【2】IB Rebate Plan Update Process - Ver. 2024.08

Kindly refer to the following step-by-step explanation for the complete procedure of IB rebate plan update:

Step 1 Sales Team Contacts OP Team

- The sales team contacts the OP team regarding the IB rebate plan update.

Step 2 OP Update IB Rebate Plan

- OP formulate a new IB rebate plan based on the sales team's request.

Step 3 New Agreement Confirmation Notification Sent to Client

- OP send a new agreement confirmation notification via the client's IB Portal.

Step 4 Client Confirms New Agreement

- The client confirms the new rebate agreement in their IB Portal.

Step 5 OP Set Up New Rebate Rules

- After the client confirms the agreement, OP set up the new rebate rules in the system.

Step 6 IB Acquires New Rebate Rules

- The new rebate rules take effect, and the IB starts receiving rebates according to the new rules.

Step 7 IB Agreement Available for View and Download

- The updated agreement is available for viewing and downloading in the IB Portal. Clients can review detailed commission rules.

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Kindly refer to the following step-by-step explanation for the client operation process and status (IB rebate update):

Step 1: Client Receives Login Information (Follow-up from Complete Process Step 3 above)

- After OP sends the updated IB agreement and updates the rebate account settings, the client will receive a notification confirmation email.

Step 2 Client Logs into the Client Portal

- Upon logging into the client portal, the client can switch the language using the drop-down menu in the upper right corner.

Step 3 On the Dashboard, the client can click the drop-down menu at the top to view the rebate account with updated settings

Step 4 Click on the rebate account, review the new agreement sent by OP, and click the "Agree" button to confirm

Step 5 Once the IB agreement is confirmed, the new rebate settings will be updated and activated

Notices:

- By clicking "View more" on the Dashboard > Referral link page, the client can view detailed information about the rebate account.

- The client can view and download their personal IB agreement on the "Referral link" page.