Ordinary Partner activity
A Partner may build a normal UW business without applying FundSaving to their own customer book.
FundSaving is optional, licensed and route-specific.
Ordinary downstream UW Partners are treated the same as all other Partners. FundSaving participation is not a condition of team inclusion, support or respect.
Partner comparison
| Use case | Independent UW Partner | Licensed FundSaving Partner |
|---|---|---|
| Use approved everwished bills team materials | Yes, subject to normal brand and UW compliance rules | Yes |
| Use normal UW Partner materials | Yes, subject to UW rules | Yes, subject to UW rules |
| Call themselves a FundSaving Partner | No | Yes, once approved and while the licence remains active |
| Use FundSaving logo, campaign pages or charity-linked claims | No | Yes, approved materials only |
| Be included in team meetings, training and support | Yes | Yes |
The boundary is the marketing route
FundSaving-generated leads
If a Partner uses FundSaving to generate leads, all customers generated through that route must follow the published FundSaving split.
Charity-originated leads
Charity-referred leads come to everwished bills unless a named Partner is licensed for that campaign and the customer knowingly chooses that route.
Wider offer stack
Licensed FundSaving Partners may gain approved materials and possible access to wider FundSaving product lines where approved.