These terms describe how professionals distribute Trusted Directive to their clients — who can join, how the commission works, and the outside-business-activity conditions that apply to registered representatives and investment adviser representatives before they participate.
Last updated: July 10, 2026
The Trusted Directive Partner Program lets professionals — financial advisors, estate planning attorneys, and other trusted professionals — offer Trusted Directive to their clients under these terms. Partners invite clients to a secure document vault; the client is the paying subscriber. Partners see document metadata only (category, dates, gap signals) — never document content. These Partner Program Terms sit alongside our Terms of Service and Privacy Policy; where a signed partner agreement exists, that agreement governs and these terms describe the program behind it.
Where a commission is legally permitted, advisor Partners earn a flat 25% evergreen commission on the payments their referred clients make for a vault subscription:
If you are a registered representative or investment adviser representative, this 25% payout is an outside business activity under FINRA Rule 3270: you are expected to give your firm prior written notice and to disclose the arrangement to your clients before participating. We provide a one-page program description for your firm’s compliance review, and a non-cash alternative — co-branding credit and client-retention reporting — where your firm restricts outside compensation.
Your firm may restrict, condition, or prohibit participation, and its decision governs. Trusted Directive does not supervise your outside business activities and is not a substitute for your firm’s compliance review.
Where a firm restricts outside compensation, or where bar rules (such as ABA Model Rule 7.2) prohibit referral fees, professionals may participate on a non-cash basis instead of taking a commission. The non-cash value includes co-branding credit, client-retention reporting, and practice intelligence — the same metadata-only gap and retention signals described on the advisor and attorney pages.
Partners are independent professionals, not employees or agents of Trusted Directive; the advice you give your clients is yours. Nothing here is legal, financial, tax, or compliance advice — consult your firm’s compliance function and your own counsel about your situation. We make no guarantee of any particular earnings; commission depends entirely on the payments your referred clients actually make.
If we change these Partner Program Terms in a way that matters, we’ll notify participating partners before the change takes effect; the “last updated” date above always reflects the current version. These terms are governed by the laws of the State of Wyoming, without regard to conflict-of-law rules, and disputes will be resolved in the state or federal courts located in Wyoming. Questions? Contact us — a real person answers.