Access Statement MY ACCOUNT: Managing Your Billing For Datafeed Access My Account is our online portal that provides you with a single access point to a suite of time-saving services across billing, support, user management and information. We have introduced a simplified way of managing your billing for datafeed accesses. The new Access Statement service on My Account replaces the Datafeed Access Declaration (DAD) process, displaying your entitlement position using data we capture for feeds consumed over Eikon desktops. BILLING FOR DATAFEED ACCESSES VIA MY ACCOUNT The Access Statement service is easy to access, interpret and navigate. Notifications on My Account and via email will keep you informed of key deadline dates so you can be confident of any actions required prior to submission. The new simplified process makes management of your billing for datafeed accesses easier and ultimately leads to a more efficient interaction with Thomson Reuters. DELIVERING VALUE

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Page 1: MY ACCOUNT: Managing Your Billing For Datafeed …...My Account is our online portal that provides you with a single access point to a suite of time-saving services across billing,

Simplified process – no need to save files or use a separate DAD viewer

Less manual intervention

Greater transparency of data

Improve compliancy with exchange policies

Greater online collaboration, increase productivity

View your Access statement directly from My Account

View Access Statements that are automatically pre-populated with your entitlement data (Eikon desktops)

View your Eikon access data for reconciliation purposes

Utilize supporting information to help you meet your obligations for Exchanges

Share updates made to your Access Statement instantly. The latest position will always be visible to all Access Statement Managers mapped to the Access Statement

MY ACCOUNT: Managing Your Billing For Datafeed Access

My Account is our online portal that provides you with a single access point to a suite of time-saving services across billing, support, user management and information.

We have introduced a simplified way of managing your billing for datafeed accesses. The new Access Statement service on My Account replaces the Datafeed Access Declaration (DAD) process, displaying your entitlement position using data we capture for feeds consumed over Eikon desktops.

BILLING FOR DATAFEED ACCESSES VIA MY ACCOUNT

The Access Statement service is easy to access, interpret and navigate. Notifications on My Account and via email will keep you informed of key deadline dates so you can be confident of any actions required prior to submission.

The new simplified process makes management of your billing for datafeed accesses easier and ultimately leads to a more efficient interaction with Thomson Reuters.

DELIVERING VALUE

Page 2: MY ACCOUNT: Managing Your Billing For Datafeed …...My Account is our online portal that provides you with a single access point to a suite of time-saving services across billing,

For more information, contact your representative or visit us online at training.tr.com/myaccount

© 2016 Thomson Reuters S040125/10-16

ACCESS STATEMENT PROCESS OVERVIEWOnce you are ready to switch over to this new service, you will use the Access Statement Declaration on My Account to declare your datafeed usage and you will no longer receive a DAD.

The following overview outlines the step by step process:

(The timeline is indicative. You can view specific dates on My Account)

You’ll receive an email reminder to review your access permissions. Any changes must be completed in DACS prior to the snapshot date.

Your access data for your Eikon users is captured from Thomson Reuters systems. Your invoice for the forthcoming period will be based on this information. Any direct bill exchanges will be excluded. For users subscribing to both level 1 & 2 exchange services, where the level 2 service includes the level 1 data, the level 1 access is automatically netted out.

You’ll receive an email that your access statement has been published on My Account. Datafeed accesses for Eikon users are pre-populated from your entitlements snapshot. You may reallocate accesses across your billing accounts, but can’t amend the total access count.

Where Thomson Reuters has no visibility of user accesses, you must declare these on the Enterprise Services section of the statement. This is pre-populated with the existing billed position based on your previous statement. Amend accesses to reflect the correct number of entitled users.

Any Wallboard and Non Display usage must be declared.

We will send you a reminder before the completion deadline to finalize your updates.

The Access statement is now final and is automatically submitted to Thomson Reuters. We will use this to calculate your next invoice.

You can’t make any further updates until your next statement is available.

Your Eikon and Enterprise Services charges will be displayed seperately, to make it easier to reconcile your invoice.

Review access permissions

Snapshot taken & Access Statement prepared

Allocate billing & declare non-Eikon usage

Final chance to make updates

Completion deadline

Approx 4 weeks prior to completion deadline

Approx 3 weeks prior to completion deadline

Approx 3 weeks prior to completion deadline

Approx 2 days prior to completion deadline

Completion deadline