Table of Contents

1. What is an Affiliate Link 
2. How to obtain the Link 
3. Registering a client through an Affiliate Link 
4. Client Registration process
5. Client has registered – now what? 
6. Tracking the client’s Investment

1. What is an Affiliate Link? 
   
   An affiliate link is a code unique to your agent profile, which connects you as an agent to your clients through the investor display.
   
   
2. How to obtain an Affiliate Link? 
   
   To obtain an affiliate link for your Investor profile, we will need your master agent (the agent who registered you to the platform), or agency admin to authorise you as an agent. They will need to do this by contacting ID support through the blue support bubble, providing your full name and the email used to register your investor account. Once actioned, affiliate link functionality will be added to your profile.
   
   
3. Registering a client through an Affiliate Link
   
   As an agent, to successfully register a client under your profile, you will need to provide them with a unique affiliate link that connects you as an agent to their investment and investor account. 
   
   The Affiliate Link can be found on your profile on the bottom of the left-hand side of your investor page, under the icon below: 
   
   
   
   Clicking on this icon will bring up a link unique to you as an agent. This can be copied and provided to any potential clients.
   
    
4. Client registration process 
   
   Once the client has accessed the affiliate link, they will be redirected to the registration page below: 
   
   
   
   The Investor will then be required to fill out the above registration, providing their first and last name, email address, and a password for their investor account. They will then need to read and agree to the terms of conditions before registering their account. 
   
   
5. Client has registered – now what? 
   
   Once the client has successfully registered, you will receive a notification at the bottom of your dashboard, showing the client’s name under the drop-down menu titled Last Registered Clients. This will show the full name of the client, and a timestamp will be provided, so you can see exactly when the client was registered to the platform. 
   
   
6. Tracking the client’s Investment(s)
   
   Once the client has submitted their Investment application, you will be able to track the creation of the Investment, subject to completion of AML requirements and successful transfer of principal Investment. Once this has been completed, the investment will show as Live on your dashboard. 
   
   
   You will then be able to track the investment through the entirety of its maturity cycle.