Referral programme

Refer a firm.
Earn £2,000.

For every UK brokerage you refer who moves to Adviser IQ, you earn £2,000 once they're on the platform for 60 days.

Why join

Why refer

£2,000 per firm after 60 days on the platform

No cap on how many firms you can refer

Dedicated onboarding support for your referral

Transparent tracking in your own Adviser IQ referral dashboard

How it works

How it works

01

Submit the referral

Enter the firm's details via your referral link.

02

We take it from there

Our team handles the demo, migration plan, and onboarding.

03

Track progress

See status in your dashboard: demo booked, proposal, onboarding.

04

Get paid

£2,000 paid 60 days after the firm goes live on the platform.

Eligibility

Eligibility

The referred firm must be a UK-regulated mortgage or protection brokerage
The firm must not already be in our CRM or an active sales conversation
The firm must complete at least 60 consecutive days as a paying Adviser IQ customer
Referrals from employees of the referred firm don't qualify
FAQs

Frequently asked questions

How long does payment take?

Payment is made 60 days after the firm goes live, paid via bank transfer within 14 days of the 60-day mark.

Can I refer multiple firms?

Yes — no cap. We've had referrers bring in 10+ firms.

What if the firm leaves after 60 days?

The bounty has already vested at 60 days. We keep paying you regardless of subsequent churn.

Is this tax-free?

No. You'll receive the gross £2,000 and it's your responsibility to declare it correctly.

Refer your first firm

Generate your unique referral link in under 60 seconds.

Get started