This page is for IB networks, brokers, signal rooms, academies and other firms that want to offer the services of The Source Finance under their own brand.
It is a summary of how we work. It is not an offer, a price list or a contract.
1. About this page
- A partnership exists only once both sides have signed a written agreement. The agreement names the contracting party on our side.
- If the agreement differs from this page, the agreement prevails.
- Nothing said in a call, a chat, a presentation or on this site creates a partnership, a right to payment or an exclusive right.
- We choose our partners. We may decline any request, without giving a reason.
2. The white label model
You can offer any of our six lines under your own brand: Softwares, Copy, Traders, Signals, Labs and Prop Firms.
- Your brand is on the front. We supply the engine: software, strategies, signal rooms and know-how.
- The agreement sets the lines, the markets, the countries and the clients you may serve.
- Your clients keep their money in their own accounts, at their broker. Neither you nor we hold it.
- Copy and Traders are offered only through an authorised firm where the law of the client's country requires one. Otherwise, they are not offered there.
- Any connection to a client account is trade-only. It cannot withdraw or transfer funds.
3. Revenue share and terms
Revenue share, fees, reporting, payment dates and every other commercial term are set only in the signed written agreement.
Figures mentioned before signature are indicative. They bind no one.
Each side is responsible for its own taxes.
4. Your regulatory duties
You are responsible for your own compliance in every country where you operate. In particular, you must:
- hold every licence, authorisation or registration your activity needs
- offer a service in a country only where you, or the authorised firm used, may lawfully provide it there
- carry out the client checks the law requires of you, such as identity, anti-money-laundering and sanctions checks
- assess clients where the law requires it, for example for suitability or appropriateness
- follow the consumer protection, data protection and financial promotion rules of each country you serve
- handle complaints from your clients
- not hide information your clients are entitled to by law, such as who provides a strategy, where the law requires it
We may ask for evidence of your compliance at any time.
5. Marketing rules
Your marketing must be fair, clear and not misleading. In particular, you must never:
- promise or imply returns or profits, or use words such as “guaranteed”, “safe” or “risk-free”
- show results without their period, account and source
- present backtests or simulations as live results
- use our records out of context or change them
- present a signal, strategy or copy service as personal advice
- target minors, or people in countries where the service may not be offered
Every promotion must carry a clear risk warning and state that past performance is not a reliable indicator of future results.
We may ask to review your materials before they run, and ask you to change or withdraw any material that breaks these rules. You must do so promptly.
6. Brand and intellectual property
- We grant you a limited licence to offer our services and use our materials under your brand. It is non-exclusive and non-transferable, unless the agreement says otherwise.
- The licence covers only the agreed lines, countries and term. It ends with the agreement.
- Our software, strategies, signals, records and know-how stay ours. You may not copy, resell outside the agreement, sublicense, decompile or reverse engineer them.
- You may use the name The Source Finance, and our logos, only as the agreement allows.
- Your brand stays yours. You allow us to use it only to deliver the white label service.
7. Data protection roles
- For your clients' data, you are the controller.
- Where we process that data to deliver the service for you, we act as your processor, under a data processing agreement that meets Article 28 GDPR.
- Where we use data for our own purposes, such as managing our relationship with you, billing, security and our own legal duties, we are a controller.
- Where the agreement says we decide some purposes together, we sign an arrangement under Article 26 GDPR.
- Each side keeps data secure, tells the other promptly about any breach that concerns it, and helps the other answer requests from individuals and authorities.
8. Confidentiality
Strategies, code, settings, commercial terms and client information shared between us are confidential. Each side uses them only for the partnership.
This duty continues after the agreement ends, for the period the agreement sets.
9. Responsibility and liability
- Each side is responsible for its own regulatory compliance and for its own statements to clients.
- We do not guarantee any result, for you or for your clients.
- You are responsible for claims that arise from your marketing, your breaches of law, or your breaches of the agreement.
- The limits of liability and any indemnities are set in the agreement.
10. Suspension and termination
Either side may end the agreement as it provides. We may suspend or end it at once if:
- you break the law, these rules or the agreement
- a regulator, court or other authority requires it
- we suspect fraud, money laundering or a sanctions breach
- continuing would expose us or your clients to serious harm
When the agreement ends:
- you stop using our brand, software and materials
- we agree an orderly exit for your clients, with notice and time to disconnect. Your clients keep control of their accounts and positions throughout.
- client data is returned or deleted as the data processing agreement says
- amounts already due are paid as the agreement says
11. Applicable law
The signed agreement sets the law and the courts, or the arbitration, that apply to the partnership.
Before any formal step, both sides try to settle a dispute amicably.
12. Contact
To become a partner, use the Get started form, or contact: