You guide your clients. We handle the rest.
A partnership for financial advisors. Introduce your clients to SA Bullion. Our team handles the practical steps of buying and vaulting physical precious metals.
Become an advisor partner
More time for your clients.
Bring a specialist precious-metals partner into the conversation, without building the operation yourself.
SA BULLION
A personal introduction.
FromYour practice
ToSA Bullion
Your clientIntroduced by you. Supported by us.
- Account setupHelp with the practical requirements
- Metal purchaseArranged by our team
- Vaulting & supportCare for their holdings and next steps
You lead the relationship.
- Understand your client’s goals and guide the conversation.
- Introduce clients who want to explore physical precious metals.
- Continue your advice relationship as their needs evolve.
We take care of the practical work.
- Help your client get started and complete the account requirements.
- Arrange the purchase and vaulting of their metal.
- Provide specialist support for their holdings and next steps.
Start with a conversation.
We’ll work through the partnership with you before your first client introduction.
- 01
Tell us about your practice.
Talk to our team about your clients and how a precious-metals partnership could fit.
- 02
Agree the way forward.
Review the current partner terms, responsibilities and approval requirements together.
- 03
Make your first introduction.
With the partnership in place, introduce your client. Our team takes them through the practical steps.
Your partnership questions.
A few things to know before we talk.
Let’s talk partnership.
Tell us about your practice. We’ll help you explore the next step.
For existing financial advisors. Partnership is subject to agreement and approval.