Associate
- Qualified accounts / quarter
- x–xx
- Monthly lots across your book
- xx+
- Partner share of pool
- xx%
- Network keeps
- xx%
- Sub-IB override
- Not available
- Approved asset library
- Copy review on request
- Monthly statement
Sheet 03 · TiersSplits and thresholdsReviewed quarterly
Partner tiers
Three tiers.One rulebook.
A tier sets your share of the commercial pool, whether you may recruit sub-IBs and how much supervision we carry for you. Every tier works to the same claim library and the same disclosure rules.
The tiers
Regional
- Qualified accounts / quarter
- xx–xx
- Monthly lots across your book
- xxx+
- Partner share of pool
- xx%
- Network keeps
- xx%
- Sub-IB override
- x%
- Everything in Associate
- Recruit up to xx sub-IBs
- Named partner manager
Principal
- Qualified accounts / quarter
- xx+
- Monthly lots across your book
- x,xxx+
- Partner share of pool
- xx%
- Network keeps
- xx%
- Sub-IB override
- x%
- Everything in Regional
- Unlimited sub-IBs, supervised by us
- Quarterly business review
Figures shown as x are placeholders. Your split is written into your partner agreement.
Side by side
Scale changes the duty, not only the cut.
- 01 · Associatexx%
- 02 · Regionalxx%
- 03 · Principalxx%
| Tier | Qualified accounts | Monthly lots | Partner share | Network share | Override | Supervision layer |
|---|---|---|---|---|---|---|
| 01Associate | x–xx | xx+ | xx% | xx% | — | Starter compliance kit |
| 02Regional | xx–xx | xxx+ | xx% | xx% | x% | Local campaign workspace |
| 03Principal | xx+ | x,xxx+ | xx% | xx% | x% | Supervision and reporting layer |
Each partner and network share pair totals 100% of the commercial pool for that tier.
How tiers are reviewed
No surprises on the statement.
A tier is a written term of your agreement. It changes on a schedule, with notice, for reasons you can check.
- 01Tiers are reviewed every quarter against the qualifying threshold, never mid-month.
- 02A move down is notified in writing at least xx days before it applies.
- 03A qualified account is one the broker has verified and funded; sign-ups alone do not count.
- 04Your exact split is written into your partner agreement. The figures on this page are placeholders.
Next
Run your own numbers.
The economics calculator takes your assumptions, shows the formula and adds a stressed case. Then apply, and we will talk about which tier fits.