Fund Managers can reward introducers by sharing a portion of their Performance Fee through a flexible referral fee-sharing system.
Setting Up Referral Fee-Sharing
As a Fund Manager, you can:
Set a referral fee-sharing rate between 0% and 50% (in 1% increments)
Update this rate at any time through the Client Portal
Allocate different rates to different introducers
How do I adjust referral rates?
To modify a referral fee-sharing rate:
Log into your Client Portal
Navigate to Funds Management → Fund Manager → Promotional Settings
Find the introducer's name
Click Edit on the relevant introducer record.
Enter the new rate percentage
Click Confirm to save your changes.
Calculation Example
Let's see how this works in practice:
Jason introduces 4 investors who subscribe to your funds with a total of $50,000
Your funds earn $10,000 in profit during a billing period
Your Performance Fee is set at 25% ($10,000 × 25% = $2,500)
You've set Jason's referral fee-sharing rate at 10%
Jason receives: $2,500 × 10% = $250
You retain: $2,500 - $250 = $2,250
This system allows you to reward introducers while maintaining control over your fee structure.
For account-specific help, sign in to the Client Portal, open Service Hub from the left navigation menu, select Create Ticket, and choose the category and issue that best match your request.