Discuss our affiliate program with our team
Wealth management, asset protection and corporate formation solutions for clients around the world.
families 
entrepreneurs and your clients discover the benefits of our offshore structures 
by joining our affiliate program
Stream A is best suited for affiliates who have—or can develop—a strong network of potential clients interested in offshore solutions.
Affiliates in this stream focus on identifying and referring qualified leads—people or organizations with a clear intent to establish offshore trusts, companies, and bank accounts, particularly in the Cook Islands and Nevis.
Stream B is designed for affiliates who possess a working knowledge of the offshore industry or are eager to learn, and who excel in client engagement and conversion.
Affiliates in this stream focus on nurturing and converting qualified leads referred from Stream A—who are looking to establish offshore trusts, companies, and bank accounts, particularly in the Cook Islands and Nevis.
LEARN MORE
Stream A is designed for affiliates who have—or can develop—a strong network of potential clients interested in offshore solutions. Whether you’re an influencer or industry professional, affiliates in this stream focus on generating qualified leads for offshore trusts, companies, and bank accounts, particularly in jurisdictions like the Cook Islands and Nevis.
To qualify for Stream A, affiliates should have a solid network or following of individuals or businesses that have a genuine interest in offshore wealth planning services, asset protection, and estate planning. If you don’t have an established network yet, Stream A is a great opportunity to build one and leverage your connections.
Affiliates in Stream A are responsible for identifying and referring qualified leads—individuals or businesses with a clear intent to establish offshore trusts, companies, and bank accounts. Your focus will be on growing and expanding your network to bring in these leads.
You should target individuals and businesses who are looking to utilize offshore structures for a variety of wealth management purposes. These may include asset protection to safeguard wealth from creditors or legal challenges, estate planning to ensure a smooth transfer of assets across generations, and the establishment of offshore trusts and offshore companies to enhance privacy, tax efficiency, business flexibility or reduce exposure to political instabilities. Additionally, leads may be interested in diversifying their investments or seeking confidentiality for sensitive financial matters. Your ideal leads will be those who recognize and seek the value of our offshore wealth management structures.
As an affiliate in Stream A, you’ll have access to a dedicated affiliate dashboard that tracks your leads, conversions, and commissions. This will help you monitor your performance and adjust your strategy accordingly.
Yes! While Stream A focuses on generating leads, Stream B is focused on converting them. You can participate in both streams if you have the expertise or if you wish to expand your role and increase your earnings.
You’ll receive comprehensive support from our affiliate management team, including training materials, marketing assets, and advice on how to effectively reach and engage potential leads. We’ll also provide ongoing communication to help you succeed.
Absolutely! You’re free to use your existing marketing channels, whether that’s social media, email marketing, or a personal website. We provide you with all the necessary resources to help you promote the offshore solutions and build your network effectively.
Stream A is ideal for affiliates who have or can develop a strong network of potential clients with an interest in offshore wealth management solutions. Influencers, industry professionals, financial advisors, legal consultants, business consultants, and even network marketers who are connected to individuals or businesses interested in asset protection, estate planning, and offshore banking could be a perfect fit for this stream. Those with the ability to expand their reach through existing networks or by actively building connections will thrive in Stream A, where the focus is on generating high-quality leads for offshore trusts, companies, and bank accounts.
As an affiliate in Stream A, your role will be to bring in qualified leads—individuals or businesses who are looking to establish offshore structures for asset protection and estate planning. You will focus on growing and nurturing your network, seeking out prospects who have a clear intent to explore offshore trusts, companies, and bank accounts. By leveraging your existing connections and continuously building new relationships, you will refer high-potential leads to the program. Stream A affiliates can earn commissions based on the quality and volume of the leads they bring in, making this a highly rewarding stream for those who excel at networking and outreach.
LEARN MORE
Stream B is designed for affiliates who focus on converting qualified leads into clients. It’s ideal for those with a working knowledge of offshore wealth management services, including asset protection, estate planning, offshore trusts, and company formation. Affiliates in this stream engage with leads referred by Stream A, or through their own network, and guide them through the conversion process, helping them make informed decisions about their offshore wealth solutions.
To qualify for Stream B, you should have a basic understanding of wealth management structures, including trusts, LLCs, IBCs. While experience in financial services, estate planning, or tax consulting is helpful, it’s not a requirement. If you are willing to learn and have the ability to guide leads through the conversion process, Stream B could be a great fit for you.
An affiliate in Stream B works with leads brought in by Stream A and focuses on converting them into paying clients. This involves engaging with leads, providing information, answering their questions, and offering personalized support to help them choose the right offshore solutions for their goals. Affiliates in Stream B play a crucial role in moving leads through the decision-making process and ensuring that they convert.
While prior experience is beneficial, it is not required. Stream B is ideal for affiliates who are willing to learn and apply their knowledge in financial services, including asset protection, tax optimization, or estate planning.
You’ll engage with qualified leads by providing them with relevant information, answering their questions, and guiding them through the decision-making process. Building trust and offering personalized support will be key to your success in converting leads.
You’ll have access to marketing materials, case studies, and detailed information about offshore trusts, companies, and bank accounts. Additionally, you’ll be supported by a team of experts who can answer any questions or concerns from potential clients.
Yes, you can participate in both streams if you have the capacity to generate and convert leads. Stream A focuses on bringing in qualified leads, while Stream B is about converting them into clients.
You’ll have access to a tracking dashboard where you can monitor the status of leads, conversion rates, and commission earnings. This will allow you to assess your performance and adjust your strategy.
Stream B affiliates earn commissions based on successful conversions of qualified leads into clients. The exact commission details will depend on the specific services or structures the lead signs up for.
Stream B is designed for affiliates who have a working knowledge of the offshore wealth management industry or are eager to learn about offshore trusts, companies, and bank accounts. Professionals such as financial advisors, tax consultants, estate planners, and legal experts who are familiar with the nuances of offshore solutions will be well-suited for this stream. Affiliates in Stream B should have the ability to convert qualified leads into clients by providing valuable insights, answering questions, and guiding potential clients through the process of establishing offshore structures. If you have a keen interest in wealth management, asset protection, and estate planning, Stream B offers an excellent opportunity to apply your knowledge and earn commissions by helping clients make informed decisions.
As an affiliate in Stream B, your role will be to convert qualified leads into clients. This involves engaging with individuals or businesses who are interested in using offshore structures for wealth management purposes such as asset protection, estate planning, and tax efficiency. You’ll provide guidance, answer questions, and ensure that leads are educated about the benefits of offshore trusts, companies, and bank accounts. While your primary focus will be on conversion, you’ll also help nurture relationships, answer queries, and support leads throughout their decision-making process. Affiliates in Stream B can earn commissions based on the successful conversion of qualified leads into clients, making this a rewarding stream for individuals with the ability to guide prospects through a structured sales process.
Working with Offshore Broker means working with a team that is actually present in the Cook Islands. Every member of our team has earned their stripes in the industry — we are not a remote referral service. We have direct and personal relationships with licensed trustees, regulated banks, and registered agents across every jurisdiction we operate in, which translates to better pricing, faster processing, and advice grounded in genuine on-the-ground knowledge.
Our team is concentrated in the world’s leading asset protection jurisdiction, the Cook Islands. We have a presence in both Australia and New Zealand and bring a combined depth of experience across international banking, trust, and corporate services.
“I can vouch for the professionalism and integrity of both John and his team, who have helped me set up a number of entities for clients.”
AnonymousSenior Partner
Cook Islands Trust Insights
