Partner Onboarding Package

Step 2 of 5 · Tax Information

These details let us set up your compensation correctly from day one, the right tax treatment and no payment delays. Not sure about an item? Leave it blank and our team will walk you through it during onboarding.

Step 3 of 5 · Professional Status & Licensing

Your credentials are the foundation of this partnership. Knowing how and where you practise helps us match you with the right programs and prepare an agreement that is compliant in your jurisdiction.

Step 4 of 5 · Compliance Screening

These questions are a standard part of Know-Your-Partner due diligence in the investment-migration industry, every reputable provider asks them. Answering “Yes” does not disqualify you; it simply lets us review the details together. Complete, candid answers protect you, your clients and the programs we work with.

Each question covers the Consultant and any director, officer, beneficial owner or member of personnel.

Step 5 of 5 · Documents & Certification

Almost there! Upload whatever documents you have available, anything missing can be sent later by email. Then review the acknowledgements, sign, and submit. Our team will review your application and come back to you with next steps.