Eligibility
Checkthe terms
Who can participate
Account requirementsConfirm in writing
Local restrictionsCheck the rules
DisclosureBe transparent
Affiliate programme
Review the referral programme
Read the current programme terms before sharing a referral link. Confirm eligibility, attribution, any commission, payment conditions and disclosure requirements in writing.
Programme terms
Understand how referrals are handled
Commission rates and eligibility can change. Confirm current terms, payment rules and any limits directly with the provider; do not assume income or results.
Attribution
Reviewthe rules
How referrals are recorded
Eligible actionsCheck the terms
Attribution periodConfirm in writing
DisputesReview the process
Payments
Confirmthe details
When and how eligible amounts are paid
Rate and calculationCheck the terms
Minimums and feesConfirm in writing
Payment scheduleReview current rules
Current
Programme terms
Written
Commission calculation
Clear
Eligibility and attribution
Review
Payment conditions and risks
Before participating
Review, confirm, then decide
Referral arrangements may have eligibility criteria, restrictions and costs. Check the current terms and local advertising rules before taking part.
Read the terms
Ask for the current programme terms, including eligibility, restrictions, fees and how terms may change.
Understand disclosures
Confirm what statements you may make and disclose any referral relationship clearly wherever you share information.
Check attribution
Confirm how referrals are tracked, which activity qualifies and what records or reports are available.
Verify payment rules
Review the commission calculation, payment timetable, minimums and withdrawal conditions before relying on any expected amount.
Before you share a referral
Make an informed recommendation
Only share information you can support with current written terms. A referral is not a guarantee of investment performance, eligibility or commission.
- Disclose any benefit. Tell people clearly if you may receive a referral commission.
- Avoid return promises. Do not describe any investment return as guaranteed or risk-free.
- Check your local rules. Advertising and financial-promotion requirements vary by location.
- Keep written records. Confirm rates, conditions and payment terms before participating.
Programme checklist
Review firstConfirm current terms
Ask for current programme documentation before sharing a referral.
EligibilityReview requirements
CommissionConfirm calculation
AttributionCheck duration
PaymentVerify timetable
Take your time
Understand the terms before you participate
Read the programme rules, check local requirements and make sure anyone you refer can review the investment risks independently.