Intermediary Policy

CapitalProjectsPatners.com

Effective Date: January 21, 2025

This Intermediary Policy governs the conduct, expectations, and engagement terms of referral partners, intermediaries, and third-party introducers who wish to present potential clients, projects, or financial instruments to Capital Projects Partners (CPP).


1. Private Referral Basis Only

CPP is a private, invitation-only capital platform. Intermediary engagement is permitted solely on a discreet referral basis and subject to internal approval. We do not operate public-facing programs or mass onboarding of intermediaries.


2. Intermediary Registration & Pre-Approval

All intermediaries must:
  • Submit a formal introduction dossier with background and credentials
  • Sign a Non-Disclosure Agreement (NDA) and Non-Circumvention Agreement (NCA)
  • Clearly state if they are acting individually or as part of a larger group
Intermediaries are not authorized to represent CPP without explicit written permission.


3. No Authority to Represent or Bind CPP

Intermediaries may not:
  • Present themselves as employees, agents, or managers of CPP
  • Make promises, projections, or guarantees regarding results
  • Distribute CPP’s confidential documents, branding, or marketing materials
  • Negotiate terms or compensation without an authorized agreement

All communications must reflect the intermediary’s status as a third-party introducer, not an internal representative.


4. Referral Recognition & Protection

Referrals submitted by an intermediary will be honored only when:
  • A full client or project summary is submitted via secure, documented channel
  • There is no pre-existing record of the same party within CPP’s system
  • The submission complies with our intake and compliance requirements

Protected introductions remain valid for 12 months from documented receipt unless extended by mutual written agreement.


5. Compensation Guidelines

Intermediary compensation is:
  • Performance-based and paid only upon successful funding
  • Subject to execution of a formal Fee Agreement or Intermediary Commission Agreement (ICA)
  • Determined based on value of deal, project type, and intermediary role
  • Never owed for speculative introductions or unqualified parties

CPP does not pay commissions on incomplete submissions, ghost leads, or recycled deals.


6. Zero-Tolerance Policy for Misconduct

Any intermediary engaging in the following conduct will be immediately disqualified and may face legal action:
  • Misrepresenting CPP’s services or authority
  • Using CPP’s name to solicit upfront fees or deposits
  • Engaging in spam tactics, unauthorized communications, or fake documents
  • Circumventing CPP to access private counterparties, monetizers, or clients

CPP maintains a strict anti-fraud, anti-circumvention, and anti-solicitation policy.


7. Confidentiality & Professional Conduct

All engagements involving intermediaries are considered strictly confidential. Intermediaries are expected to:
  • Uphold the highest standards of discretion and client protection
  • Avoid promoting CPP services online or via public-facing platforms
  • Limit communications to qualified parties only, with documented interest
 

8. Right to Decline or Terminate

CPP reserves the right to:
  • Refuse any intermediary referral at its sole discretion
  • Terminate an intermediary relationship at any time, with or without cause
  • Deny compensation for misrepresented, unauthorized, or unsolicited introductions
 

9. Jurisdiction

This policy and all related agreements are governed by the laws of [Insert Jurisdiction]. Disputes are subject to binding arbitration or legal proceedings as outlined in the signed Intermediary Agreement.


Final Note

Capital Projects Partners welcomes experienced, ethical intermediaries who align with our standards of confidentiality, professionalism, and precision. To apply for an intermediary relationship, please request onboarding via our secure intake form.