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SR Finance Partner Program

Build a new financial-services business with SR Finance.

Become an SR Finance Business Associate and connect clients with professional assistance for investment recovery, unclaimed assets and related financial matters — with training, sales support and operational guidance.

Training Support
Sales Enablement
Operational Support

Register as an Associate

Start your application

By submitting this form, you agree to be contacted by the SR Finance team regarding the associate program.

Training
Product & process
Sales
Marketing support
Tracking
Associate support
Partnership
Long-term growth
01 — Mutual Growth

A partnership designed to grow with you

The associate model is designed for professionals and individuals who already have trusted relationships and want to build an additional business opportunity around financial recovery and related services.

Rewards & Commissions

Eligible associates can participate in the applicable reward or commission structure for successful referrals and conversions.

Expand Your Business

Introduce relevant recovery and financial assistance services to an existing professional or customer network.

Wider Customer Reach

Address financial recovery needs across different client profiles rather than limiting yourself to a single specialised service.

Long-Term Opportunity

Build a relationship with an organised service platform and develop your referral network over time.

02 — Associate Support

Everything you need to serve your clients better

SR Finance can support associates beyond the initial referral, helping organise the process and keep the client journey structured.

Sales Enablement

Access presentations, information material and communication resources to explain services clearly to prospective clients.

Product Training

Understand the service categories, common client situations and process flow through structured training support.

Associate Dashboard

Manage and track your referred cases and relevant performance information through the available associate systems.

Process Visibility

Maintain visibility of case progress and outstanding requirements as the client moves through the recovery process.

Multiple Service Categories

Work across a broad range of financial recovery needs rather than relying on one narrow product category.

End-to-End Support

Associates refer the opportunity while the specialist team assists with documentation, processing and operational follow-up.

03 — Who Can Join

Who can become an SR Finance Associate?

The associate opportunity can suit professionals, advisors and individuals who have strong relationships, financial awareness or a well-developed local network.

Chartered Accountants
Company Secretaries
Wealth Managers
Financial Advisors
Insurance Professionals
Mutual Fund Distributors
Legal Professionals
Retired Professionals
Ex-Bankers
Corporate Professionals
Share Brokers
Sales / Network Professionals
04 — Service Categories

Services you can refer to SR Finance

Associates can introduce clients who need assistance across multiple financial recovery and documentation categories.

Lost / Forgotten Shares IEPF Claims Physical to Demat Unclaimed Investments Signature Mismatch Mutual Fund Redemption PF Recovery Name Updation Succession Documentation Debt Recovery
05 — How It Works

From referral to client support

The associate journey is designed to keep your role simple while giving the referred client access to a structured service process.

Refer

Identify a client or contact who has a financial recovery or documentation requirement and submit the relevant details.

We Process

The appropriate SR Finance team reviews the case, identifies the process and coordinates the required documentation and follow-up.

Track & Grow

Follow the progress through the available associate support systems and continue building your professional referral network.

Start Your Partnership

Have a strong network? Turn trusted relationships into a new business opportunity.

Apply to become an SR Finance Business Associate and speak with our team about eligibility, onboarding, training, service categories and the applicable commercial structure.