Get started
Let’s connect the right clients and services.
Tell us about your banking, payment or technology services, or the clients you would like to refer. Share your markets, client criteria and preferred way to work together. We’ll use these details to start a focused partnership discussion.
Your partnership request is with us.
Thank you for sharing your plans. We’ll contact you about the next steps. Reference: .
How we handle your information
We use your answers to understand your banking needs, identify suitable providers and help you move forward.
For this first stage, share high-level context and leave out passport or tax identification numbers, account or card numbers, passwords, private keys, document links and files. We arrange a secure channel for supporting documents. For details about data handling or requesting access or deletion, see our Privacy Policy or contact us.
Agree how the partnership can work
We review your services, coverage and the clients you want to reach or refer. We then contact you to discuss where your offer fits and how client cases could move between our teams. Together, we can set out the information needed for each case and a clear point of contact. Commercial or referral terms and any required disclosures are agreed separately. The next step is a discussion of the proposed partnership and what each side would provide.