We can create a custom made solution for you recognizing that all of our clients are unique
Working with Unity Financial Partners – Become an Introducer
At Unity Financial Partners, we can provide the widest range of Financial Services for Expatriates worldwide and we recognize that personal introductions from fellow professionals are the very best type of enquiry because there is a very high chance that a personal recommendation from you will result in a new client for us.
How do We Work
We have found that because of our high levels of advice and service, our clients provide us with referrals and personal introductions on a regular basis. We have a charity referral and member credit reward program which encourages this but we are also doing our part by pledging to donate 10% of all our fees received from our charity referral program to recognized charities and our clients can also build up additional benefits through our member credit reward program. This means that you can benefit not only from an introductory fee or commission for the first client but also for further clients referred down the line.
How do I get Paid
It really depends on several different factors. If you are already a Financial Advisor, Insurance Broker, lawyer, Accountant, mortgage broker or any other Financial Professional then we can arrange a discussion with you to determine introductory rates based on mutual expectations so please don’t hesitate to contact us today by completing our introducer application form or pick up the phone and give us a call.
If you are working in a non financial profession but your work brings you into regular contact with expatriates who need the best quality financial advice and assistance, we suggest that you complete our online introducer application form which you can go to by clicking on the link below. This will help to speed up the process and we will be in touch shortly to discuss becoming an introducer with Unity Financial Partners.
Click here to complete our Introducer Application Form
Click here to join our Site
Click here to contact us
To find out how you can help without any cost or obligation, please click here
1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
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.
How does this affect me?
How good advice can reduce or remove this.
