Affiliate Terms of Service

Legacy Partner Program – Affiliate Terms & Conditions:

Effective Date: [Insert Date]
Company: Legacy Management LLC

By joining the Legacy Partner Program (“Program”), you (“Affiliate”, “you”) agree to the following terms and conditions governed by Legacy Management LLC (“Company”, “we”, “us”).

 
1. Program Eligibility
To enroll in and participate in the Legacy Partner Program, you must:

Be at least 18 years old.
Have a valid Tax ID or SSN (for commission reporting and payout).
Reside in the United States or a territory where such programs are legally permitted.
We reserve the right to approve or deny any applicant at our sole discretion.

 
2. Affiliate Responsibilities
As an Affiliate, you agree to:

Promote Legacy Management LLC funding services truthfully and ethically.
Use only approved marketing materials and refrain from making false claims.
Refer qualified leads by using official registration forms or tracking links.
Maintain professionalism in all communications with clients and prospects.
You may not:

Misrepresent our services or your relationship with Legacy Management LLC.
Engage in spam marketing, unsolicited messaging, or deceptive practices.
Impersonate the Company or any of its staff.
 
3. Compensation
3.1 Commission Structure
You will earn commission on each funded business loan referral, as follows:

Merchant Cash Advance (MCA): 2%
Equipment Leasing / Start-Up Loans: 1%
Business Term Loan / SBA 7a / Line of Credit: 0.5%
3.2 Bonus Structure (Cumulative Tiers)
Tier 1: $500 bonus for 1 funded loan
Tier 2: Additional $500 at 2 total funded loans ($1,000 cumulative)
Tier 3: Additional $500 at 3 total funded loans ($1,500 cumulative)
To qualify for bonuses, deals must fund within a 60-day rolling period from the first closed referral.

3.3 Payment Terms
Commissions and bonuses are paid bi-monthly (15th and last day of the month).
Payments are made via ACH or PayPal.
A W-9 form must be submitted before the first payment is released.
A 1099-NEC will be issued for earnings exceeding $600 annually.
 
4. Qualified Referral Definition
A qualified referral is defined as a lead who:

Is a U.S.-based business owner or entrepreneur
Completes the intake form
Passes initial pre-qualification (credit, revenue, time in business)
Successfully funds through a Legacy Management LLC-approved lending product
 
5. Termination and Suspension
We reserve the right to suspend or terminate your participation in the program without notice if:

You violate these terms
You submit fraudulent or unqualified leads
There is 90 days of inactivity (no funded deals)
You may terminate your participation at any time with written notice.

 
6. Intellectual Property
All logos, marketing materials, and digital assets provided by Legacy Management LLC remain the exclusive property of the Company. You may use them only while actively enrolled in the program and must discontinue their use upon termination.

 
7. Limitation of Liability
Legacy Management LLC is not liable for indirect, incidental, or special damages, including lost profits, arising from your participation in the Program.

 
8. Amendments
We reserve the right to update these terms at any time. Continued participation in the Program constitutes acceptance of any changes.

 
9. Governing Law
These Terms & Conditions are governed by the laws of the State of New Hampshire.

 
By enrolling in the Legacy Partner Program, you acknowledge and agree to these Terms & Conditions.