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Welcome New Partner

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

1

Welcome & Agreement

Action Required

Sign partner agreement and complete KYC documentation

Required Documents & Actions:

Signed Partner Agreement
Company Registration Certificate
Professional Insurance Certificate
Bank Reference Letter
2

Training & Certification

Action Required

Complete product training and certification program

Required Documents & Actions:

Bank Guarantee Fundamentals Course
SBLC Process Training
Compliance & Regulatory Training
Partner Portal Tutorial
3

System Access & Setup

Automated

Access partner portal and configure your account

Required Documents & Actions:

Partner Portal Access Credentials
Commission Tracking Setup
Client Referral System Guide
Reporting Dashboard Tutorial
4

Marketing Materials

Available

Download marketing assets and client materials

Required Documents & Actions:

Partner Marketing Kit
Client Presentation Templates
Case Studies & Success Stories
Co-branded Materials

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

PDF

Complete guide to our partnership program

Product Specifications

PDF

Detailed specifications for all financial instruments

Compliance Guidelines

PDF

Regulatory compliance and KYC requirements

Commission Structure Guide

PDF

Detailed commission rates and payment terms

Training Materials

Introduction to Bank Guarantees

Video

30-minute overview video

SBLC Process Walkthrough

Video

Step-by-step process explanation

Client Consultation Best Practices

Video

How to effectively consult with clients

Partner Portal Demo

Video

Complete platform walkthrough

Tools & Templates

Client Needs Assessment Form

Template

Standardized form for client requirements

Email Templates

Template

Professional email templates for client communication

Proposal Templates

Template

Standardized proposal formats

Follow-up Checklists

Checklist

Ensure 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

Documentation

Partner Agreement signed
KYC documentation submitted
Bank references provided
Insurance certificates uploaded

Training & Setup

Product training completed
Partner portal access confirmed
Marketing materials downloaded
First client consultation scheduled