Question 1

Why did I receive a recurring charge from BGL Corporate Solutions?

Accepted Answer

Recurring charges from BGL Corporate Solutions are typically for ongoing subscriptions to products like CAS 360, Simple Fund 360, or Simple Invest 360. These are usually billed monthly or annually under a licence or service agreement your firm has signed. The exact frequency and amount depend on factors such as the number of entities/funds, agreed modules, and any additional services. Your firm’s BGL administrator or accounts team can confirm your current plan and billing cycle.

Question 2

What are the typical amounts BGL Corporate Solutions charges, and why do they vary?

Accepted Answer

BGL’s pricing is business-to-business and usually based on the number of entities or funds managed, product mix (e.g., CAS 360 vs. Simple Fund 360), and whether billing is monthly or annual. As a result, amounts can range from smaller recurring fees for limited entities to larger invoices for full-practice or enterprise licences. You may also see different amounts over time if your firm adds more entities, upgrades tiers, or purchases additional services. For precise pricing, refer to your BGL service agreement or the invoice available via the BGL client portal.

Question 3

How can I cancel or reduce my BGL software subscription?

Accepted Answer

Because BGL operates under commercial licence agreements, cancellations or reductions usually need to be managed by your firm’s authorised account contact or practice administrator. They must review the contract terms (such as minimum terms or notice periods) and then lodge a request with BGL via their account manager, the client portal, or the official contact channels on bglcorp.com. Simply stopping payment will not automatically cancel the service and may result in collection notices or service restrictions. Always obtain written confirmation from BGL of any changes to your subscription or entity counts.

Question 4

How do I request a refund or dispute a BGL Corporate Solutions charge?

Accepted Answer

Start by checking the relevant BGL invoice and your subscription or licence agreement to confirm what the charge covers and whether it matches your contracted services. If you believe you were billed in error—such as for entities no longer in use or a duplicate payment—have your firm’s accounts or authorised contact raise a ticket through BGL’s support system, contact form, or via your account manager with full details (invoice number, date, and amount). BGL’s ability to refund or credit charges will depend on the terms of your contract and how recently the charge was made. Avoid raising a bank dispute until you’ve contacted BGL, as direct resolution is usually faster and avoids service disruption.

Question 5

Why do I see a small or pending BGL Corporate Solutions charge on my card?

Accepted Answer

A small or pending charge may be a card verification or pre-authorisation when your firm first sets up payment or updates its card details with BGL. These temporary authorisations are a standard security and validation step used by many merchants and should automatically reverse or drop off after a few business days. If a small amount converts into a posted transaction and does not reverse, review your BGL account or speak with your firm’s accounts team to confirm its purpose. You can then contact BGL support with a screenshot of the statement entry if clarification is still needed.

Question 6

How can I confirm which BGL subscription or product a specific charge relates to?

Accepted Answer

The best way is for your firm’s BGL account administrator to log into the BGL client portal or the relevant product (CAS 360, Simple Fund 360, Simple Invest 360) and review the billing or invoices section. Each invoice normally lists the product name, billing period, number of entities/funds, and any add-ons included in the charge. Cross-check the invoice date and total with the transaction date and amount on your bank or card statement. If you cannot access the portal, ask your finance or practice management team to retrieve the invoice from their email or accounting system.

Question 7

How do I contact BGL Corporate Solutions about a charge on my statement?

Accepted Answer

If you’re part of a firm that uses BGL products, your first step should be to contact your internal BGL administrator or accounts department, as they will have direct access to your subscription details and invoices. If further assistance is needed, they can contact BGL through the Support or Help features inside the software, the contact form or client login on bglcorp.com, or via the relationship/account manager assigned to the firm. When contacting BGL, provide the exact transaction amount, date, currency, and the name shown on the bank or card statement so they can locate the payment quickly.

Question 8

Why am I still being charged by BGL after reducing entities or changing practice structure?

Accepted Answer

BGL billing is usually based on the contracted number of entities/funds or a minimum licence level, so simply reducing usage internally doesn’t automatically change your fees. Your firm must formally request a reduction or restructuring of the subscription through BGL and comply with any notice periods or contract terms. Until BGL confirms and processes the change, charges will continue at the previously agreed rate. Check email confirmations or updated contracts from BGL to verify when any billing changes take effect.

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