Client & Sub-IB

An affiliate manager is the dedicated broker representative who recruits, supports, and optimizes the performance of introducing brokers and affiliates. They are your single point of contact inside the broker: the perso…

A Business Development Manager (BDM) is a senior commercial role inside a brokerage that finds new revenue channels, structures strategic partnerships, and recruits high-value Master IBs, institutional partners, and Whi…

Client onboarding is the process of guiding a new referral from account registration, through KYC identity verification, into platform setup, and up to their first successful deposit and trade. It is the bridge between …

A client transfer is the administrative process of reassigning an existing trader's account from one IB to another, or attaching a previously unaffiliated client to an IB's tracking so that IB begins earning rebates on …

A Country Manager is a localised representative a broker appoints to run operations, partner growth, and client acquisition in a specific market. They are the bridge between the broker's global headquarters and the loca…

A funded trader is someone who trades a live account financed by a proprietary trading firm rather than with their own money. They usually pass a paid evaluation, proving they can hit a profit target while respecting dr…

A gala dinner is a formal, invitation-only event a broker hosts to reward and network with its top Introducing Brokers, affiliates, and VIP clients. It combines an awards ceremony, entertainment, and executive access, u…

A High Net Worth Individual (HNWI) is a client with substantial investable assets who brings large deposits and trading volumes to a broker. In brokerage practice they get premium conditions, dedicated account managemen…

An IB contest is a time-boxed competition a broker runs among its Introducing Brokers and affiliates, ranking them on a metric such as client trading volume, net new active clients, or total deposits, with prizes for th…

An IB Manager is a dedicated employee inside a brokerage's partnership department who recruits, onboards, supports, and retains Introducing Brokers (IBs) and affiliates. They are your single point of contact for commiss…

An IB Portal is the broker-provided web dashboard where a partner generates tracking links, monitors referred clients, and sees commissions accrue in real time. It is the operational command center of an introducing-bro…

An Institutional Client is a non-retail entity — a hedge fund, asset manager, proprietary trading firm, family office, or smaller regional broker — that trades large volumes and requires deep liquidity, tight spreads, c…

A Local Representative is a senior IB or agent who officially represents a broker within a specific country or region. They typically run a physical office, host local seminars, provide native-language support, and brid…

A mentorship program is a structured educational offering in which an experienced Introducing Broker (IB) or affiliate guides beginner and intermediate traders through the fundamentals of trading — strategy, risk manage…

A partner loyalty program is a structured incentive scheme run by a broker to reward IBs and affiliates for sustained performance. Partners accumulate points or climb named tiers based on cumulative client deposits or t…

A Partnership Director is the senior executive at a brokerage who owns the entire IB and affiliate business. They set the global partnership strategy, design the commission models the broker offers, and personally manag…

Relationship marketing is a strategy that prioritizes deep, long-term engagement and loyalty with clients and sub-partners over one-off transactional conversions. It relies on personalized communication, ongoing educati…

A Retail Client is an individual who trades financial markets with their own personal money for speculative purposes and does not meet the regulatory tests to be treated as a professional or institutional investor. Unde…

A VIP Client is a high-value trader who maintains large account balances or trades exceptionally high volumes, and in return receives exclusive service from the broker — tighter spreads, reduced commissions, a dedicated…