Referral Program
Refer Someone You Trust.
Ballard Global has grown through trusted relationships. If you know someone who may be a good fit for our private credit platform, this page gives you a simple way to start the referral process.
If your referral completes a qualifying investment, both you and the referred investor may receive a $500 investment credit, subject to eligibility, documentation, and approval.
Referral Program
Refer Someone You Trust.
Ballard Global has grown through trusted relationships. If you know someone who may be a good fit for our private credit platform, this page gives you a simple way to start the referral process.
If your referral completes a qualifying investment, both you and the referred investor may receive a $500 investment credit, subject to eligibility, documentation, and approval.
How it works
Start
the referral
Submit the name and contact information of someone you believe may be a good fit.
Confirm the
referral terms
After submission, we’ll send you a brief acknowledgment form to confirm the program terms and compliance requirements.
We handle
the conversation
Ballard Global manages all follow-up, offering-related discussions, accreditation verification, onboarding, and documentation.
Credits are applied
after funding
If the referred investor completes a qualifying investment and the referral is approved, both parties may receive a $500 investment credit
Why Share Ballard Global?
Many of our strongest relationships began with a simple introduction.
Current investors often know other business owners, professionals, family members, or peers who may benefit from learning more about private credit, portfolio diversification, and private market opportunities.
This program gives investors a simple way to make those introductions while allowing Ballard Global to handle the full investment conversation.
Simple process
You make the introduction. Ballard Global handles the conversation, documentation, and onboarding.
Aligned investors
Referrals help us connect with people who may already understand the value of private markets, income, and long-term planning.
Trusted relationships
Introductions from people who know us help create a more thoughtful investor experience.
An Established Platform,
A Disciplined Process
Ballard Global’s platform is built on long-standing relationships, private market experience, and disciplined underwriting. While every investment involves risk, our process is designed to help investors evaluate private credit opportunities through a structured and transparent framework.
An Established Platform,
A Disciplined Process
Ballard Global’s platform is built on long-standing relationships, private market experience, and disciplined underwriting. While every investment involves risk, our process is designed to help investors evaluate private credit opportunities through a structured and transparent framework.
Structured With
Compliance Controls
This referral process includes required acknowledgments, written disclosures, accreditation verification, and internal review before any credit is applied.
Referrers should not explain offering terms, make recommendations, provide investment advice, or act on behalf of Ballard Global. Ballard Global handles all investment-related communications and onboarding.
Start a Referral
Submit your information below. After we receive your referral request, we’ll send you the required acknowledgment form before moving forward.
FAQs
Who can participate?
This program is available to current Ballard Global investors in good standing.
What happens after I submit a referral?
We’ll review the submission and send you the required acknowledgment form. Once that is complete, Ballard Global will handle the follow-up process.
Do I need to explain Ballard Global’s offerings?
No. A simple introduction is enough. Ballard Global will handle all offering-related
communications, documentation, and onboarding
When is the credit applied?
After the referred investor completes onboarding, verifies accredited investor status, signs the required documents, and funds a qualifying investment.
Can I receive the $500 as cash?
No. The credit is applied to an eligible Ballard Global investment account and has no cash value.
Does the credit depend on the size of the investment?
No. The credit is fixed and is not based on the amount invested.
Will my referral know I may receive a credit?
Yes. Referred investors will receive disclosure that the referring investor may receive a $500 investment credit if they complete a qualifying investment.
Can I share this page publicly?
No. This page is intended for current Ballard Global investors who received the link directly. Please do not post the page or referral materials publicly.
Questions About the Process.
Our Investor Relations team is available to walk through the program and answer any questions.
This referral program is not an offer to sell or a solicitation to purchase securities. Participation is limited to eligible current Ballard Global investors and is subject to review and approval. Referred investors must satisfy applicable accredited investor requirements before investing. Referral credits have no cash value, are not transferable, and are not tied to the amount invested. Any investment decision should be based solely on the
applicable offering documents.
Securities are offered through Ballard Global LLC and/or Finalis Securities LLC Member FINRA / SIPC.
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Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC. [See Full Disclaimer].