Partner Programme

The Four Kinds of Introduction

The programme is one thing with four faces, and your code is the same in all of them. Which face applies is worked out from your own status and the plan the person you introduced subscribes to. The relationship you pick when inviting someone by email only changes the wording of the invitation.

Refer a friend: someone planning their own estate or signing their own will
Refer a professional: a solicitor, will writer, accountant or financial adviser joining the platform
Refer a client: one of your own clients, if you already work here as a professional. Your client still receives their welcome reward, but no reward is credited to you for someone who is already your client
Refer a colleague: another professional in your network

The four are not priced alike

Each kind of introduction carries its own pair of figures, one for you and one for the person you introduced, and introducing a professional is treated differently from introducing a consumer. The Partner Programme page shows the current pair for each of the four, which is why they are not repeated here.

What Qualifies an Introduction

The event that counts

An introduction qualifies once the person you referred completes a paid subscription. Signing up is not the qualifying event: an account that never reaches a paid plan leaves the introduction sitting at Pending until its window closes, and it then shows as Expired.

Why professionals take longer

A professional has to be verified before they can subscribe, and verification is not instant. Introductions of professionals are therefore given a longer window than introductions of consumers, and the programme page states the window that applies rather than fixing it in this article.

If the payment is reversed

A full refund of the qualifying payment, or a chargeback the payment is lost to, withdraws the reward and marks the referral row as refunded. A partial refund leaves the reward in place.

What a Reward Is

Rewards are credited as free subscription months. They are service credit and nothing else: there is no cash equivalent and no payout.

Applied automatically on a paid plan: if you already pay for a plan, a qualifying introduction is credited without a claim step
Claimed on a free plan: if you have no paid plan, the referrals dashboard shows a claim button. Claim within the time it shows; claiming starts a subscription whose free months come first, and billing begins once they end
They stack: each qualifying introduction adds to the months already credited
Fair use applies: once your completed introductions reach the cap for a rolling window, you cannot start new referrals until older ones fall outside it. The cap is shown on the programme page and on your dashboard

Where Your Dashboard Lives

There is one set of referrals behind two doors. Working in a personal view, the dashboard sits under Account, then Subscription, then Referrals. Working in a professional view, it sits under Billing instead. Both show the same code and the same list.

The day-to-day mechanics of that dashboard, including how to invite someone by email and what each status on a row means, are covered in the Referrals article.

The Terms That Govern It

The programme runs under the Partner Programme Terms, linked from the foot of the Partner Programme page. The terms are the authority on eligibility and on the circumstances in which a reward can be withdrawn, and they take precedence over this summary wherever the two read differently.