Affiliate partner network

Good introductions deserve clear terms.

A structured affiliate programme for professionals and communities who introduce suitable clients responsibly.

Detailed investment research prepared for a partner conversation
Detailed investment research prepared for a partner conversation

90-day

Attribution window

Monthly

Partner statements

Documented

Commercial terms

Human

Partner support

Partner journey

From application to accountable growth.

Every relationship begins with a review. We only activate partners whose audience, approach, and communications fit the programme.

01

Apply and verify

Tell us about your business, audience, channels, jurisdictions, and intended promotional approach.

02

Agree the framework

Review approved messaging, disclosure duties, attribution rules, eligible revenue, and payment terms in writing.

03

Introduce responsibly

Use your unique referral pathway and approved materials without giving investment advice or promising outcomes.

04

Track and reconcile

Receive clear reporting on attributed accounts and eligible revenue, with a defined route for questions.

Who it is for

Built for credible networks.

  • Financial educators who communicate risk clearly
  • Professional communities and member organisations
  • Publishers with relevant, engaged audiences
  • Introducers operating within permitted jurisdictions

What is not permitted

No shortcuts on trust.

  • No guaranteed-return or misleading performance claims
  • No impersonation, unsolicited spam, or hidden incentives
  • No unapproved financial advice or suitability claims
  • No promotion where programme access is restricted

Ready to be reviewed?

Start with your audience and operating model.

The contact form lets you identify yourself as a potential partner so the right team can respond.

Apply as a partner

Build a partner relationship people can trust.

A desk manager can explain access, suitability, fees, and risks before you decide.

Open your account