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Transferring Your Business

Rules and processes for position transfers.

Transfer Rules​

Position transfers are:

  • Restricted — Not freely transferable
  • Require approval — Company must consent
  • Limited circumstances — Only specific situations
  • Not "sales" — Cannot transfer for payment

When Transfers May Be Allowed​

  • Death — Yes, to estate/heir (with approval)
  • Incapacity — Possibly, to family (with approval)
  • Entity conversion — Yes, same owner (with approval)
  • Sale to third party — No
  • "Giving" to friend — No

Death Transfers​

If an IA passes away:

  1. Estate notifies company
  2. Death certificate provided
  3. Beneficiary identification
  4. Transfer application submitted
  5. Company review and decision
  6. If approved, position transfers

Beneficiary Requirements​

  • Must meet IA eligibility
  • Must accept IA Agreement
  • May need to complete KYC
  • Subject to approval

Entity Conversion​

Changing how you operate (e.g., individual to LLC):

  1. Submit transfer request
  2. Provide entity documents
  3. Confirm same beneficial owner
  4. Complete KYB for new entity
  5. Position transferred to entity

Transfer Process​

Step 1: Submit Request​

Contact company with:

  • Current account details
  • Reason for transfer
  • Proposed transferee information
  • Supporting documentation

Step 2: Provide Documentation​

  • Death — Death certificate, will/estate docs
  • Incapacity — Medical documentation, power of attorney
  • Entity change — Formation documents, ownership proof

Step 3: Company Review​

Company evaluates:

  • Eligibility of transfer
  • Transferee qualifications
  • Compliance with terms
  • Approval or denial

Step 4: Execution​

If approved:

  • Position transferred
  • Downline intact (usually)
  • New party assumes responsibilities
  • Old party's relationship ends

What Doesn't Transfer​

  • Unpaid commissions — May or may not
  • Primary Wallet balance — Per terms
  • Rank — May need requalification
  • Pending issues — Resolved first

Processing Time​

  • Request review — 1-2 weeks
  • Document review — 1-2 weeks
  • Decision — 1-4 weeks
  • Execution — 1 week