31/01/2024
REFER A FRIEND!!!
Here at Prosperitas, we thrive off referrals from all our existing clients. Because of this, we would like to provide a little thank you to those who look to provide me as their recommended adviser to their friends &/or Family.
From now, for the next 3 months, we are providing a £30 Voucher of your choice to those existing clients who send on a client to myself and we are able to help them!
This can be Mortgage help, Protection needs, Pensions and/or Investments! If you think we can help, please provide them with my email or phone number!
T&C’s below:
• “Available to over 18s only.
• The offer is open to existing clients of Prosperitas Wealth Planning Ltd making a referral to Ceylan Foster of Prosperitas Wealth Planning Ltd. Please note, clients are unable to refer themselves and the client being referred cannot be an existing client of Prosperitas Wealth Planning Ltd.
• It is the responsibility of the new client to inform us of the referrer’s name so redemption of the reward can be made. They should advise Ceylan Foster before the mortgage has completed/policy has been put in place.
• This referral scheme is effective from the 01/02/24 - 01/05/24 and Prosperitas Wealth Planning Ltd reserve the right to withdraw it, without notice, at any time.
• For any referrals received outside of 01.02.2024 - 01/05/24 we will be unable to offer the reward.
• The reward will be sent to the referrer upon completion of the referee’s mortgage, protection policy/life insurance policy, pension or investment. We do not pay any rewards for new clients taking out a general insurance policy only (e.g. Buildings and Contents cover).
• There is only 1 reward per referrer for each new client introduced no matter how many policies/mortgages/investments are taken out by the new client.
• In the event of a referral being received from different sources, the reward will go to whichever referrer was quoted first.There is no limit to the number of referrals that can be made but our voucher scheme will only pay out a maximum of £30 per referral. Please note vouchers cannot be exchanged for cash In the event of any disputes the decision of Ceylan Foster is final
