Referral partner
Introduce eligible clients to BCB while retaining your core advisory relationship.
- Tracked introductions
- Clear responsibility split
- Partner support contact
Referral, co-branded, white-label and integration models for accountants, law firms, corporate advisers, consultants and digital platforms.
Partners remain responsible for their own client relationship, regulatory duties and professional advice. BCB provides the agreed independent certification and verification layer.
The operating model can be adapted to a simple referral or a deeper workflow integration with agreed branding, evidence transfer and status events.
Introduce eligible clients to BCB while retaining your core advisory relationship.
Embed a tailored certification journey within your service and client experience.
Plan structured verification requests and credential-status access for digital platforms.
Clear consent and authority for evidence transfer and certification.
Documented responsibility for onboarding, advice, review and issuance.
Purpose limitation, secure transfer and proportionate retention.
Credential updates controlled by the BCB certification record.
We will use your enquiry to assess fit, responsibilities, likely volumes, branding and technical requirements.
Start a partner enquiry