Institutional / Partners & IB

PARTNERS · Partners & IB

Built for partnerships
that grow over the long term.

For partners and Introducing Brokers (IB), the business is organised around four areas: client referral, territory coverage, commercial structure and operational support.

Discuss a partnership Institutional

01Client referral02Territory coverage03Commercial structure04Operational support

Partnership model · PARTNERSHIP MODEL

Partnership model

Partnerships centre on responsibilities and process. Final commercial terms are governed by the partnership arrangement actually approved and signed by Bayocean.

Illustrative responsibilitiesIllustrative

PartnersPARTNER

BayoceanOnboarding · Verification · Support

ClientCLIENT

Boundaries

Final referral rules and permitted marketing activities are governed by approved documents.

Territory strategy · TERRITORY

Different markets,
different partnership approaches matched to local law and operational capability.

Regional display reflects operational planning only. Formally published territory labels depend on the partnership activities Bayocean can actually conduct lawfully and support operationally.

Coverage principleService availability depends on legal permissibility and actual operational support.01

Partner toolkit · TOOLKIT

Partner toolkit

The toolkit brings together approved brand assets, registration guides, reporting tools and marketing materials.

Partner support

Manage approved content, client flows and reporting in one system.

Materials used by partners are governed and version-controlled, consistent with Bayocean’s brand and compliance requirements.

Materials

Brand and marketing assets

Use only approved marketing materials and current disclosures.

Operations

Reporting and support

Clear communication, reporting and client handover paths.

Commercial framework · COMMERCIAL

Commercial terms,
governed by written agreement.

Revenue / commission modelPartner remuneration, client attribution and eligibility are governed by the applicable written Introducing Broker / Partner Agreement.Agreement

Client attributionDefines how referred clients are attributed, and how attribution changes or disputes are handled.Policy

Payment arrangementsPayment timing, thresholds and conditions are as set out in the applicable written partnership terms.Agreement

Marketing conductPartners’ external communications must follow approved brand, legal and risk-disclosure requirements.Controlled

Partner onboarding · ONBOARDING

Partner onboarding

Onboarding materials fall into four groups covering business profile, due diligence, commercial terms and activation.

Document group 01

Business profile

Company background, target clients, target regions and proposed partnership scope.

Document group 02

Due diligence

Submit the required corporate and identity documents through the approved process.

Document group 03

Commercial terms

Approved commercial arrangements, client attribution, reporting and settlement framework.

Document group 04

Activation

Access to approved partner tools, materials and ongoing relationship support.

Partner disclosure · DISCLOSURE

Business growth
must stay within clear boundaries.

Eligibility reviewPartner onboarding should meet Bayocean’s current business, legal and due-diligence standards.

Client communicationPartners must not make unapproved statements about returns, regulation, execution, leverage or product suitability.

Commercial termsRebates, revenue sharing or commissions are governed by the signed partner agreement.

JurisdictionPartner activities must comply with service availability and marketing restrictions in the relevant regions.

Confirm partnership fit first, then define the structure.

Partnership discussions start from business fit, target regions, client profile and the capabilities Bayocean can actually support today.