Accountant referral programme
Partner with Ocean Capital Exchange to offer your clients specialist FX and business finance solutions, while creating an additional revenue stream for your accountancy practice.
The value proposition
Many businesses pay more than necessary when converting currencies or making international payments.
Ocean Capital Exchange helps businesses explore competitive FX pricing, multi-currency accounts and currency risk management solutions.
Businesses can struggle with cash flow even when profitable.
We help identify suitable solutions including invoice finance, trade finance, unsecured business loans, revolving credit facilities and asset finance. This can help clients manage short-term pressures, fulfil larger orders and pursue growth opportunities.
Introduce suitable clients and earn 20% ongoing commission on qualifying revenue, subject to the agreed referral terms. OCE handles the specialist finance conversations, applications and ongoing support.
Commission eligibility, duration, calculations and payment terms are governed by the signed partner agreement. Not every introduction generates commission.
Who to introduce
You don't need to know which financial product is right. Simply introduce us and we'll help assess the available options.
Services available to your clients
Availability, pricing and eligibility are set by each provider. Some services are only available in certain circumstances; our team will confirm what may be relevant for a client.
Become a Referral PartnerHow the partnership works
Complete a short enquiry and discuss the partnership with our team.
With your client's permission, introduce them directly to Ocean Capital Exchange.
Our specialists discuss the client's requirements, explore suitable options and guide them through the process.
Where a qualifying introduction generates eligible revenue, you receive commission under the agreed partner terms.
Referral commission
Our accountant referral programme offers 20% ongoing commission on qualifying revenue generated by introduced clients, subject to our partner agreement.
Commission is calculated on the net revenue OCE earns from a qualifying introduction. It is not a percentage of the client's loan amount, FX transaction value or lender interest. Eligibility, duration, calculations and payment terms are governed by the signed partner agreement, and not every introduction generates commission.
Accountants should consider their professional obligations, client disclosure requirements and conflicts of interest before accepting referral fees.
Why partner with OCE
OCE specialises in business FX and commercial finance.
We work with established financial services providers.
We support both straightforward and more complex requirements.
Clients are supported by people, rather than left to navigate finance options alone.
We aim to develop long-term relationships with accountants and their clients.
Ocean Capital Exchange Ltd, company number 11665955. Office: 73 Watling Street, London, EC4M 9BJ.
Partner questions
Anything not covered here is confirmed by our team and set out in the signed partner terms.
Our team will confirm any costs as part of the partnership discussion, and the position is set out in the signed partner agreement before you make any introductions.
No. You do not need to become a finance expert or recommend a specific product. You introduce the client, with their permission, and OCE's specialists handle the FX or funding conversation.
The programme offers 20% ongoing commission on qualifying revenue generated by introduced clients, subject to the partner agreement. Earnings depend on whether introductions proceed and generate eligible revenue, so we cannot forecast or guarantee any amount.
Our team confirms how commission is calculated, what counts as eligible revenue, how long it applies and when it is paid. These points are set out in the signed partner terms.
You remain the client's trusted adviser. OCE manages the specialist FX or funding process and will not deliberately market unrelated services to referred clients outside the agreed relationship. Specific arrangements are set out in the partner agreement.
Our specialists contact the client through the agreed introduction process, discuss their requirements, explore suitable options and guide them through the process. Any finance remains subject to the provider's assessment and terms.
Yes. The programme covers foreign exchange and international payments as well as commercial finance. Our team can discuss which referrals would be most relevant to your practice.
You should consider your professional obligations, any client disclosure requirements and conflicts of interest before accepting referral fees. Check the guidance from your professional body and take advice where needed.
Bookkeepers and accountancy practices of different sizes are welcome to enquire. Our team will discuss whether the partnership is a good fit for your practice.
Tell us about your practice and our team will be in touch.