Solutions

What happens to my referrals if I don't maintain my SFI Affiliate status?

07/11/2024

On or about the 5th of the month, any personal referrals (PRMs and PRAs) are forfeited (roll up) to your Advisor should you fail to maintain your own affiliate status. 


NOTE: Affiliates DO get a 1-month grace period to re-qualify as an Affiliate. So, for example, if you were an affiliate in June, you have until the end of July to re-qualify as an Affiliate. Should you fail to do that, your referrals will be rolled up to your SFI Advisor on or about the 5th of August.


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