INTRODUCING BROKER


Our Introducing Broker (IB) programme enables intermediaries such as individuals or corporates to partner with us. The aim is to grow our businesses together in a mutually beneficial relationship and transparent manner.
We work with solicitors, accountants, financial advisors and other professionals, to tailor services to meet both your and your client’s investment requirements.

 

INTRODUCING BROKER


Our Introducing Broker (IB) programme enables intermediaries such as individuals or corporates to partner with us. The aim is to grow our businesses together in a mutually beneficial relationship and transparent manner.
We work with solicitors, accountants, financial advisors and other professionals, to tailor services to meet both your and your client’s investment requirements.

Tailored to you


We understand the importance of the professional relationship between you and your clients while the service you introduce must enhance your own.

Involving us in your client relationship can strengthen the relationship you have with your own clients because of the highest professional standards we adhere to.

We recommend an initial meeting to establish and coordinate a suitable relationship structure between parties in order to facilitate a tailoring of our services to meet the ongoing requirements of your company and clients.
i. Indirect relationship
You can appoint yourself an 'agent of the client'. Based on your understanding of your client's objectives and risk profile you can construct an appropriate investment mandate while continuing to act as our principal contact thereafter.
ii. Direct relationship
You can 'introduce' your client to us. Your assigned broker will ascertain your client's objectives and risk profile before producing an investment mandate alongside conducting regular reviews.

Introducing broker benefits


Add a new revenue stream without adding to your cost base along with additional benefits:
◦ Client on-boarding;
◦ Agent account statements alongside monthly rebates;
◦ Partner portal for real time reporting on client account activity;
◦ Back office function for financial reporting; ◦ Dedicated senior representative for ongoing business development; ◦ Strategic sales and marketing initiatives via offer-based campaigns targeted at your client base

For more information please contact us directly on 020 3869 6080 or email enquires@clearcapitalmarkets.co.uk
 

Tailored to you


We understand the importance of the professional relationship between you and your clients while the service you introduce must enhance your own.

Involving us in your client relationship can strengthen the relationship you have with your own clients because of the highest professional standards we adhere to.

We recommend an initial meeting to establish and coordinate a suitable relationship structure between parties in order to facilitate a tailoring of our services to meet the ongoing requirements of your company and clients.
i. Indirect relationship
You can appoint yourself an 'agent of the client'. Based on your understanding of your client's objectives and risk profile you can construct an appropriate investment mandate while continuing to act as our principal contact thereafter.
ii. Direct relationship
You can 'introduce' your client to us. Your assigned broker will ascertain your client's objectives and risk profile before producing an investment mandate alongside conducting regular reviews.

Introducing broker benefits


Add a new revenue stream without adding to your cost base along with additional benefits:
◦ Client on-boarding;
◦ Agent account statements alongside monthly rebates;
◦ Partner portal for real time reporting on client account activity;
◦ Back office function for financial reporting; ◦ Dedicated senior representative for ongoing business development; ◦ Strategic sales and marketing initiatives via offer-based campaigns targeted at your client base

For more information please contact us directly on 020 3869 6080 or email enquires@clearcapitalmarkets.co.uk
 
 
9 Devonshire Square, London, EC2M 4YF

CFD trading and other margin trading can result in losses that exceed your deposits. Ensure you understand the risks. Find out more.

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