Partners
Got a client who needs funding you can't structure? Send us the deal. Earn on the close.
An introducer programme for accountants, brokers, equipment dealers, OEMs, and consultants. You keep the relationship. We do the structuring. You earn on placement.
Sound Familiar?
You're an accountant. Or a broker. Or an equipment dealer. Or a business consultant. A client tells you they need equipment finance, an export credit limit, an overdraft restructure, or capital to grow. It's outside your wheelhouse — but you don't want to refer them away to someone who'll take the relationship.
Or you do refer them, and you watch the deal close without you seeing a cent.
Refer the deal to us. Keep the client. Earn on the close.
Who refers to us
Accountants
Hear about funding needs in monthly meetings
Brokers
Mortgage, insurance, finance — clients need structures outside your licence
Equipment dealers and OEMs
Lose deals to "subject to finance"
Business consultants
Identify capital gaps in client engagements
Other financial advisors
Clients needing services outside your authorisation
How it Works
- 1
You Introduce
Forward the client details and what they need. We engage them within 48 hours.
- 2
We Engage
We sign an engagement and disclose your introducer status to the client. Full FAIS-compliant.
- 3
We Structure
We do the advisory work, place the funding, and structure the insurance. The deal closes.
- 4
You Get Paid
On successful placement, you earn an introducer fee on the deal value.
Two Ways to Engage
OPTION A
Casual Referral
Send us deals as they come. No agreement required. We pay you on successful placements per deal.
- Zero paperwork to start
- Per-deal commission, paid on placement
- Walk away any time
Light touch · Per-deal
OPTION B
Formal Partnership
Signed introducer agreement. Ongoing commercial relationship. Co-branded materials available. Trailing commissions on multi-year structures.
- Signed introducer agreement
- Co-branded materials available
- Trailing commissions on multi-year structures
- Quarterly pipeline reviews
Ongoing · Trailing commissions
Commercial structure
Commission rates are case-by-case based on deal size, complexity, and the engagement structure. Standard industry rates apply. We disclose your introducer role to the client (FAIS requirement) and handle all compliance and regulatory work.
Detailed terms shared in conversation. All introducer fees comply with FSP and FAIS commission disclosure rules.
Got a deal to refer? Let's talk.
Insightflow (Pty) Ltd · Authorised Financial Services Provider (FSP 46090)