05Your part

Make the introduction

As you fill in the note, we keep a record of the names you enter (and, on a phone, their mobile) so we can credit you. Making an introduction does not create an agreement or any obligation to pay. If someone you introduce becomes an Optima client, we will send you a referral agreement and a tax form (W-9 in the US, W-8BEN elsewhere). Commission is only payable once that agreement is signed, and its terms govern. We will contact you using the details from your introduction, making at least three attempts over 90 days from the client’s first payment to Optima. If we cannot reach you, or the agreement is not signed within that period, no commission is payable for that client. Commission is based on revenue Optima actually collects, less any refunds. Credit goes to the first person to introduce a given client. People who are already clients or already in conversation with Optima are not eligible. Optima decides which clients it takes on. You are responsible for taxes on any commission, and for telling your employer or clients if your role or professional rules require it. Referral partners are not employees or agents of Optima and cannot make commitments on its behalf. Optima may change or end this program at any time. Changes do not affect agreements already signed.