Free Demonstration
         
       
 

Referral Reward Program

We appreciate it when you refer a new client to us. The Referral Reward Program is our way of saying thanks for those referrals. Simply put, if you refer a wealth manager to us, and that wealth manager subsequently subscribes to Investment Gold, then we reward you with Credits that can be applied to pay for our firm's support and training services.

The details of our Referral Reward Program are as follows:

1. Upon acceptance of your referral, if the referred wealth manager subscribes to Investment Gold within 3 months of receipt of the referral, you will be rewarded with Credits that can be applied to pay for our firm's support and training services.

2. The number of Credits rewarded is determined by the size of the referral's initial subscription. Each subscribed Investment Gold license results in a reward of 2 Credits. For example, if the referral initially subscribes for 5 Investment Gold licenses, then you will be rewarded with 10 Credits.

3. You must make the referral by electronic mail.

4. We will respond to your referral via electronic mail, either accepting or rejecting the referral (a referral would be rejected if it failed to satisfy any of the conditions stated below).

5. Credits becomes available to you on the first day of the first full month of the referral's initial subscription. You will receive an electronic mail message from our firm on that date confirming the availability of the Credits. If you don't receive a confirming electronic mail message from our firm, please draw the situation to our attention by electronic mail.

6. We can only accept referrals from Investment Gold clients with current subscriptions.

7. We can only accept referrals of individual wealth managers. This program has not been designed to accommodate referrals of entire dealers or brokerages. If you want to refer a dealer or brokerage, please contact our firm to discuss compensation.

8. We can only accept referrals of wealth managers before they enter our sales process. The only exception is a wealth manager that hasn't been in contact with our firm for at least 6 months (on the assumption that we no longer view that wealth manager to be an active prospect). Please note that a wealth manager is considered to enter our sales process on the date that they make initial contact with our firm. Also please note that a wealth manager is considered to have been in contact with our firm if any type of communication takes place between the wealth manager and our firm, with the exception of communications that our firm sends to multiple prospects at once for marketing purposes.

9. Yours must be the first referral of that wealth manager. The only exception is a previously referred wealth manager that hasn't been in contact with our firm for at least 6 months (on the assumption that we no longer view that wealth manager to be an active prospect). Please note that a wealth manager is considered to have been in contact with our firm if any type of communication takes place between the wealth manager and our firm, with the exception of communications that our firm sends to multiple prospects at once for marketing purposes.

10. This Referral Reward Program takes effective Sept. 1, 2003 and remains in effect until terminated by our firm.

11. The terms of this Referral Reward Program are subject to change without notice.

 
     
 
 
Copyright © 2012 by Chaffe/Malcolm + Partners Inc. All rights reserved.
The information on this page is confidential and is provided exclusively for current subscribers to Investment Gold.
No part of this page may be printed, copied or otherwise reproduced without prior written permission from Chaffe/Malcolm + Partners Inc.