Become a paid introducer

Financial advisers, accountants, solicitors and other professionals who refer clients and receive a referral fee

You refer clients to us and receive a referral fee on completed instructions. You do not need to be regulated to take part; if you are, you follow your own regulator's rules on referral fees.

What this partnership includes

A referral fee of 20% of the net fees for each referred client's first instruction, paid once their matter has completed
A simple referral process and plain-English explainers for your clients
Fees are paid in arrears, and nothing is payable on cancelled or refunded matters

No joining fee. If your regulator has rules on referral fees or telling clients about them, you follow those.

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.VAT numberOnly if you're VAT registered — the referral fee is exclusive of VAT, and VAT is added for registered partners.Anything you'd like us to know

Where to pay your referral fees

The account we pay your referral fees into. You can leave this for now and give it to us later, but we cannot pay a fee without it. Stored encrypted; only the partner admin can see it.

Account nameSort codeAccount number

Accounts emailOnly if remittance confirmations should go somewhere other than the email above.

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"),
a paid introducer.

Summary of what the Partner qualifies for: 20% referral.

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. Referral fee. Squiggle Consult Ltd will pay the Partner a referral fee of 20% of the net fees for each first instruction that a referred client gives Squiggle Consult Ltd within 12 months of the referral. "Net fees" means the fees Squiggle Consult Ltd invoices for that instruction, excluding VAT and excluding all disbursements and other third-party costs, whether internal or external. The fee is exclusive of VAT; where the Partner is VAT-registered, VAT is added. Squiggle Consult Ltd pays the fee in arrears, once the client's matter has completed and Squiggle Consult Ltd has been paid. No fee is payable on cancelled, refunded or non-completing matters.

2. Regulation. The Partner need not be regulated to receive a referral fee. Where the Partner is regulated, the Partner will comply with any rules its own regulator sets for referrals and referral fees, including any requirement to tell the referred client about the fee.

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. Referral fees already accrued on
completed matters remain payable after termination.

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.