Who this service is for
Brokers and consultants documenting introductions. Document introductions, genealogy, roles, expectations and appropriate relationship protections.
What TBH prepares or reviews
Scoped genealogy, introduction record and fee documentation. The commissioned scope determines which records or documents are included.
Broker genealogy
Map the chain from principal through representatives and introducers. Record who introduced whom, the opportunity, dates, authority and supporting correspondence. Resolve undisclosed links before agreeing the fee structure.
Relationship protection versus earned fees
Record scoped introduction protections and agreed fee documentation. Payment remains conditional on the agreed entitlement and triggers; protection documents do not automatically confer remuneration or exclusivity.
Information needed
Parties, chain, introductions, authority and agreed fee expectations. Start with a summary and identify missing material. Use an agreed controlled channel for sensitive evidence.
Scope and review process
Define the requested outcome, provide complete instructions, agree the work and review stages, then resolve identified gaps. Check the current Whop listing before purchase. Work outside the confirmed scope requires separate agreement.
Limitations
No automatic fee entitlement, exclusivity or guaranteed remuneration. Transaction-specific professional advice may be needed; preparation is not an assurance that another party will accept the document or proceed.
Questions before commissioning
Before purchase, confirm the actual listing and scope. Which of the preparation points below remain unresolved? Which materials can you supply now, which require a controlled submission channel, and who is authorised to approve the result? A purchase starts the relevant service pathway; it does not settle missing commercial terms or confer transaction approval.
Priority handling
Priority handling is an add-on for eligible work. Complete inputs, available capacity and written timing confirmation are required; no fixed turnaround is promised.
Prepare the introduction and genealogy record
The genealogy reference is an information-gathering declaration that creates no appointment or compensation right. Use it to identify relationships and documentation gaps. A protection pack may organise relevant records and scoped fee documents, but the parties must still agree actual responsibilities, terms and authority.
- Identify the opportunity, introductions and supporting chronology.
- Disclose upstream, downstream and other known parties.
- Record roles, written arrangements, fee expectations and conflicts.
- Separate claimed entitlement from an executed payment obligation.
Related guidance and service support
Prepare an email enquiry and send it from your email application. Do not submit sensitive evidence through the public form.