System and method for referral fee processing in accounts managed by financial advisors
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United States of America Patent
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Jan 27, 2009
Grant Date -
N/A
app pub date -
Apr 12, 2002
filing date -
Apr 12, 2002
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A method and apparatus which provides for a referral program where a financial institution, such as a broker dealer, can refer customers to an independent financial advisor, under an on-going referral fee sharing agreement. The on-going referral fee sharing agreement provides that the financial advisor will pay the referring financial institution an on-going referral fee based on the asset management fee that the advisor charges. These referral fees are processed automatically and the transfers are done electronically, allowing the referral program to be implemented efficiently and effectively.
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