Introducing Broker Assessment

Why We Ask You to Complete This Assessment

This assessment is a required step for us to negotiate an Introducing Broker deal on your behalf with one or more brokers.

Brokers do not offer favourable commission structures, rebates, or exclusive terms based on intentions or future plans. They make decisions based on verifiable information, including:

• The types of clients you are able to refer
• Your historical performance and volume potential
• Your operating model and growth capacity
• Your compliance and risk profile

The information you provide allows us to position you as a credible revenue partner, not merely a traffic source.

What This Enables Us to Do for You

• Negotiate better commission tiers and rebate structures
• Determine eligibility for enhanced or exclusive broker deals
• Match you with brokers that best suit your client profile
• Avoid delays, rejections, or downgraded offers due to missing information
• Protect your credibility during broker negotiations

What Happens After You Submit

1. Your information is reviewed and assessed
2. Verification is performed where required
3. Your deal eligibility and tier are determined
4. Brokers are approached using your data
5. You are presented with the available deal options

This assessment is not a formality — it is the foundation of your broker agreement.

How to Complete This Assessment Successfully

• Answer all sections honestly and accurately
• Select all options that genuinely apply to you
• Provide realistic figures and estimates
• Be prepared to submit supporting proof if requested
• If a section does not apply, leave it blank or indicate accordingly