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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 UsAs a financial advisor, you want to offer your clients investments that deliver real value. Here is why Smart Legals bonds stand out.
Offer your clients fixed-rate returns of up to 10% p.a., significantly above high-street savings rates, with known outcomes from day one.
All bonds are secured against UK property assets via a regulated security trustee, providing your clients with an added layer of protection.
Our bonds are eligible for the Innovative Finance ISA, enabling your clients to earn tax-free returns within their annual ISA allowance.
Property bonds offer your clients a way to diversify away from traditional equities and cash, adding a fixed-income property element to their portfolio.
We provide comprehensive information memorandums, bond books, and risk documentation so you can conduct thorough due diligence.
Your dedicated relationship manager will provide ongoing support, regular updates, and assistance with client onboarding.
We value our relationships with independent financial advisors and have built a partnership programme designed to reward you for introducing clients to Smart Legals.
Earn an attractive introductory commission on all client investments made through your referrals. Contact us for full details of our commission rates.
Access professional, co-branded brochures and presentations you can share with your clients, tailored to your firm's branding.
Enjoy a streamlined onboarding process for your clients with dedicated account setup support and faster processing times.
Monitor your clients' investments, track commissions, and access reporting through our dedicated advisor portal.
We understand the importance of thorough due diligence. The following materials are available to registered advisor partners:
Information Memorandum
Full bond details, terms, and conditions
Bond Book
Property asset details and valuations
Risk Assessment Document
Comprehensive risk analysis and disclosures
Security Trustee Details
Trustee information and legal charge documentation
Company Accounts & Audits
Financial statements and audit reports
Register as an advisor partner to access these documents.
We offer a transparent and competitive commission structure for all advisor partners. Here is a general overview.
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.
Interested in becoming a Smart Legals advisor partner? Fill in the form below and a member of our partnerships team will be in touch.