Ask the holder first
Get permission before sharing the holder’s identity, archive description or contact details. Keep confidential projects and personal records out of a preliminary introduction.
Disclose incentives
If an introduction involves compensation, state who pays and what triggers it. Review conflicts and any applicable rules with appropriate advisers.
No referral programme here
This resource does not operate an introducer scheme or promise commission. Use the guidance to assess a real programme on its own published terms.
Use this as a preparation framework. It is not legal advice, a valuation or a promise that a buyer will accept your data.