Institutional Referrer

Over the years, Channel 8 has been developing various channels to explore business opportunities. Strategic partnership is one of the effective channels to build a profitable business relationship. Our senior management, with its professional expertise and well-established client network, has established its reputation in the financial industry for more than 30 years. Once you register with our Client Referral Program and become our strategic partner, not only will you be expanding your business scope, you will also be offering your clients an opportunity to enjoy our comprehensive professional services.

Effective Utilisation of Resources to Improve Income
Nowadays, a huge client base is often the most valuable resources of a business organisation. Effective use of such client base for cross-selling can help a company generate more income by creating additional source of income. Multiple income source simply that the overall income stability can be improved and the risks due to obsoleted products or market changes can be reduced.

Expand Service Range to Enhance Customer Loyalty
We will provide for your referred clients a comprehensive financial needs analysis and a tailor-made financial plan in an objective and professional manner. Since financial planning is an important part of long-term life planning, we can help you establish long-term and solid client relationship. Realising that we both care about their long-term interests, clients will become more loyal to us.

Special Offer to Partner Referrer as Employee Benefits
For our institutional referrers and their employees, we will try to get the best offer from our product providers for any financial services they need, such as MPF, group medical and personal insurance, etc. On the other hand, employers may treat the referral incentives earned from referring employees as additional resources to provide more fringe benefits in order to increase employee loyalty.

Joint-Promotion Activities to Create Synergies
From time to time, we will organise seminars or other client events with our strategic partners. These client events aim to strengthen our relationships with clients by providing them with more update information related to various topics such as health,education and investment. Since both of us will invite our clients to participate in these activities, synergies can be created by cost-sharing and cross-selling. In addition, we may also allow you to promote your products in our website if we believe these products are suitable for our clients.

Advanced Online System to Track Referral Efficiency
We provide for our referral partners an advanced online referral management platform that enables submission of referral information, tracking successful cases, and viewing commission statements, etc. This platform helps us to communicate in a more convenient and efficient manner.

Are you interested in this "win-win-win” cooperation scheme? Please contact us immediately to learn more about our "Client Referral Program" and the business terms in details:

> Want to become our Referrer?

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The contents and data posted on this website is for reference only and should not be construed as an offer, invitation, inducement or representation of any kind or form whatsoever. Channel 8 Wealth Management Limited do not warrant the accuracy and completeness of the information contained herein or provided by means of hyperlinks to other websites or to other sources and assume no liabilities arising out of or incidental to the trading of any investment products if information contained herein is relied upon. The contents and information in the website will be subject to change without further notice. If you have any enquiry about this web site, please send us an email to info@c8wealth.com