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Referral Fee-Sharing for Fund Managers

Learn how to set introducer-specific referral rates, adjust them in the Client Portal, and calculate each share of your Performance Fee.

Fund Managers can reward introducers by sharing a portion of their Performance Fee through a flexible referral fee-sharing system.

Setting Up Referral Fee-Sharing

As a Fund Manager, you can:

  • Set a referral fee-sharing rate from 0.00% to 50.00%, inclusive, using up to two decimal places.

  • Update this rate at any time through the Client Portal

  • Allocate different rates to different introducers

Rates are displayed with two decimal places. Values above 50.00% are adjusted to 50.00%, and values below 0.00% to 0.00%. Check the displayed rate before selecting Confirm.
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How do I adjust referral rates?

To modify a referral fee-sharing rate:

  1. Log into your Client Portal

  2. Navigate to Funds Management → Fund Manager → Promotional Settings

  3. Find the introducer's name

  4. Click Edit on the relevant introducer record.

  5. Enter the new rate percentage

  6. Click Confirm to save your changes.

How is the referral share calculated?

The calculation uses the Performance Fee the Fund Manager actually receives, rather than the amount invested or the fund’s total profit.
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  1. Multiply that amount by the referral fee-sharing rate divided by 100. Keep only the decimal places supported by the fund strategy’s linked MT account currency; discard additional digits without rounding.

  2. Convert the resulting fund-currency amount to USD using the applicable fund-currency/USD exchange rate.

  3. Keep two decimal places in USD, discarding additional digits without rounding, and credit the result to the introducer’s Investment Wallet.

Discarded fractions at both stages are not accumulated. A sufficiently small calculated share can therefore result in a zero credit.
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Calculation Example

This example uses a USD fund account that supports two decimal places:

  • Performance Fee actually received by the Fund Manager: 100.00 USD

  • Referral fee-sharing rate: 1.05% (1.05 ÷ 100 = 0.0105)

  • Introducer receives: 100.00 × 0.0105 = 1.05 USD

  • Fund Manager retains: 100.00 − 1.05 = 98.95 USD

This system allows you to reward introducers while maintaining control over your fee structure.
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For account-specific help, sign in to the Client Portal, open Service Hub from the left navigation menu, select Create Ticket, and choose the category and issue that best match your request.

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