Referral Program Designer

Grow through client referrals

Referral Program Designer
Grow through client referrals
ℹ️ About this tool

Designs a referral program for a financial-services business within conduct rules — the referral mechanic and incentive (where permitted), the required disclosures, and a track-and-reward process. Use this to grow through client referrals. Note some products restrict incentives, so confirm what is allowed for your product and regulator.

📄 Free guide — what this is, how to use it & cautions

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

What referrals are for.
Determines whether and how referrals can be incentivised.
Existing clients, partners, or both.
Any reward you have in mind (subject to what is permitted).

Delivery & Payment Details

Used for your receipt. Your result appears on-screen and is downloadable as Word & PDF.

Order Summary

Referral Program Designer₹83.90
GST 18%₹15.10
Total₹99.00

🔒 Secured by Razorpay · All outputs are AI-generated guidance — verify with qualified professionals for binding decisions.