25%

Introduce a firm and earn 25% of the margin on them for as long as they stay.

You'll earn 25% of the net margin on each firm you introduce, every month they're with us. We pay it from cash we've collected, so there's never a clawback.

Register as an introducer

How introducing works

  1. 1

    Register with us and we'll send you a tracking link.

  2. 2

    The firm applies through your link or names you on the form.

  3. 3

    From their first month, we pay you 25% of the margin on them.

What it could be worth

A two-adviser firm writing £330k a year pays about £16,500 in retention; after their regulatory bills that's roughly £8,000 of margin — so around £2,000 a year to you, every year they stay.

Introducer statement

Two-adviser firm writing £330k a year

Retention collected
£16,500
Regulatory costs
−£8,500
Net margin
£8,000
Your 25%
£2,000

Per year, approximate, every year they stay

The rules

  • There's one public rate for everyone
  • You can't refer yourself
  • Payments stop if the firm leaves
  • Rate changes only apply to new introductions
  • Lender employees can't take part

Full terms: Introducer Terms

Register as an introducer

Have you advised for 2 years?
Are you CeMAP qualified?
Do you have CAS status?

Keep 95% of what you earn. We cover your regulatory bills.