Choosing the right partnership model

The four Centrino partnership models are not tiers of the same thing. Each is designed around a different way of connecting people with financial services. The right choice depends less on size and more on the nature of your relationship with the people you reach.

Start with the relationship

Ask yourself how the people you would introduce know you. If they are clients you advise or serve personally, the introducing broker model is usually the natural fit. If they follow your content, subscribe to your publication or belong to your community, the affiliate model is built for that kind of reach.

• Personal, one-to-one relationships usually suit the introducing broker model.
• Content, media and community audiences usually suit the affiliate model.
• A documented strategy that others want to follow points towards the signal provider model.
• Managing clients’ accounts under your own authorisation points towards the money manager model.

Consider what you will need to track

Each model emphasises different information in the partner portal. Introducing brokers tend to care about the status of each individual client. Affiliates care about campaigns, channels and conversion. Signal providers care about reach and engagement. Money managers care about oversight and reporting. Choosing the model whose reporting matches your questions will make the partnership easier to run.

Check the requirements early

Some models, particularly money management and certain introducing activities, may require authorisation in your jurisdiction. It is better to establish this before you apply. If you are unsure, say so in your application; the partnership team will explain what applies.