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Professional Client Support
Referred clients receive direct support from Kapiti throughout assessment, onboarding and service delivery.
Kapiti Partner Programme
Introduce Clients. Build Long-Term Value.
The Kapiti Partner Programme enables eligible companies and individuals to introduce clients who require company formation, corporate structuring, business support or related advisory services. Approved partners receive professional referral support and commission on qualifying completed engagements.
Programme purpose
A Professional Referral Partnership
Kapiti works with professional advisers, consultants, business communities and independent introducers who identify clients requiring reliable corporate and business support. The programme provides a structured way to register referrals, coordinate client onboarding and receive commission where an eligible introduction results in a completed engagement.
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Structured Referral Handling
Approved referrals are registered and managed through a defined process to provide clarity for both Kapiti and the partner.
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Flexible Partnership Model
The programme is open to suitable corporate partners and individual introducers, subject to Kapiti’s approval.
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Compliance-Led Onboarding
Every client remains subject to Kapiti’s standard KYC, sanctions screening, risk assessment and acceptance procedures.
Partner profiles
Who Can Apply
The programme is designed for people and organisations whose professional relationships may create a genuine need for Kapiti’s services.
- Business consultants
- Accountants and tax advisers
- Legal and compliance professionals
- Relocation consultants
- Marketing agencies
- Real estate professionals
- Business communities
- Family offices
- Independent professional introducers
- Existing clients with relevant business networks
Participation is subject to review and approval. Additional checks may apply depending on the applicant’s activities, jurisdiction or regulatory status.
Referral process
How the Referral Process Works
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Apply
Submit the Partner Programme application with information about yourself or your company, professional activities and expected referral profile.
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Kapiti Reviews the Application
Kapiti reviews the application, confirms whether the applicant is suitable for the programme and provides the applicable private partnership terms.
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Register a Referral
Once approved, the partner submits the prospective client through the designated referral process before the client independently engages Kapiti.
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Kapiti Manages the Engagement
Kapiti assesses the client’s requirements, recommends the appropriate solution and manages onboarding, compliance and service delivery.
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Commission Is Confirmed
Where the referral qualifies and results in a completed engagement, commission is calculated and paid in accordance with the applicable private partner terms.
Referral eligibility, commission treatment and payment conditions may vary depending on the service, jurisdiction and engagement structure. Exact commercial terms are provided privately to approved partners.
Partner with Kapiti
Become a Kapiti Partner
Tell us about your professional activity, network and the types of clients you expect to introduce. Suitable applicants will be contacted with the next steps and applicable programme terms.