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For Financial Advisors

Partner with Smart Legals to offer your clients access to property-backed fixed-term bonds with attractive returns. We provide the tools, materials, and support you need.

Partner With Us

Why Recommend Smart Legals?

As a financial advisor, you want to offer your clients investments that deliver real value. Here is why Smart Legals bonds stand out.

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Attractive Fixed Returns

Offer your clients fixed-rate returns of up to 10% p.a., significantly above high-street savings rates, with known outcomes from day one.

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Property-Backed Security

All bonds are secured against UK property assets via a regulated security trustee, providing your clients with an added layer of protection.

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IFISA Eligible

Our bonds are eligible for the Innovative Finance ISA, enabling your clients to earn tax-free returns within their annual ISA allowance.

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Portfolio Diversification

Property bonds offer your clients a way to diversify away from traditional equities and cash, adding a fixed-income property element to their portfolio.

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Transparent Documentation

We provide comprehensive information memorandums, bond books, and risk documentation so you can conduct thorough due diligence.

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Dedicated Support

Your dedicated relationship manager will provide ongoing support, regular updates, and assistance with client onboarding.

Partnership Benefits

We value our relationships with independent financial advisors and have built a partnership programme designed to reward you for introducing clients to Smart Legals.

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Competitive Commission Structure

Earn an attractive introductory commission on all client investments made through your referrals. Contact us for full details of our commission rates.

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Co-Branded Marketing Materials

Access professional, co-branded brochures and presentations you can share with your clients, tailored to your firm's branding.

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Priority Client Onboarding

Enjoy a streamlined onboarding process for your clients with dedicated account setup support and faster processing times.

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Advisor Portal Access

Monitor your clients' investments, track commissions, and access reporting through our dedicated advisor portal.

Due Diligence Materials

We understand the importance of thorough due diligence. The following materials are available to registered advisor partners:

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Information Memorandum

Full bond details, terms, and conditions

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Bond Book

Property asset details and valuations

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Risk Assessment Document

Comprehensive risk analysis and disclosures

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Security Trustee Details

Trustee information and legal charge documentation

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Company Accounts & Audits

Financial statements and audit reports

Register as an advisor partner to access these documents.

Commission Structure

We offer a transparent and competitive commission structure for all advisor partners. Here is a general overview.

Introductory Commission

Paid on each successful client investment

Standard Rate

Competitive

% of investment value

Payment Timing

Upfront

Upon investment completion

Minimum Threshold

None

No minimum referral volume

For detailed commission rates and tiered structures, please contact our advisor partnerships team directly.

Advisor Enquiry

Interested in becoming a Smart Legals advisor partner? Fill in the form below and a member of our partnerships team will be in touch.