Referral Program Terms

The Program is available to:

• BetaOffice account holders aged 18 or over;
• approved accountants, advisers and other business partners;
• approved ambassadors, publishers and content creators; and
• other individuals or organisations authorised by BetaOffice.

An active BetaOffice subscription is not required where BetaOffice has approved a referral-only or partner account.

Referral-only access does not itself provide a registered office, service address, mailroom or any other paid BetaOffice subscription service.

Employees and contractors of BetaOffice Ltd may not participate unless authorised by BetaOffice in writing.

We may approve, reject, restrict or withdraw access to the Program where reasonably necessary for operational, legal, compliance, fraud-prevention or reputational reasons.

Approved partners may use BetaOffice in more than one way. Depending on the permissions made available to their account, a partner may:

• share a referral link so that a customer creates, controls and pays for their own BetaOffice account;
• manage selected client companies through a partner account;
• use their own authorised payment method for subscriptions that they directly manage; or
• combine managed-client and referral-link workflows.

Managing a client company does not automatically make that company an eligible referral and does not automatically create a referral reward.

A managed client qualifies for a referral reward only where BetaOffice records a valid referral attribution and all other requirements in these Terms are satisfied.

Directors and other persons who are required to complete identity verification must complete that verification themselves through the verification process provided to them. A partner must not impersonate a director or complete identity verification on another person's behalf.

Partner access to a client's company or digital mail is subject to the permissions granted through BetaOffice and any authority the partner has received from the relevant client.

Each participant may receive a unique referral link or code (“Referral Code”).

A referral may be attributed to a participant where a genuine new customer:

1. visits or registers with BetaOffice using the participant's Referral Code;
2. creates an eligible BetaOffice account;
3. completes all required identity or business verification;
4. is approved and becomes active; and
5. completes their first successful subscription payment.

Referral attribution may use cookies, referral parameters and internal account records in accordance with our Cookie Policy and Privacy Policy.

Only one participant may normally receive credit for a customer. Where multiple referral links or codes are used, BetaOffice's tracking and account records will determine attribution.

Tracking may fail where, for example:

• cookies are blocked or deleted;
• the customer changes browser or device;
• the customer registers without using the Referral Code;
• another valid Referral Code is used;
• tracking is interrupted by third-party technology; or
• the referral cannot reasonably be verified from available records.

BetaOffice does not guarantee successful attribution of every visit, click or signup.

A referral becomes a “Verified Activation” only when all of the following conditions are satisfied:

• the referred customer is a genuine new BetaOffice customer;
• the customer and relevant directors or controllers complete the required KYC, identity or business verification;
• the account is approved and becomes active;
• the first subscription payment is successfully received;
• the payment has not been refunded, reversed, disputed or charged back during any applicable validation or review period;
• the referral is not a self-referral, duplicate, artificial, related-party or otherwise ineligible referral; and
• the participant and customer comply with applicable BetaOffice terms.

BetaOffice may apply a reasonable validation or review period before confirming a reward and may extend that period where a payment, identity check, account or referral requires further review.

Clicks, registrations, incomplete applications, failed verification, declined applications and unsuccessful payments do not qualify for a reward.

The standard referral reward is:

£15 for each eligible Verified Activation.

The £15 reward is earned once per eligible referred customer. It is not a recurring commission on future subscription payments.

The standard Program does not include milestone bonuses.

BetaOffice may offer a different promotional or partner-specific reward rate where that rate is clearly displayed in the participant's dashboard or separately confirmed by BetaOffice in writing.

We do not guarantee any number of referrals, conversions, rewards or level of income.

A referral reward may be shown as pending while eligibility or payment status is being verified.

A pending reward:

• remains subject to validation and review;
• is not available for withdrawal;
• does not represent money held on deposit for the participant; and
• may be cancelled or reversed if the referral does not satisfy these Terms.

Once BetaOffice confirms an eligible reward, it may be added to the participant's withdrawable referral balance.

A confirmed reward may still be reversed or clawed back where it is later found to have been obtained through fraud, duplication, payment reversal, chargeback, error or another breach of these Terms.

BetaOffice may provide a Wallet or similar ledger showing credits, referral rewards, service spending and other account balances.

The Wallet is an internal account ledger. It is not a bank account, payment account, savings account, electronic money account or general-purpose stored-value facility.

Only confirmed referral earnings that BetaOffice marks as withdrawable may be withdrawn as cash.

Funds or credits arising from any of the following are not withdrawable unless BetaOffice expressly confirms otherwise in writing:

• card or payment-method top-ups;
• funds added for mail forwarding or other services;
• manual account adjustments;
• promotional or goodwill credits;
• service credits;
• refund credits;
• compensation credits; or
• any other credit that is not a confirmed referral reward.

A participant must not use top-ups, payment cards, refunds or account credits to obtain a cash withdrawal or otherwise convert non-withdrawable funds into cash.

Where a Wallet contains both withdrawable referral earnings and non-withdrawable funds, BetaOffice's records and accounting rules determine the portion available for withdrawal.

Spending from the Wallet may reduce the amount of confirmed referral earnings that remains available for withdrawal. Adding new non-withdrawable funds later does not restore referral earnings that have already been spent.

Approved refunds of card-funded amounts will normally be returned to the original payment method where reasonably possible and will not be paid through the referral payout process.

No interest is paid on Wallet balances.

The minimum withdrawal amount is £30 in confirmed withdrawable referral earnings.

At present, referral withdrawal requests may be reviewed and processed manually. Participants should follow the request method shown in the dashboard or contact BetaOffice where instructed.

BetaOffice may introduce automated payout methods in the future without changing the underlying requirement that only confirmed withdrawable referral earnings may be paid out.

Available payout methods may vary depending on the participant's country, currency, account type and payment-provider availability.

Before processing a payout, BetaOffice may request information including:

• the participant's full legal name;
• business or company name;
• company registration number;
• registered or business address;
• VAT registration status and VAT number;
• bank or payment-account details;
• evidence that the payout account belongs to the participant or their organisation;
• an invoice or other supporting documentation;
• reasonable identity or business verification; or
• information reasonably required for fraud, sanctions, payment or compliance checks.

The name on a payout account must normally match the participant or organisation approved for the Program.

BetaOffice may delay, withhold, reject or cancel a payout request while it verifies ownership, referral activity, payment history, identity, account details, fraud risk or legal and payment-provider requirements.

Participants are responsible for fees charged by their bank, receiving institution, payout provider, intermediary or correspondent bank.

Currency-conversion charges or exchange-rate differences may also apply where a payout is received in a currency other than the currency in which BetaOffice records the reward.

As a result, the amount ultimately received by a participant may be lower than the amount removed from their withdrawable referral balance.

If BetaOffice itself intends to deduct a specific payout processing fee, that fee will be displayed or communicated before the relevant payout is processed.

Business participants may be required to provide a valid invoice before a payout is processed.

Invoices should include, where applicable:

• the participant's legal or business name;
• business address;
• company registration number;
• invoice number and date;
• the relevant referral period;
• the referral reward amount;
• VAT registration number and VAT amount, where applicable; and
• the total amount payable.

Participants must not charge VAT unless they are validly registered and legally entitled to do so.

BetaOffice may provide a payout statement or remittance record showing how a payment was calculated.

BetaOffice may introduce a formal self-billing arrangement only where the applicable requirements are satisfied and an appropriate agreement is in place.

Referral rewards may constitute taxable income.

Participants are responsible for:

• determining their tax obligations;
• declaring referral income where required;
• issuing any required invoices;
• registering for VAT where required; and
• paying any applicable tax, National Insurance, VAT or similar charge.

BetaOffice does not normally deduct tax at source but may make deductions or request tax documentation where required by law.

Participants should obtain independent tax advice where necessary.

Referral rewards are intended to reward the introduction of genuine, independent new customers.

The following do not qualify unless BetaOffice expressly agrees otherwise in writing:

• self-referrals;
• a referral to another account controlled by the same participant;
• a company owned, controlled or beneficially owned by the participant;
• a company created, directed or operated primarily by or for the participant;
• duplicate subscriptions for substantially the same customer or business where the purpose is to generate an additional reward; or
• arrangements between connected persons primarily designed to generate referral rewards.

An accountant, adviser or partner may legitimately manage a client's BetaOffice account. However, management of the account alone does not establish that the client is an eligible independent referral.

BetaOffice may consider ownership, control, beneficial ownership, payment methods, addresses, directors, account behaviour and other relevant information when determining whether customers are genuinely independent.

The following are prohibited:

• duplicate or artificial accounts;
• fabricated or coordinated signups;
• accounts or subscriptions created primarily to obtain a referral reward;
• false, stolen, altered or misleading personal or business information;
• manipulation of cookies, referral attribution, payment systems or identity checks;
• using stolen, unauthorised or fraudulently obtained payment instruments;
• using card top-ups, refunds or other non-withdrawable credits as a method of obtaining cash;
• deliberate creation of chargeback, refund or payment cycles intended to obtain or retain referral rewards;
• offering unauthorised cashback or sharing BetaOffice referral rewards with customers as an incentive;
• spam, unsolicited bulk messaging or unlawful direct marketing;
• misleading, exaggerated or unsubstantiated claims about BetaOffice;
• impersonating BetaOffice or claiming to be employed by BetaOffice;
• registering domains, accounts or business names that misleadingly imitate BetaOffice;
• paid advertising using “BetaOffice” or confusingly similar brand terms without written permission;
• bidding on BetaOffice brand terms in search advertising without written permission;
• interfering with another participant's referral attribution; or
• activity that breaches applicable law, advertising rules or third-party platform requirements.

Participants must not promise that a customer will pass verification, receive a bank account, be accepted by Companies House or HMRC, be activated within a guaranteed period or achieve any particular legal, financial or business outcome.

Participants must clearly disclose their commercial relationship with BetaOffice when publishing promotional content containing a Referral Code.

The disclosure must be:

• prominent;
• easy to understand;
• visible before or at the point at which the referral link is presented; and
• appropriate for the platform and format being used.

Where appropriate, a clear label such as “Ad” or “Advertisement” should be used.

Participants are responsible for complying with applicable UK advertising, consumer-protection, direct-marketing and platform rules, including applicable CAP Code, CMA and ASA requirements.

BetaOffice may require promotional content to be corrected or removed where reasonably necessary.

Participants must handle personal information lawfully and in accordance with applicable data-protection and direct-marketing requirements.

A participant must not use the referral system to collect or send another person's identity documents, passwords, payment-card information or other sensitive credentials.

Where a partner manages a client account, the partner may handle information necessary for that authorised business relationship, but required identity verification must still be completed by the relevant individual through BetaOffice's designated verification process.

Participants must not sell, disclose or misuse information about referred or managed customers.

BetaOffice may monitor referral, Wallet and payment activity for fraud, abuse, security and compliance risks.

We may investigate, withhold, reject, reverse, cancel or claw back a reward where we reasonably believe that:

• a referral is fraudulent, artificial, duplicated or self-generated;
• the referred customer is not genuinely independent from the participant;
• a payment has been refunded, disputed, reversed or charged back;
• a payment method may be stolen, unauthorised or associated with fraud;
• a participant has attempted to convert non-withdrawable Wallet funds into cash;
• the participant has made misleading claims;
• these Terms have been breached;
• an error has resulted in an incorrect reward or Wallet credit;
• required verification or payout information has not been provided; or
• processing the reward or payout could breach legal, regulatory, sanctions, fraud-prevention or payment-provider requirements.

BetaOffice may keep a reward or payout on hold while an investigation is ongoing.

Where a reward has already been paid, BetaOffice may deduct the amount from future rewards, offset it against amounts otherwise payable or request repayment.

A negative referral or Wallet balance may be carried forward and offset against future rewards where necessary to correct a reversal, chargeback, erroneous credit or other amount owed under these Terms.

A payout request is not complete merely because a request has been submitted or a balance has been reserved or deducted from the dashboard.

Where a payout fails, is rejected or has an uncertain provider status, BetaOffice may keep the relevant amount on hold until it can confirm whether the external payment was made.

BetaOffice is not required to restore a payout amount to the withdrawable balance until it has reasonably confirmed that the corresponding external payment was not completed.

Where a duplicate or erroneous payout is made, the participant must promptly notify BetaOffice and repay any amount to which they were not entitled.

If a participant believes that a referral, reward or payout has been incorrectly rejected or adjusted, they may contact BetaOffice within 30 days of the relevant decision.

The participant should provide the referral date, relevant link or code and any other information reasonably required to investigate the issue.

BetaOffice will review the available tracking, payment and account records. The decision following that review will be final, except where applicable law provides otherwise.

Participation in the Program does not create:

• an employment relationship;
• a worker relationship;
• a legal partnership or joint venture;
• an agency relationship;
• a franchise; or
• authority to enter into obligations on behalf of BetaOffice.

Participants act as independent referrers or business partners and remain responsible for their own activities, expenses, taxes and legal compliance.

A participant must not represent that they can bind BetaOffice or make decisions on BetaOffice's behalf.

BetaOffice may change:

• reward amounts;
• validation and review procedures;
• payout thresholds;
• payout methods;
• eligibility requirements;
• tracking rules; or
• other Program features.

Changes will be published on this page, displayed in the dashboard or otherwise communicated to participants where appropriate.

Changes will not normally reduce a valid reward already confirmed before the effective date of the change, unless that reward is later found to have been fraudulent, duplicated, incorrectly credited, reversed or otherwise ineligible.

Continued participation after updated Terms take effect constitutes acceptance of those updated Terms.

Participants may stop using the Program at any time.

BetaOffice may suspend, restrict or terminate Program access where:

• these Terms have been breached;
• fraud, payment abuse or other misuse is suspected;
• promotional activity creates legal, regulatory, reputational, financial or security risk;
• required verification is not completed;
• the participant or account has been inactive for an extended period; or
• BetaOffice discontinues the Program.

Suspension may prevent new referrals, link creation, reward confirmation and payout requests while an investigation is ongoing.

On termination, valid confirmed withdrawable referral rewards may remain eligible for payout, subject to the £30 threshold, verification requirements, fraud review and these Terms.

Pending, fraudulent, disputed, incorrectly credited, reversed or otherwise ineligible rewards may be cancelled.

The Program, dashboard, Wallet and tracking systems are provided on an “as available” basis.

BetaOffice does not guarantee uninterrupted access, error-free referral tracking or continuous availability of any particular payout method or provider.

We may carry out maintenance, change providers, correct tracking or Wallet errors and make reasonable adjustments where data is incomplete or inaccurate.

Nothing in these Terms guarantees that participation will generate referrals or income.

To the fullest extent permitted by law, BetaOffice's total liability arising from the Program will not exceed the total referral rewards paid or payable to the participant during the 12 months preceding the event giving rise to the claim.

BetaOffice will not be liable for indirect or consequential loss, loss of opportunity, loss of anticipated income, loss of goodwill or loss arising from third-party platforms, referral tracking failures, banks or payment providers.

Nothing in these Terms excludes or limits liability where exclusion or limitation is prohibited by law, including liability for fraud, fraudulent misrepresentation, or death or personal injury caused by negligence.

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in effect.

A delay or failure by BetaOffice to enforce a provision does not waive the right to enforce it later.

Participants may not transfer their rights or obligations under these Terms without written permission from BetaOffice.

BetaOffice may transfer its rights and obligations as part of a restructuring, sale, transfer of business or transfer to an affiliated organisation.

These Terms constitute the agreement governing participation in the Program together with any partner-specific terms confirmed by BetaOffice in writing.

These Terms are governed by the laws of England and Wales.

The courts of England and Wales have exclusive jurisdiction over disputes arising from the Program, except where mandatory law gives a participant the right to bring proceedings elsewhere.

Questions about the Program, referrals or payouts may be sent to: