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Partners & Introducing Brokers

Built for relationships that grow over time.

Partner relationships are organized around referral flow, territory, commercial structure and operational support.

Discuss PartnershipInstitutional
Partner DeskIllustrative relationship pipeline
Stage 01Inquiry

Business fit, client profile and relationship scope.

01
Stage 02Review

Due diligence, eligibility and documentation.

02
Stage 03Setup

Approved commercial and operating structure.

03
Stage 04Ongoing

Relationship support, reporting and client pathway.

04

Partnership model

The relationship is described by responsibilities and workflow rather than by exaggerated “partner benefits.” Final commercial terms remain subject to Bayocean's actual approved program.

01

Introduce

Partners may introduce prospective clients through an approved acquisition and referral framework.

02

Onboard

Client onboarding remains within Bayocean's existing account-opening and verification environment.

03

Support

The partner relationship can include agreed operational communication and client-service pathways.

Regional Strategy

Different markets need different partner approaches.

Regional coverage reflects areas where Bayocean can legally and operationally support partner activity.

Region AAsia-PacificAP
Region BEuropeEU
Region CMiddle EastME
Region DLatAmLA
Coverage PrincipleAvailability follows legal and operational support.01

Partner toolkit

The partner toolkit contains approved brand assets, onboarding guidance, reporting tools and campaign materials where available.

Partner Enablement

Approved content, client journeys and reporting in one system.

Everything the partner needs should be governed, versioned and aligned with Bayocean's brand and compliance requirements.

Materials

Brand & campaign assets

Only approved marketing materials and current disclosures.

Operations

Reporting & support

Defined communication, reporting and client handoff pathways.

Commercial Framework

Terms belong in the agreement.

Revenue / commission modelPartner compensation, attribution and eligibility are governed by the applicable written Introducing Broker / Partner Agreement.Agreement
Client attributionDefine how referred clients are attributed and how changes or disputes are handled.Policy
Payment schedulePayment timing, thresholds and conditions are specified in the applicable written partner terms.Agreement
Marketing conductPartner communications should follow approved brand, legal and risk-disclosure requirements.Controlled

Partner onboarding

Document Set 01

Business Profile

Company background, target audience, geography and proposed partnership scope.

Document Set 02

Due Diligence

Required corporate and identity documentation under the approved process.

Document Set 03

Commercial Terms

Approved economics, attribution, reporting and settlement framework.

Document Set 04

Activation

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

Partner Disclosure

Growth needs boundaries.

EligibilityPartner acceptance should follow Bayocean's current business, legal and due-diligence criteria.
Client communicationsPartners should not make unapproved claims about returns, regulation, execution, leverage or product suitability.
Commercial termsRebates, revenue share or commissions should be governed by the executed partner agreement.
JurisdictionPartner activity must respect service availability and marketing restrictions in relevant locations.

Start with the relationship, then define the structure.

Partnership discussions should begin with fit, geography, client profile and the capabilities Bayocean can actually support.

Discuss PartnershipInstitutional
PARTNERS