Referral Program Terms and Conditions

Program Overview:

The Wealth360 Referral Program allows approved referral associates (“Associates”) to introduce prospective clients to Wealth360. Associates may be eligible to receive referral rewards when qualified referrals meet the program criteria.

Eligibility:

To participate in the program, you must:

  • Be at least 18 years of age

  • Submit a referral associate application

  • Receive approval from Wealth360

  • Comply with all applicable laws and regulations

Wealth360 reserves the right to approve or decline any application at its sole discretion.

Referral Qualification:

A referral is considered qualified if:

  • The referred individual is not an existing Wealth360 client or lead

  • The referral is submitted through an approved tracking link or process

  • The referred individual completes the required action (as defined by Wealth360)

  • Comply with all applicable laws and regulations

  • Self-referrals are not permitted.

Referral Rewards:

  • Referral rewards, if applicable, are issued only for qualified referrals

  • Reward amounts, structure, and eligibility criteria may vary

  • Rewards are not guaranteed and are subject to verification

  • Wealth360 may modify reward structures at any time

All rewards are subject to applicable taxes and reporting requirements.

Payment Terms:

  • Referral rewards are processed according to the program schedule

  • Minimum payout thresholds may apply

  • Payments are issued only after verification and approval

  • Wealth360 is not responsible for incorrect payment details provided by Associates

Marketing & Promotion Guidelines:

Associates agree to:

  • Represent Wealth360 honestly and accurately

  • Avoid misleading, deceptive, or exaggerated claims

  • Not promise guaranteed income or results

  • Use only approved branding and marketing materials

Paid advertising using the Wealth360 name or trademarks requires prior written approval.

Prohibited Activities:

The following activities are strictly prohibited:

  • Spam, unsolicited messaging, or deceptive practices

  • Misrepresentation of Wealth360 services or earnings potential

  • Unauthorized use of trademarks or intellectual property

  • Attempting to manipulate or falsify referral tracking

Violation may result in immediate termination from the program.

Program Modifications:

Wealth360 reserves the right to:

  • Modify, suspend, or terminate the Referral Program at any time

  • Update these Terms & Conditions without prior notice

Continued participation constitutes acceptance of any changes.

Termination:

Wealth360 may terminate an Associate’s participation:

  • For violation of these terms

  • For unethical or non-compliant behavior

  • At its discretion, with or without notice

Unpaid or pending rewards may be forfeited upon termination.

Limitation of Liability:

Wealth360 is not liable for indirect, incidental, or consequential damages related to participation in the Referral Program.

Independent Relationship:

Participation in the program does not create an employment, partnership, or agency relationship between the Associate and Wealth360.

Governing Law:

These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the applicable jurisdiction.

Contact Information:

For questions regarding the Referral Program, contact:

[email protected]

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