Also known as: Joint venture, Co-branded campaign, Partner marketing campaign
A co-marketing campaign is a collaborative promotion where an IB and a broker (or two non-competing businesses) combine audiences, budgets, and brand authority behind one unified push that benefits both sides. Each partner contributes what the other lacks: reach, credibility, or funding.
In retail brokerage, the classic split is that the broker supplies regulatory credibility, a custom landing page, prizes, or ad spend, while the IB supplies localized, high-intent traffic and cultural fit. The result is a campaign neither could run as effectively alone: the IB borrows the broker's regulated brand, and the broker taps an audience it could not reach directly.
Formats range from co-hosted trading competitions and webinars to co-branded deposit bonuses and jointly funded ad flights. For example, a YouTube trading educator and their partner broker co-run a "Trading Championship": the broker funds a $10,000 prize pool and builds the tournament landing page, while the educator promotes it to 100,000 subscribers. If 2,000 people register and 400 fund accounts, both sides win from a single shared budget.
Because two brands and often two compliance teams are involved, co-marketing lives or dies on the agreement behind it. Who owns the captured leads, how the IB's referral attribution is protected, which disclosures appear, and how costs and results are split must be settled in writing before launch, or the collaboration turns into a dispute.
A co-marketing campaign starts with a proposal from the partner who wants it, usually the IB. You show the broker how your audience matches their target market, what you will contribute (traffic, creative, hosting), and what you are asking them to fund (prizes, landing page, media). Once terms and attribution are agreed, both sides build their piece and launch on a shared timeline.
During the campaign, tracking is the critical mechanism. The IB's referral link or partner code must tag every lead so attribution and rebates flow correctly, even when traffic passes through a broker-hosted page. Afterward, both partners review shared metrics such as registrations, funded accounts, and volume, then decide whether to repeat, which is how one-off collaborations become ongoing partnerships.
Pair with a broker or non-competing business whose audience or assets fill a gap you have, and vice versa.
Show the audience match, your contribution, and exactly what you want the broker to fund, so approval is easy.
Agree in writing who owns captured lead data and how your referring-IB status is protected on every sign-up.
Settle which risk warnings and co-branding rules apply so both compliance teams approve the assets before launch.
Coordinate promotion so both audiences hit the same landing page and offer during the same window.
Compare registrations, funded accounts, and volume against targets, then turn a win into a recurring partnership.
Why it matters for partnership: Co-marketing gives an IB leverage: you borrow the broker's regulated brand and often their budget for prizes or ad spend, while supplying the localized traffic. Done right, it lands accounts neither side could win alone.
A YouTube trading educator and their CySEC-regulated partner broker co-host a Trading Championship. The broker funds a $10,000 prize pool and builds the landing page; the educator promotes it to 100,000 subscribers. Roughly 2,000 people register and 400 fund accounts, and because the educator's partner code tags every entry, their rebate attribution stays intact across the broker-hosted funnel.
| Aspect | Co-marketing campaign | Solo campaign |
|---|---|---|
| Budget | Shared, often broker-funded | Entirely your own |
| Credibility | Borrows the broker's regulated brand | Rests on your name alone |
| Complexity | Higher: two brands, two compliance teams | Lower: you control everything |
| Lead ownership | Must be negotiated up front | Clearly yours |
Approach the broker with a fully built proposal showing how your localized audience matches their target demographic, which makes it easy for them to approve funding.
Failing to establish who owns the captured lead data beforehand, which lets the broker keep leads you generated and can erode your referral attribution and rebates.
Rarely. Brokers usually reserve co-marketing budgets for proven partners who already show consistent monthly trading volume and reliable traffic quality.
It varies. Commonly the broker funds prizes, landing pages, or ad spend while the IB provides traffic and creative, but every split is negotiated per deal.
Agree lead ownership and attribution in writing before launch, and ensure your referral link or partner code tags every entry, even through broker-hosted pages.
Trading competitions, joint webinars, co-branded deposit offers, and jointly funded ad flights all work. Choose the format that fits your audience and the broker's compliance rules.
The terms overlap. Co-marketing usually describes a specific shared promotion, while a joint venture can imply a deeper, longer commercial arrangement between the parties.
Send a finished proposal: your audience match, what you contribute, what you want funded, target registrations and funded accounts, and how results will be reported.