How the referral works
Regions are derived from each company's registered office at Companies House, so a Manchester firm gets the North West and not a Kent company that happens to be on the same list.
Set the referral rate below. It applies to the fees the partner bills the client, not to our admin cost. Write it down — the commonest way these arrangements sour is a rate nobody recorded.
The export lists each company, what is outstanding, the deadline and the statutory position. No codes, no logins. It is enough for a partner to quote from and nothing more.
The partner holds the ARN and the AML supervision and does the filing. We are the preparation layer — they carry the regulatory responsibility, which is the point of the arrangement.
Once a firm has accepted the work and is engaged by the client, the auth code goes across separately — never in the pitch, never by the same channel as the brief.
Set the terms
Export for a partner
Pick a region, copy, and paste into an email. Credentials are stripped before the text is produced — there is no option to include them.
Pick a region and press "Produce the brief".