01
An introduction to your business
Share your business model, audience and communication channels. Eligibility is reviewed before an arrangement is offered.
INTRODUCING BUSINESS
Introduce with
a clear framework.
Discuss an introducing relationship with MEXNANCE and understand the responsibilities before referring clients.
MEXNANCE / INTRODUCING BUSINESS
A relationship
with purpose.
Introduction
Responsibilities
Agreement
02
A transparent commercial discussion
Review how remuneration is calculated and when it is payable. Do not assume a rate until terms are agreed.
03
Responsible client communication
Use approved information and describe risks as well as features. Never imply guaranteed returns.
START THE CONVERSATION
Bring your business
into the picture.
01
Your audience
Tell us who you reach and how you currently communicate with them.
02
Your approach
Outline the channels, content and working relationship you have in mind.
03
A clear agreement
Confirm eligibility, responsibilities, remuneration and reporting before starting.
YOUR NEXT MOVE
A clearer next step.
Explore your account options, understand the conditions and take your next step with MEXNANCE.