Leads and Referrals for Advisers: Commission Rates

Contact usSee our clients and get paidWe offer a fantastic commission share of up to 40% when we refer our clients to you and you see them for us ....

Standard Commission/Fee Share: 30%

  • Client Initial Discussions: We do
  • Our Factfind Questionnaire: You complete
  • Suitability Report and Advice: We research, we write the report, you discuss with client
  • Application Forms/Tax Forms: You complete
IF NO ERRORS - Enhanced Commission Bonus of 10%  i.e. 40% Share
  • All questions on client questionnaire are fully answered
  • No Errors/Omissions on client questionnaire when we check accuracy with client
  • No Errors/Omissions on Application/Completion Documents when returned to us
  • If there are errors, these are simply time costed on how long it takes to fix and deducted from the 10%.
WE DO THE WORK,  WE TAKE ON THE RISK
  • ALL ADMIN done by us - ALL CHASING done by us - ALL RESEARCH done by us - ALL QUOTES done by us
  • ALL REPORTS done by us - ALL COMPLIANCE done by us - ALL BUSINESS processed by us
  • ALL FEES & COMMISSIONS chased by us - NO CLAWBACKS - client fee agreements protect us all
All you have to do is to talk to our clients and deliver the advice that we give.  We think it is the offer of the decade
Financial Adviser Partners: United Kingdom  Spain  France  Cyprus  Europe  Contact Us