Can an introducer submit a referral on behalf of a client?

Question

Accepted Answer

Referral pages let introducers submit details on behalf of a client. The page makes clear that the introducer is submitting the client's details.

The introducer enters:
• client first name
• client last name
• client email address
• the service the client is interested in
• what the client would like to discuss

The page then explains that the client will be emailed to give consent. The referral and any meeting details are only released to the receiving firm once the client has signed.

This keeps things practical for introducers, while still protecting client consent. The introducer does not have to chase paperwork, and the client stays in control of the introduction.