For approved referral partners
Referral Partner Guide
This guide is the operating handbook for approved referral partners. It explains how The Bitcoin Adviser referral program works, how referrals are tracked, how partner compensation works, and the standards we expect when you introduce prospects to collaborative security.
- 10% Revenue Share
- For as long as client remains active
- Track record
- We've never lost a sat.
- 2-of-3 Multisig
- No single party can move funds alone
How you get set up
Becoming an active referral partner follows a clear path. You do not publish your own landing page.
1 · Apply
Submit an application on the Referral Program page.
2 · Review
Our team reviews your application and confirms whether you are a fit for the program.
3 · Agreement
If you are not already on our client legal path, you sign a referral partner agreement before activation.
4 · Your page goes live
We publish your personalised landing page and send you the live URL (and a QR code when issued). Share that URL only.
Approved-partner checklist
Once you are approved and your landing page is live, use this checklist:
Confirm your live page URL (and QR if issued). Keep that link somewhere easy to share.
Share only your page with prospects. Do not send them through the main site or another partner’s page if you want the referral attributed to you.
Use approved messaging from this guide when you introduce people to collaborative security.
Stay available if your referrals have questions while our team handles the onboarding conversation.
Provide a payout wallet and identification when asked. These are required for payout, not for being an active partner.
What clients receive
When you refer someone to The Bitcoin Adviser, they gain access to:
- Collaborative 2-of-3 multisig security: a self-custody structure where the client remains a key holder and no single party can move funds alone.
- Inheritance and recovery planning: so holdings can be passed on or recovered if needed.
- Specialist support for meaningful Bitcoin holdings: structure that removes single points of failure while keeping clients in control.
How referrals are tracked
Your role is to introduce the right people; we handle onboarding and delivery. Attribution depends on prospects contacting us through your personalised landing page.
Personalised landing page
You receive a unique URL (e.g. thebitcoinadviser.com/your-name). When prospects visit that page and contact us through it (especially via the enquiry form on the page), they are attributed to you. Attribution is handled by your page; you do not enter referral codes yourself.
First touch counts. If someone reaches us through the main site or another partner’s page first, that path may win attribution. Always share your own page.
What counts as a successful referral
A successful referral is one that results in a new client contract with The Bitcoin Adviser. Only successful referrals generate partner compensation. We will notify you when a referral becomes a client; we respect confidentiality so we may not share detailed client information.
Quick steps
1 · Share your page
Send your landing page URL to prospects who could benefit from collaborative security and recovery planning.
2 · They contact us via your page
When they get in touch through your page’s form (or other contacts on that page), they’re attributed to you.
3 · We take it from there
Our team handles the conversation, onboarding, and delivery. You receive compensation when they become an active client.
FAQ
What happens after a prospect contacts you through my page?
Our team reaches out to learn about their needs and whether we can help. We'll notify you when they become a client.
How is my referral tracked?
Through your landing page. When they visit your page and contact us through it, the enquiry is attributed to you automatically. You do not need to enter a code.
Who do I contact with questions?
Email referral@thebitcoinadviser.com. We aim to respond within 24 business hours.
Compensation and Incentives
We value our referral partners and reward successful introductions with recurring referral revenue.
Referral revenue share
For each successful referral (a new client contract with The Bitcoin Adviser), we pay you 10% of the fees we receive from that client. This revenue share continues for as long as the referred client remains active with us. It is paid monthly, generally in the first week of the following month. For a new client, your Referral Fee on their first 12 billed months is paid upfront, in one payment.
Your Referral Fee is 10% of fees received, and 20% on your whole referred book once it reaches 200 BTC.
Payments are made in Bitcoin to a wallet you provide. Full details are in your Referral Partner Agreement.
Note: Revenue share continues until the referral agreement is terminated, or The Bitcoin Adviser's business is closed or sold. Payout setup (Bitcoin wallet and identification) is separate from becoming an active partner. Missing ID or wallet holds up payments, not your ability to refer.
First-year advance
The first-year advance
For a client first funded from the Commencement Date, your Referral Fee on their first 12 billed months is paid upfront, in one Bitcoin payment.
- Who it applies to
- Every referrer on the standard programme, unless otherwise agreed in writing. The first-year advance applies to each newly referred client from the Advance Commencement Date; clients funded before commencement remain under ordinary commission arrangements. The Commencement Date is 19 October 2026.
- Referral Agreement, section 1, section 2
- When it is measured
- Once, at month end. A first deposit on the 1st to the 14th is measured at the end of that month; the 15th or later, at the end of the next month.
- Referral Agreement, section 2
- What it covers
- The client's first 12 billed months. The deposit month counts only when the deposit is on the 1st.
- Referral Agreement, section 2
- How much
- 12 months of the client's first-year fee on the measured balance, at your Referral Fee rate on the measurement date. It is fixed in BTC and paid with the next monthly payment.
- Referral Agreement, section 2
- After it is paid
- Later deposits, or your referred book reaching 200 BTC later, do not add to it, and a lower balance does not reduce it. Referral Fees for the covered months are set against the advance, not paid twice.
- Referral Agreement, section 2, section 2
- Zero balance
- No advance and no second measurement. Fees are paid monthly as TBA receives them.
- Referral Agreement, section 2
- Payment timing
- Paid in Bitcoin monthly, generally in the first week of the following month, from a date notified by TBA. From the Commencement Date this replaces quarterly payment.
- Referral Agreement, section 2
Illustrate the advance for one client
Counts toward the 200 BTC threshold only.
- Advance
- 0.003000 BTC
- Measured on
- 30 November 2026
- Covers billed months
- November 2026 to October 2027
- Referral Fee rate
- 10%
If the client left after 6 covered months, 0.001500 BTC would be recovered from your later Referral Fees.
Client fee: 1% a year. TBA's public first-year rate on one platform. Agreed client rates may be lower.
The website illustrates the standard terms only. Your own Referral Agreement governs what you are paid.
What to say / what not to say
Use clear, accurate language when introducing prospects. Below is a quick reference.
What to say
- TBA helps clients secure meaningful Bitcoin holdings.
- TBA specialises in collaborative security, inheritance planning, and recovery planning.
- TBA helps remove single points of failure while keeping clients in control.
- Clients remain key holders; no single party can move funds alone (self-custody).
What not to say
- Do not promise returns or investment performance.
- Do not give tax or legal advice on TBA's behalf.
- Do not describe TBA as custodian in a way that misrepresents the model (client remains in control).
- Do not guarantee timelines or outcomes.
- Do not promise suitability before TBA has spoken to the prospect.
Compliance and Ethics
- Be transparent and truthful when describing our services.
- Do not give misleading information or imply outcomes we have not confirmed.
- Comply with applicable privacy, data protection, anti-money laundering, and other relevant laws.
- Only collect information necessary to facilitate a referral.
- Do not share client information without consent.
- See our Scope, Risks & Important Information and Terms of Service.
Common Mistakes to Avoid
Not using your landing page
If prospects contact us via the main site or another partner’s page first, we may not attribute them to you. Always share your personalised landing page URL.
Being too pushy
You're helping, not selling. Respect disinterest; focus on people who genuinely want help securing meaningful holdings.
Not following up
Stay in touch after a referral so they can ask questions. Your involvement helps conversion.
Making promises you can't keep
Don't promise outcomes, timelines, or results. Introduce and support; let our team handle commitments.
Not understanding our services
Read our materials and understand collaborative security before referring so you can explain accurately.
Delaying ID for payments
Provide identification and a wallet promptly when asked; delays hold up payouts, not your status as an active partner.
Sample Referral Conversations
Examples for introducing The Bitcoin Adviser in different contexts:
Friends and family
"You've been holding on [exchange]. I've been using The Bitcoin Adviser to secure my holdings with collaborative security and recovery planning. They remove single points of failure and keep you in control. If you're interested, I can point you to my page and they'll take it from there."
Professional contacts
"I refer people to The Bitcoin Adviser for collaborative security: 2-of-3 multisig, inheritance and recovery planning, and specialist support for meaningful holdings. Their team has refined its security practice since 2016. If you have clients who need that, I'm happy to make an introduction."
Community
"Sharing a resource: The Bitcoin Adviser helps secure meaningful holdings with collaborative security and recovery planning. If you want to learn more, here's my page: [YOUR_LANDING_PAGE_URL]"
Glossary of Key Terms
Personalised landing page
Your unique URL (e.g. thebitcoinadviser.com/your-name). The enquiry form on that page tags the lead to you automatically when prospects contact us through it.
Successful referral
A referral that results in a new client contract. Only successful referrals generate partner compensation.
Referral fee / revenue share
10% of the fees we receive from the referred client, paid monthly, with a new client's first 12 billed months paid upfront.
Collaborative security
Multisig structure (e.g. 2-of-3) that removes single points of failure; client remains a key holder.
Referral partner agreement
The legal agreement you sign before activation if you are not already on our client legal path. Separate from payout wallet and ID setup.
Monthly payment
Revenue share is paid every month, generally in the first week of the following month (e.g. October's in the first week of November).
For as long as client remains active
Revenue share continues for as long as we receive revenue from the referred client. There is no fixed end date.
Support
Email: referral@thebitcoinadviser.com. We aim to respond within 24 business hours. For feedback or extra materials to support your referrals, use the same address.