1. Data Collection and Use

By completing the registration form, you consent to Company Protection collecting the following personal information:

• Name and Postal Address: For the purpose of sending you a Welcome Pack, which includes a "Refer & Earn: Quick Start Guide" and branded gifts.
• Email Address and Telephone Number: To communicate with you regarding your role as a Referral Partner, including relevant updates, support, and promotional activities related to Company Protection's services.

2. Communications

Company Protection will use your email address and telephone number to:

• Provide ongoing updates and support in relation to the referral partnership.
• Notify you of relevant changes, promotional offers, and new services from Company Protection.
• With your permission, contact you by phone or email to promote services and share opportunities to engage with our business.

You may opt out of promotional communications at any time by following the unsubscribe instructions included in the emails or by contacting us directly.

3. Referral Partner Responsibilities

As a Referral Partner, you agree to:

• Promote Company Protection’s services in a manner consistent with the training provided.
• Adhere to all relevant laws and regulations when referring clients to Company Protection.

4. Data Privacy

Company Protection respects your privacy. Your personal information will be processed in accordance with our Privacy Policy, which explains how we collect, use, and protect your data. Your information will not be shared with third parties without your explicit consent, except as required by law.

5. Changes to Terms and Conditions

Company Protection reserves the right to modify these Terms and Conditions at any time. Any changes will be communicated to you, and your continued participation as a Referral Partner will indicate your acceptance of the updated terms.

6. Termination

Either party may terminate the referral partnership at any time. In the event of termination, Company Protection may continue to contact you for feedback or ongoing business-related communications unless you specifically request to cease communications.

7. Third-Party Referrals and Commission Sharing

Company Protection may, from time to time, identify additional client needs and refer the client to a third-party service provider who is better placed to fulfil that specific requirement. Where such a referral results in Company Protection receiving a commission or fee from the third-party provider, the Referral Partner Firm will receive their agreed share of commission, calculated based on the amount received by Company Protection. This ensures fair and transparent compensation for all introductions, regardless of whether Company Protection or a third-party fulfils the client’s need.

8. Conduct & Responsibilities

• The Referral Partner agrees to act honestly, transparently, and with integrity.
• The Referral Partner shall ensure that all staff involved in the referral process understand their role limitations and comply with this Agreement.
• The Referral Partner agrees to notify Company Protection immediately if they become aware of any complaint, concern, or issue involving a referred client.
• The Referral Partner must not present themselves as being authorised to provide regulated financial services.
• The Referral Partner is responsible for providing good quality introductions of customers (including business entities) who are looking to secure advice in respect of business protection solutions.
• The Referral Partner is responsible for ensuring that the guidance and requirements provided by MAB are observed at all times.
• The Referral Partner is responsible for ensuring that the customer is made aware of any remuneration that will be paid for providing the introduction, prior to their details being passed on.
• The Referral Partner is responsible for maintaining controls that ensure no individual within the Referral Partner’s own business engages in any form of fact finding, offering advice, issuing illustrations or product information to a customer.