Independent Consultants

Earn commission on the sale of our Private Trading Exchanges (PTXs)
Earn extra fees consulting to small to medium sized enterprises (SMEs).

 

This is an excellent opportunity to provide more fee-based services to your SME clients.


What is a Private Trading Exchange?

Subscribers will be provided with this video personalised to include their name/business name and contact details.

Joining as an Independent Consultant opens up many new fee-based client services that you’ll be able to offer clients. And as your client companies grow and expand their shareholder base, there will be opportunities to transition them from private to Public (unlisted) companies. If your advisory firm does prospectus (disclosure) work, this will certainly create more workflow for your team.

A personalised PTX Licence order form

Once you have subscribed as an Independent Consultant we will provide you with a personalised Private Trading Exchange order form. This will enable us to identify you as the person responsible for the purchase order, ensuring you get paid your commission on the sale.

Form to be personalised.

Subscribers have online access to:

Investment Offer Document templates; Tools to help structure your client company’s share capital; Share application forms; Share transfer forms; Debt securities application forms, etc.


Be the Entrepreneur’s Accountant

people discussion, meeting, discussion

Bridge the gap between the lawyers, corporate advisers, bankers, and the entrepreneur who knows how to run their business but not much about the world of capital raising.

Expand your Client Base

Independent Consultants help their SME clients use some of the same tactics the big companies use (whose shares are traded on a stock exchange), to raise capital when the banks are playing hardball.


To apply to become an Independent Consultant promoting ‘Initial Private Offers’ and ‘Private Trading Exchanges’ to your Clients, download the Application Form.


Note: As your Client companies expand their register of members, enjoy extra fees by assisting them graduate from Pty Ltd, to public unlisted (Limited) Company status & all the associated services (and fees) that go with that.


​ Payment Gateway to Complete your Application as an Independent Consultant.

The Financial Services sector will continue to grow and provide new opportunities throughout 2022 and beyond.
Joining as an Independent Consultant is guaranteed to deliver you more clients, more general fees, plus commission on PTX sales​

Scroll to Top