Keep the client. Stay inside your mandate.

Your clients are already buying Bitcoin somewhere. If you cannot help, the risk is that they go to someone who takes the whole relationship. This free explainer shows exactly how to introduce a client to a licensed provider without stepping over your own licence, and how the referral economics work.

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01What's inside

The line, drawn clearly.

The difference between advising and introducing, in plain language
The do and do not list to stay inside your mandate
How tracked introductions are attributed and paid
Where the regulated work sits, so your client is protected
The graduation path if you licence up later

General information, not legal advice. Confirm your licence conditions with your compliance officer. Unsubscribe from updates any time.