GoldStandard Wealth offers an opportunity for individuals to earn by referring prospective Portfolio Managers to our platform. Upon successful onboarding, referrers receive 8.33% of all revenues earned by GoldStandard Wealth from their referred Portfolio Managers, including onboarding fees, annual fees, and AUM-based revenue share.
Referrer submits prospective Portfolio Manager's details using this form. Required details are,
Full name
Email ID
Mobile Number
Full Address
Current business/role
MF Access / All Access / Private Portfolio
Approximate AUM potential
90-day exclusive protection begins upon registration
Required progress milestones:
First 30 days: Initial introduction and GoldStandard Wealth presentation
Days 31-60: Follow-up meeting or detailed discussion
Days 61-90: Clear progress toward engagement
Protection period may be extended if:
Active negotiations are ongoing
Due diligence is in process
Contract discussions have begun
Extension requests must be submitted through specified form
Protection ends if:
90-day period expires without required progress
Activity requirements not met
Prospective Portfolio Manager declines to proceed
Referrer voluntarily releases the prospect
Protection becomes permanent when Portfolio Manager joins GoldStandard Wealth
Referral rights secured for
Initial onboarding fee
Annual fees
AUM-based revenue share
Monthly Payout of referral fees begins
Payments continue even after termination of referral agreement
Referrer has the right to assign payments to successor / heir / unrelated party
Annual Tax reporting and compliance documents provided as per regulatory timelines
Program terms may be modified with 30 days' notice
All disputes subject to final decision by GoldStandard Wealth management
Referral rights are non-transferable
Commission rights continue as long as Portfolio Manager remains with GoldStandard Wealth