The Caleb & Brown Refer A Friend Program is a promotion where existing clients can refer new clients to Caleb & Brown and earn rewards for successful referrals.
To read more about what the refer a friend program is all about, you can view our help article here.
Generating your unique referral code
Log into the portal, and navigate to the left-hand bar will see a menu tab “Refer A Friend” Click this button.
2. You will see the next screen pop up with your name and CU number here you will also see what tier you are in which reflects your % earned back per trade completed by your invited friends.
Bronze Tier: 2% of the fee from each trade. This is the default tier.
Silver Tier: 3% of the fee from each trade. Achieved by referring 5 trading clients.
Gold Tier: 4% of the fee from each trade. Achieved by referring 15 trading clients.
3. Click the button “ Create code” From here the terms and conditions form will pop up. Scroll and read to the bottom. Once the “ACCEPT” button turns solid blue click this.
4. You have now created your unique code to share - Click the “share invite” button to copy the code to send via Email or Message.
Alternatively, have your friends or family scan the QR code provided on the left.
You may also take a screenshot of your QR code to add to any platforms you wish to share.
When your code is shared and opened the recipient is taken through to the signup page that has your unique referral code automatically attached.
Whenever you're ready, you can click below to get started with your registration.
If you have any questions or need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.