The Client Ownership Guarantee

The facility to 'Refer' clients is one of the most attractive features of the Genius proposition. It ensures that your clients are dealt with by GI experts, saves you valuable time, transfers any compliance risk, yet still earns you commission.

However, we fully understand how referring clients can make advisers nervous. That’s why we provide you with our unique 'Client Ownership Guarantee', which does precisely what it says on the tin!

So even though you may ask us to deal directly with your clients, we'll never own them in any way. We'll merely be providing a service to them on your behalf.

Refer a Client Today - It's Genius!