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Status: Unreviewed

Business Separation

Handling divorce, dissolution, and court-ordered separations of IA positions.

Overview

When an IA position is held jointly or when life circumstances change (divorce, partnership dissolution), specific procedures apply to separate or reassign the position.

Reference: P&P Section 2.7

Types of Separation

TypeDescription
DivorceMarriage dissolution affecting jointly-held position
Partnership dissolutionBusiness partners separating
Court-orderedLegal mandate to divide assets
Mutual agreementParties agree to separate position

General Principles

PrincipleDetail
One positionAn IA position cannot be split into two
Assignment requiredPosition must be assigned to ONE party
Company approvalAll separations require company consent
DocumentationLegal documents required

Divorce Procedures (P&P 2.7)

Step 1: Notify the Company

ActionDetail
Contactcompliance@corsairconnect.com
TimingAs soon as separation proceedings begin
IncludeAccount details, nature of separation

Step 2: Provide Documentation

DocumentPurpose
Divorce filingProof proceedings initiated
Settlement agreementShows asset division
Court orderIf position specifically addressed
Final decreeWhen divorce finalized

Step 3: Position Assignment

The position will be assigned based on:

PriorityBasis
1Court order specifying assignment
2Written agreement between parties
3Party who originally enrolled
4Company discretion

Step 4: Non-Assigned Party

The party NOT receiving the position:

RestrictionDuration
Cannot re-enroll6 months from separation date
Cannot enroll under former spousePermanently
May enroll under different sponsorAfter waiting period

Partnership Dissolution

When business partners who jointly hold an IA position separate.

Process

StepAction
1Submit written notice of dissolution
2Provide partnership dissolution agreement
3Indicate which partner retains position
4Non-retaining partner signs release

Assignment Rules

SituationAssignment
Agreement between partnersPer agreement
No agreementOriginal enrolling partner
DisputeCompany makes determination

Business Entity Dissolution

If the IA position is held by an LLC/corporation being dissolved:

StepAction
1Notify company of entity dissolution
2Provide dissolution documents
3Request transfer to individual or new entity
4Complete transfer application

Court-Ordered Separations

When a court mandates division of the IA position.

Company Compliance

SituationCompany Action
Court order receivedReview and comply
Order specifies recipientTransfer to named party
Order silent on positionFollow standard procedures

Required Documents

DocumentRequired
Certified court orderYes
Identification of partiesYes
Proposed assignmentYes
Recipient's IA applicationIf new to company

Timeline

StageTimeframe
Court order receiptDocument immediately
Review5-10 business days
ImplementationWithin 30 days of final order

Commission Handling During Separation

Pending Commissions

SituationHandling
Pre-separation earningsPaid per original account setup
Post-separation earningsPaid to assigned position holder
Disputed periodMay be held pending resolution

Wallet Balances

Balance TypeTreatment
OCA balanceTransfers with position OR per agreement
BW balanceTransfers with position
Pending CSRTransfers with position

During Proceedings

StatusEffect
Account may be frozenPending resolution
Withdrawals may be restrictedUntil assignment determined
Commissions continue accruingTo the account

Waiting Periods

Non-Assigned Party Re-Enrollment

CircumstanceWaiting Period
Divorce6 months
Partnership dissolution6 months
Court-ordered separationPer court order or 6 months

Restrictions

RestrictionDetail
Cannot enroll under former spouse/partnerPermanent
Cannot enroll in former downlinePermanent
Must enroll under unrelated sponsorRequired

Dispute Resolution

If Parties Disagree

StepAction
1Submit respective positions in writing
2Provide supporting documentation
3Company reviews and determines
4Decision is final

Company Discretion

The company may consider:

  • Who originally enrolled
  • Who has been primarily active
  • Written agreements between parties
  • Equity and fairness
  • Legal requirements

Appeal

AspectDetail
Timeline15 days from decision
BasisNew evidence only
FinalAppeal decision is final

Special Situations

Death During Separation

If one party dies during separation proceedings:

SituationResult
Before final orderEstate and surviving party negotiate
After assignmentAssigned party retains

Bankruptcy

SituationHandling
One party bankruptTrustee may have claims
Position as assetCompany cooperates with legal process
AssignmentPer bankruptcy court direction

International Divorces

ConsiderationDetail
JurisdictionLaws of divorce jurisdiction apply
RecognitionCompany recognizes valid foreign orders
TranslationCertified translations required

Required Forms

Separation Request

Submit to compliance@corsairconnect.com:

FieldRequired
Account holder name(s)Yes
Account/IA IDYes
Type of separationYes
Proposed assignmentYes
Contact for each partyYes

Supporting Documents Checklist

  • Legal filing (divorce petition, dissolution notice)
  • Settlement agreement (if applicable)
  • Court order (if applicable)
  • Identification for both parties
  • New IA application (if recipient not current IA)
  • Signed release from non-assigned party

Processing Timeline

StageTypical Time
Initial review5 business days
Document verification5-10 business days
Decision10-15 business days
Implementation5 business days
Total4-6 weeks

Complex cases may take longer.


Contact

For separation matters: