How Aurelle is paid, and what payment does not buy
Professionals pay Aurelle. People who read or ask for an Introduction pay nothing. That is a conflict of interest, and this page says how Aurelle limits it.
Who pays whom
| Who | Pays for | Amount |
|---|---|---|
| People who read, use a calculator or take the Diagnostic | Nothing. | CAD 0 |
| People who ask for an Introduction | Nothing to Aurelle. You pay a professional their own fee if you hire them. | CAD 0 to Aurelle |
| Professionals who hold a seat | A yearly seat fee, charged only after the election or re-election it covers. | CAD 2,400 a year; CAD 1,200 the first year for founding seats; CAD 3,600 for a recruiter's seat |
| Professionals, for each Introduction | A flat fee, only where the professional's own rules allow it. The fee does not depend on assets, fees or what the client later buys. | CAD 300 |
| Firms that buy Bureau | A weekly show under the firm's name, with a compliance pack. Sold only to firms that hold a seat. | Launch Pack CAD 950; retainer CAD 1,100 to 4,000 a month |
| Students and trainees who buy a Handbook | A course for one profession, once Handbooks exist. | CAD 399 to 499 each |
| Sponsors | A named, labelled slot. Not yet sold; none is named on any Aurelle site. | Not yet priced |
What a seat fee pays for
- Your profile on the roll, with the date of every check.
- The re-checks before each re-election.
- The seat card for your own site and email signature.
- Running the complaints and appeals process.
What it does not pay for
- An election. The fee is invoiced after the election is decided, so it is not a payment for one.
- A higher place on the roll. The roll is ordered by seat number.
- A change to a review, a criterion or a score.
- The order or the number of names in an Introduction.
- A look at anyone else's application.
The conflict, plainly
A professional who pays has a reason to want to stay on the roll, and Aurelle has a reason to want them to pay. Both are true, so Aurelle limits what payment can touch.
- Reviewers sit on Aurelle Standards, hold no seat and take no money from a seat holder or a sponsor.
- A reviewer with a tie to an applicant takes no part in that decision.
- Every decision is in writing, with reasons, and is counted in the yearly Index.
- Aurelle sells no financial products and takes no share of what a client pays a professional.
The full text is the conflict-of-interest policy.
What is not sold
- No sponsor is named on any Aurelle site. If one is ever sold, the slot is labelled and the sponsor is named in the Index.
- No affiliate links. Aurelle earns nothing when someone opens an account or clicks a link.
- No data sales. An application is used to decide the application.
Which professions pay per Introduction
Some professions' own rules limit or forbid paying for a referral. Aurelle charges the per-Introduction fee to a profession only after counsel has confirmed that its rules allow it. Until then a seat holder pays the seat fee and nothing more.
| Profession | Seat fee | Per-Introduction fee |
|---|---|---|
| Financial planners | CAD 2,400 a year | Not charged yet. Pending a check of the profession's rules. |
| Accountants | CAD 2,400 a year | Not charged yet. Pending a check of the profession's rules. |
| Lawyers | CAD 2,400 a year | Not charged. None will be charged until counsel confirms the profession's rules allow it. |
| Investment advisers and portfolio managers | CAD 2,400 a year | Not charged. Securities rules require a written referral agreement and disclosure to the client, so no fee is charged until counsel has cleared the arrangement. |
| Mortgage professionals and lenders | CAD 2,400 a year | Not charged. Rules on paying for referrals differ by province and state, and the US rules on settlement services are strict, so no fee is charged until counsel has cleared it. |
| Insurance advisors | CAD 2,400 a year | Not charged yet. Pending a check of the profession's rules. |
| Recruiters | CAD 3,600 a year | Not applicable. Introductions are for people who need money advice, so recruiters are not named in them. |
| Other professions | CAD 2,400 a year | Not charged until counsel has cleared it. |
A row changes to "Charged" only after the check, and the change is dated in the corrections log. Until it does, the professional pays a seat fee and nothing more. Report a mistake on this page.