Questions
Who keeps the client?
You do. Each client signs their own mandate with us, because the representative has to be legally appointed. We deal with them on EPR; everything else stays with you.
What do you see in the dashboard?
How many leads and paid clients came from you, their yearly fees and your fee. You see a client's own account only after they approve your access. They can withdraw it at any time.
Does the client pay more through a partner?
No. They pay the same published price as anyone else. Your fee comes out of ours.
Which countries do you cover?
France, Germany and Spain, with our own representative in each. We don't offer other countries for now.
We're based in France, Germany or Spain. Does this work for us?
Tell us in the form. A firm established in the country can often hold the representative role itself, so the set-up may be different.
Can we offer this under our own brand?
Yes, through a white-label agreement. Your client stays in your interface, but still appoints our representative directly, because the law requires a named representative with a signed mandate. Tell us in the form what you have in mind.
Are referral fees allowed for regulated advisers?
Rules differ by profession and country, for example for tax advisers. Check yours before you accept a fee. If you can't accept one, you can still introduce clients without it.
