Agree a clear referral relationship.
General information for prospective introducers. Individual arrangements are agreed in writing.
Before referring a client
Contact Funding 4 Business to agree the referral process and responsibilities. This page does not create a commission entitlement or replace a signed introducer agreement.
Commercial arrangements
Any commission share, qualifying introduction, payment trigger, exclusions and timing must be agreed individually in writing before relying on a payment arrangement.
Client permission and information
Only share personal information where you have a lawful basis and appropriate permission. Explain that the client is being introduced to Funding 4 Business and a Swoop-powered application route. Provide accurate details and use suitable channels for sensitive records.
Representations
Do not promise funding approval, fixed rates or outcomes on our behalf. Do not describe Funding 4 Business as a lender or claim regulatory permissions that have not been confirmed.
Managing the relationship
Agree client contact, updates and handling of existing relationships in writing. If a referral is disputed or the client is already known, discuss it before making assumptions about fees.
Discuss an agreement
Email contact@fundingforbusiness.co.uk. See our privacy notice and commission disclosure.