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Your success is our business.
Our sole mission has been to preserve and enhance our clients'  wealth through strong absolute returns in both rising and falling markets.  As an independent firm, we have no alternative agendas.  We are not in the investment banking or brokerage businesses. 
 
Our Managers are compensated based solely on performance, not on annual fees or commissions.  This arrangement ensures that our goals and objectives are in the best interest of our clients.  We have outperformed 98% of the world's most successful funds...
Referral Fee Program

Overview

Laureate BVI Ltd., is pleased to invite you to join our Referral Fee Program. The Referral Fee Program offers payouts for client referrals. The program is available to select individuals who offer Advisory or related Professional services. Referral Partners may not provide direct trading advice or recommendations with respect to any specific transaction or specific investment product managed by Laureate BVI Ltd.  It is the sole responsibility of the Referral Partner to (1) ensure that his or her services and referral activities are exempt from licensing requirement by regulators in the countries and jurisdictions in which he or she operates, (2) act in accordance with all legal, ethical, and acceptable business standards.

 

Application Process

In order to participate in the referral fee program you must first fill out the Referral Program application.   Please contact Private Client Group for additional information. Your application will be reviewed and you will be notified (via email) of your status.

 

Referring Clients

Once your application has been approved, you will receive a confirmation email along with a unique referral code. You must ensure that prospects have the referral code during the account opening process. Any accounts opened through our Private Client Group will be recognized as your referrals. In order for you to receive fees for a referred account, the referred client must meet all of the criteria listed in the Payout Rules below.

  

Payout Rules

Payouts to Non-US Referral Partners are subject to the following rules:

  • Referred clients must maintain at least $2,500 or USD equivalent in their account.
  • For each referral, Laureate BVI Ltd. will pay 2% commission of initial deposit.
  • For Institutional Accounts of $1 million or more Laureate BVI Ltd. will pay1% commission of initial deposit.
  • The referred client must maintain account with initial balance for a minimum of 12 months.
  • Payouts are available for the life of the opening of the referred customer's account. Payouts will be made for the management fee generated after the first year on a quarterly basis.

Referral fees will be paid out on a monthly (mid-month) basis.

 

Restrictions
Due to regulatory restrictions, Laureate BVI Ltd. can neither accept referral partners from United States, nor pay referral fees for accounts originating in United States.
NAME:

OCCUPATION:

ADDRESS:

E-MAIL ADDRESS:

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DESCRIPTION OF YOUR PRIMARY JOB FUNCTION
WHAT REALTIIONSHIP/CONNECTION DO YOU HAVE TO PROSPECTIVE CUSTOMERS WHO YOU MAY REFER TO LAUREATE BVI LTD

IN WHAT COUNTRIES ARE THESE CUSTOMERS LOCATED:
REFERRAL FEE PAYMENTS TO BE MADE OUT TO:
I HEREBY ACKNOWLEDGE THAT I HAVE READ AND AGREE TO THE TERMS IN THE REFERRAL AGREEMENT.
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BY TYPING MY SIGNATURE AND SENDING IT VIA THE INTERNET, I ACKNOWLEDGE THAT I HAVE READ AND UNDERSTAND ALL THE INFORMATION PROVIDED DURING THE APPLICATION PROCESS; THAT I INTEND LAUREATE BVI LTD., TO RELY UPON IT; THAT I INTEND TO BE BOUND THEREBY; AND THAT I UNDERSTAND AND AGREE THAT MY ELECTRONIC SIGNATURE IS THE EQUIVALENT OF A MANUAL WRITTEN SIGNATURE. SIGNATURE: