Invite
Use only approved outreach wording and identify the sender. Partner marketing must offer an easy opt-out.
Consent-enabled introductions
Approved partners may direct prospects to a unique Family Legacy Check link or QR code. Prospects provide their own information and choices directly.
Use only approved outreach wording and identify the sender. Partner marketing must offer an easy opt-out.
Share the assigned link or QR code. Tokens carry campaign attribution only and no personal information.
Do not upload or email a client list, pre-consent anyone, promise an outcome or share one prospect's details with another party.
Use the approved consent-enabled link. Do not upload a personal database, complete a form for another person, or treat a service enquiry as marketing permission.