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 the Edit icon beside their name
Enter the new rate percentage
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 assistance with referral fee-sharing, please contact our Customer Support Team through the Service Hub, Live Chat, or email [email protected].