Independent Agent
Program

Agent Responsibilities

• Explain services
• Pre-qualify clients
• Gather requirements
• Prepare client for onboarding
• Submit only onboarding-ready clients

Agent Dashboard

• Clients submitted
• Onboarded clients
• Retainer-paid clients
• Commission earned
• Commission paid
• Statements

Agent Client Submission

• Qualification confirmation
• Service type
• Investment scope
• Readiness declaration

Agent Commission Trigger

• Client signs onboarding agreement
• Client accepted by admin
• Client completes onboarding
• Retainer fee paid

Agent Controls

• Application & approval
• Agent agreement
• Code of conduct
• Duplicate prevention
• Attribution lock
• Audit trail

Program Benefits

• Competitive commission structure (5-15%)
• Exclusive access to deal flow
• Marketing and sales support
• CRM and client management tools
• Training and certification
• Global network access

Agent Requirements

• Proven track record in consulting or advisory
• Professional network in target markets
• Business development experience
• Strong communication skills
• Independent contractor status