Discuss fit
Understand your market, client profile, experience and preferred way of working.
02FOR PARTNERS
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Build trust before growth.
For individuals and businesses exploring IB or referral relationships. Clear roles, compliant communication and long-term fit matter more than short-term volume.
Explore the pathFOCUSFIT · RESPONSIBILITY · COMPLIANCE
LANGUAGECHINESE & ENGLISH
PRINCIPLESUBJECT TO REVIEW & AGREEMENT
PARTNERSHIP JOURNEY
From mutual fit to an approved launch.
Review & agreement
Complete applicable due diligence, role definition, compliance review and written agreements.
Approved launch
Use approved materials and maintain quality through ongoing communication and oversight.
PARTNER SUPPORT
Support the relationship. Respect the boundaries.
Clear onboarding
Define the model, roles and required documents.
Approved communications
Use reviewed brand and educational materials in market communications.
Ongoing relationship support
Maintain communication around client experience, operations and compliance.
COMPLIANCE BOUNDARY
A partnership does not expand authorisation.
Every relationship is subject to review and a written agreement. Partners must not provide financial product advice, make misleading statements or promise returns without appropriate authorisation.
START A CONVERSATION
Let’s see if the fit is right.
Share your background and market so the conversation can begin with fit.