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Ready to Refer? Fill in our Simple Form


Introducer Details

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Introducer Company Details

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Please note we can't accept introductions from Introducer Appointed Representatives (IARs).
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Please provide details of your Principal firm

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Please note that HUB will not appoint your company as an Introducer Appointed Representative and you are introducing the client under Exclusions 33A and 33B of the Regulated Activities Order.

Introducer Agreement

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No problem – you can still go ahead and refer the client. However, you’ll need to have an Introducer Agreement in place to allow us to pay any introducer fees. We’ll be in touch to arrange this once you’ve referred the client.

No problem – you can still go ahead and refer the client as long as you have consent from your Principal firm to do this. However, your Principal firm will need to have an Introducer Agreement in place to allow us to pay any introducer fees. We’ll be in touch to arrange this once you’ve referred the client.

Download the Introducer agreement

Client Details

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Referral Details

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  • I have not provided a personal recommendation on the area of advice for which I am referring the client, or the client has decided not to proceed with a recommendation I have provided.
  • I have authority from my company to make this client referral.
  • I have consent from the client to pass their personal data to HUB Financial Solutions Limited and for HUB Financial Solutions Limited to contact them to provide the service requested in this form.
  • I agree to the relevant HUB Financial Solutions Limited terms of business and to how my data will be processed by HUB Financial Solutions Limited in accordance with the privacy policy.
I confirm that the above statements are true.
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