Referral Agreement

Please see below the copy of the referral agreement. Kindly note, we do not allow any edits to the agreement as it has already been modified through a couple of iterations, leading to this final version. The Sections in “blue” in the documents are the ones that are updated with the correct figures and definition of the services being provided.

Draft Copy of the Referral Agreement (Updated: July 2021)

Please note, as part of the signing process, each page would need to be initialed and the signature page would need an autograph in full. The signed copy must be returned back along with a government-issued photo ID.

Please refer to this page as to why we need your Personal KYC Information.

APPLICABLE CONDITIONS:

  • If you have signed up for a lower priced referral fee package and want to upgrade to a higher priced package within one year of your first signup, you will have to bear the cost of the difference.
  • All of the coverages above are for online only. Authorized delegate status (or agent) status is not awarded, unless otherwise specified. Physical point of presence for a business &/or signed up agent is not permitted.
  • All communication and delivery is in English only.
  • Unless explictly mentioned, no Value Added Tax, State Tax, Federal Tax or other applicable taxes are included in the pricing mentioned.
  • If you have signed up for a lower priced referral fee package and want to upgrade to a higher priced package within one year of your first signup, you will have to bear the cost of the difference. Advisory role is limited to principal only. Consulting/Retainer roles are limited to team which can include principal.
  • Price do not include Value Added Tax (VAT). Please inquire if applicable.
  • HMRC (Her Majesty’s Revenue & Customs) charges not included
  • FCA (Financial Conduct Authority) charges not included.
  • State tax not included.

This page was last updated on March 4, 2022.

Scroll to Top