Request a Free Consultation.
All of our consultants and partners are qualified and experienced to give you the most honest and straightforward Advice.

We can create a custom made solution for you recognizing that all of our clients are unique

Member Credit Reward Program

In addition to the charity donations generated by the charity referral program, members and clients can accumulate credits which can be redeemed both in the form of cash donations to any charity of their choice as well as free cash allocations with a selection of Investment Products.

You can nominate any charity provided they are a recognized provider of help to a worthy cause And at least 85% of proceeds are paid out directly to those persons or programs which the charity claims to support.

Credits are accumulated at a rate of 1 credit for each successful referral and an additional 1 credit for each further referral provided by either members or clients introduced as a result of the original source referral. Just 1 credit will result in a donation to your favourite charity of 10 Euro and you will be allocated 0.5% which can be added as cash to any of our nominated Investment and Insurance Products. 10 credits will provide a donation of 250 Euro to your favourite charity and you will be allocated 4% which can be added as cash to any of our specified Investment products. Please see terms and conditions at the bottom of this page.

The More credits you accumulate, the more we donate to your favourite charity and you can redeem your Investment cash allocations at any time from Dec 1st 2009. 

Click here to join our site now
Click here to refer a friend or colleague

Program Details

Each successful referral we receive from our members and clients will generate 1 credit for both the original source referring Client or member and an additional 1 credit for each subsequent successful referral Clients and members provide, down 1 level.

As an example, if you are our Client or a member of our site and you have provided us With 6 referrals and 3 of those referrals are now clients of our company then you Will receive 3 credits for those referrals and an additional 1 credit for each of those members or Clients providing further successful referrals. This means that you will also receive credits from those members you have introduced who are not yet Clients but have provided successful referrals.

Example: 6 referrals provided resulting in 3 Clients = 3 credits

4 of those referrals provide a further 2 Clients = 2 credits

Total of 5 Credits providing 100 Euro to Charity plus 2% free cash allocation on selected investments as well as 10% of all gross fees being donated via the Charity referral program.

Click here to join our site now
Click here to refer a friend or colleague

Credit Redemptions

Member credits can be redeemed at any time or accumulated without any time limit. These are in addition to the 10% of fees for all successful referrals which are donated to charity. Please refer to the table below:-

1 Credit 0.5% additional monies applied to selected investment products plus an additional donation to your favourite charity of 10 Euro.
2 Credits 0.75% additional monies applied to selected investment products plus an additional donation to your favourite charity of 20 Euro.
3 Credits 1% additional monies applied to selected investment products plus an additional donation to your favourite charity of 30 Euro.
4 Credits 1.25% additional monies applied to selected investment products plus an additional donation to your favourite charity of 40 Euro.
5 Credits 2% additional monies applied to selected investment products plus an additional donation to your favourite charity of 100 Euro.
6 Credits 2.25% additional monies applied to selected investment products plus an additional donation to your favourite charity of 110 Euro.
7 Credits 2.75% additional monies applied to selected investment products plus an additional donation to your favourite charity of 120 Euro.
8 Credits 3% additional monies applied to selected investment products plus an additional donation to your favourite charity of 130 Euro.
9 Credits .5% additional monies applied to selected investment products plus an additional donation to your favourite charity of 150 Euro.
10 Credits 4% additional monies applied to selected investment products plus Plus and additional donation to your favourite charity of 250 Euro.

Beyond 10 credits

From 11 credits and beyond members can choose to redeem credits in increments of 10 plus the balance so if you wish to redeem 15 credits this means that you are entitled to the benefits applicable for both 10 credits and 5 credits separately. If you have 20 credits and you wish to redeem 15 and save 5 then the same formula will apply and your extra unredeemed 5 credits can be redeemed at any point in the future as well as accumulating with further credits gained in the future

Redeeming credits in multiples of 10 ensures that you always receive all of the maximum benefits but we will ensure to make donations to charity as credits are accumulated so that there is no waiting period whilst members and clients decide how and when to redeem their credits.

Donations to charities from the Member Credit Reward program will be made quoting the name and address of the member unless you advise us that you wish to remain anonymous. When multiple donations are being made to any charity, we will list the names of each donating member together with the amount in our correspondence with the charity unless you advise us that you wish to remain anonymous.

Click here to join our site now
Click here to refer a friend or colleague

Terms and conditions

1) Site members must be at least 18 years old.
2) We reserve the right to remove any individual from participating if we are not satisfied that they meet our required criteria.
3) Member Credits will be awarded when Unity Financial Partners or any of its associated network Receive either a fee for advice provided or commission from the sale of a product or products. Credits will not be awarded where advice or information is given and there is no resulting payment received within 90 days.
4) Unity Financial Partners reserve the right at any time in the future to apply credits only when fees Or commissions are above a minimum total level. As at 1st October 2009, this amount per client is 200 Euro, 175GBP or 250 US Dollars.
5) Charity referral and Member Credit donations to Charity will be sent within 30 days of us receiving Cleared payments for fees or commissions generated.
6) Free Cash allocation apply only to specified Investment and Insurance related products and these Products have minimum initial investment levels. These products will be published in the news Section of our website from Dec 1st 2009 and will be updated regularly.
7) We respect your privacy. If you want to be removed from this program and our mailing list at any time then please Let us know by email to unsubscribe@unityfinancialpartners.com
8) All information provided and collected is entirely confidential. We do not share your information With any organizations outside of our network unless you instruct us to.
9) Credits can be accumulated only down to 1 level below the initial referrals.
10) Clients and members can obtain details of their accumulated credits by sending an email to charity@unityfinancialpartners.com.
11) Donations made to charity from the member credit program can also be made in either British Pounds or United States Dollars. The relevant exchange rate from Euro will be used and will be Converted at the best rate we are able to obtain.

Click here to join our site now
Click here to refer a friend or colleague

Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
Sign Up for our newsletter
Latest Special Offers
Market reports
Fund Focus
EU Savings Directive
What is the EU Savings Directive?
How does this affect me?

How good advice can reduce or remove this.