Partner Onboarding Guide
Everything you need to get started as a GlobalFinanceGuarantee partner. Complete your onboarding in 4 simple steps.
4-Step Onboarding Process
Follow these steps to complete your partner onboarding and start referring clients
Welcome & Agreement
Sign partner agreement and complete KYC documentation
Required Documents & Actions:
Training & Certification
Complete product training and certification program
Required Documents & Actions:
System Access & Setup
Access partner portal and configure your account
Required Documents & Actions:
Marketing Materials
Download marketing assets and client materials
Required Documents & Actions:
Ready to Get Started?
Contact your Partner Success Manager to begin the onboarding process
Partner Resources & Materials
Access comprehensive training materials, documentation, and tools to help you succeed
Documentation
Partner Handbook
PDFComplete guide to our partnership program
Product Specifications
PDFDetailed specifications for all financial instruments
Compliance Guidelines
PDFRegulatory compliance and KYC requirements
Commission Structure Guide
PDFDetailed commission rates and payment terms
Training Materials
Introduction to Bank Guarantees
Video30-minute overview video
SBLC Process Walkthrough
VideoStep-by-step process explanation
Client Consultation Best Practices
VideoHow to effectively consult with clients
Partner Portal Demo
VideoComplete platform walkthrough
Tools & Templates
Client Needs Assessment Form
TemplateStandardized form for client requirements
Email Templates
TemplateProfessional email templates for client communication
Proposal Templates
TemplateStandardized proposal formats
Follow-up Checklists
ChecklistEnsure no opportunities are missed
Partner Support Channels
Get the support you need, when you need it. Our team is here to help you succeed.
Partner Success Manager
Dedicated support for all partner needs
contact@globalfinanceguarantee.com
Mon-Fri, 9 AM - 6 PM GMT
Technical Support
Portal and system-related assistance
contact@globalfinanceguarantee.com
24/7 Support Available
Urgent Matters
For time-sensitive issues and opportunities
+44 204 577 3505
24/7 Emergency Line
Quick Start Checklist
Follow this checklist to ensure you're ready to start referring clients