Have clients to refer?
Want to build a recurring income from trading, trailer and up front fees?
Want to retain your income as banks are moving to bonus schemes?
Great news!
We are looking for partners to work together and spread the good that we are doing.
You will be able to do what is right for your clients while earning from your revenue generated.
Referral Model*
You can refer your clients to us and enjoy perpetual sharing. Should you wish to join us subsequently, you will be able to take over all of the accounts that you have referred.
Plus, your identity will be kept strictly confidential.
Join Us!
You can join us as a business development manager1 or as a consultant2.
*Referral model is strongly recommended for existing advisors who want to start building up a recurring income with us.
It also works well for a one time referral on cases you would like to bring out to us.
1 We require you to onboard and manage client relationships. You are expected to possess strong interpersonal and relationship management skills.
2 We require you to do market research, look for opportunities and manage clients’ portfolios. You are expected to have relevant qualifications and strong track records of financial performance.
