For the advisers who refer fund managers.

Offer

What we offer referrers

• A trustee and AFSL host for wholesale property development and secured-lending programmes.
• Published fees, so you can set your client’s expectations.
• A published supervision framework.
• Your client relationship stays with you. We do not provide accounting, tax or broking services.

Process

How referral works

1. 01Email [email protected] with your client’s name and a short outline. We acknowledge the same business day.
2. 02We hold an initial call with your client, with you present if they wish.
3. 03We tell you whether we can act. If we cannot, we say so.

Fees

Referral fees

We do not pay or receive referral fees.

Law firms

Law firms

We work with law firms that do not compete for the same work. Gavin McInnes, SLC’s Managing Director, is Founding Partner of GRM LAW, which may act on fund documents. Your client may nominate your firm where there is no conflict.