Become an introducer

Financial advisers, accountants, solicitors, care providers and others

You refer clients when estate planning comes up and would rather they were simply looked after. No fee either way, just a trusted introduction.

What this partnership includes

A simple referral process that fits how you already work
Plain-English explainers to share with clients
Prompts for when a review is worth suggesting: a life event, a house move, a will that is out of date

No fee in either direction.

The full terms are in the agreement below. Please read it before you sign.

Organisation or trading name *Your name *Email *PhoneWebsite

Postcode

Address

What you doCompany or FCA numberIf you have one.Anything you'd like us to know

Is there a Squiggle consultant you're already speaking to, who you'd like to meet your people?If someone from Squiggle has been in touch, choose them here and they will look after your partnership. If not, leave this as it is and we will match you with the right person.

Your agreement

Please read this carefully. Signing below creates your partner account and is a legally binding electronic signature.

MASTER REFERRAL AGREEMENT

This Agreement is made on the date of electronic signature recorded below between:

(1) Squiggle Consult Ltd, an estate-planning firm ("Squiggle"); and
(2) [your organisation] (the "Partner"),
an unpaid introducer.

Summary of what the Partner qualifies for: —.

1. PURPOSE
The Partner and Squiggle wish to work together so that the Partner's people
and clients can access professional estate-planning advice and, where
applicable, free wills. This Agreement sets out the basis of that
relationship.

2. WHAT SQUIGGLE PROVIDES
1. The parties will refer clients to one another in good faith. No referral fee or free-will entitlement applies under this Agreement unless separately agreed in writing.

3. REFERRALS
The Partner may introduce individuals to Squiggle with their consent. Each
individual remains free to choose their own adviser; a referral is an
introduction only and creates no obligation on the individual to instruct
Squiggle. Squiggle is responsible for the advice it gives and for its own
regulatory compliance.

4. DATA PROTECTION
Each party is an independent controller of the personal data it holds and
will comply with UK data-protection law. The Partner confirms it has a lawful
basis to share an individual's contact details with Squiggle for the purpose
of an introduction, that the individual has been told their details will be
shared and why, and that the individual has not objected. Each party will keep
the shared data secure and use it only for the introduction.

5. NO EMPLOYMENT OR PARTNERSHIP
Nothing in this Agreement creates a partnership, joint venture, agency or
employment relationship between the parties. Neither party may bind the other.

6. TERM AND TERMINATION
This Agreement starts on the date of signature and continues until ended by
either party on 30 days' written notice.

7. GOVERNING LAW
This Agreement is governed by the law of England and Wales.

By signing electronically below, the Partner confirms they are authorised to
enter into this Agreement on behalf of [your organisation] and agree to its terms.

Type your full name to sign *I confirm I am authorised to sign on behalf of my organisation, I have read the agreement above, I agree to its terms, and I intend my typed name to be my legally binding electronic signature.

We record the date, time, your IP address and a secure record confirming the document has not been altered, to evidence your signature. Fields marked * are required.

We'll use these details to set up your partner account and referral tools. See how we handle your data.