Become an Introducer

Boost your income today!

Overview

Do you possess a network of clients within the financial service sector? Are you engaged in an industry where your clients stand to gain from a comprehensive financial review?

Potential roles include but are not limited to:

• Accountant
• Estate agent
• Solicitor
• Mortgage broker
• Commercial broker
• Insurance broker
The possibilities are extensive.

We extend an opportunity to provide you and your clients access to financial services that may currently be beyond your reach. As a referral partner, you can earn referral fees by introducing clients to our suite of financial services.

Rewards and Benefits

Once our professional relationship is established, and a consistent stream of referrals is maintained, we can outline a structure that allows you to earn up to 50% commission for each financial product successfully sold to your clients.

Here are the key benefits of our collaboration:

  • Generate Additional Income: Establish a supplementary revenue stream through a separate business venture that offers a substantial income potential.
  • Client Retention: Your clients will always remain exclusively yours, and we commit to refraining from cross-selling any products that do not align with your preferences.
  • Maintain Service Excellence: Rest assured that your clients will receive the same level of professional service that you would expect them to receive, ensuring a seamless and high- quality experience.
  • Transparent Progress Updates: Receive regular updates detailing the progress of each client’s case, along with estimates of your potential earnings. This allows you to track the development of each referral.

PLEASE NOTE: In all instances of introducer arrangements, a formal signed agreement will be required to ensure clarity and adherence to mutually agreed-upon terms.