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Partner Program

Levels, Commissions and Benefits for COX Partners

Free membership. Your level only changes your commission percentage.

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The COX Partner Program is for the consultants, accounting and law firms and compliance advisers who bring obliged entities to COX. Membership is free. Each partner earns a recurring commission on what its clients pay, for as long as they keep paying, at the rate of its level: Learning, Ready, Silver or Gold. The level is reviewed every quarter over the last 12 months.

Four Levels

The level sets the commission percentage. Everything else in the program is the same for every partner.

Learning

Level 1
10%

recurring commission

Certified resources0
Minimum retention

Ready

Level 2
12%

recurring commission

Certified resources1
Minimum retention60%

Silver

Level 3
15%

recurring commission

Certified resources2
Minimum retention70%

Gold

Level 4
20%

recurring commission

Certified resources3
Minimum retention80%

What You Earn On

What you earn on
  • Credit recharge
    each time your client buys
  • Subscription period
    monthly, while it stays active
  • Annual plan
    once a year

For as long as the client keeps paying, at the rate of your level on the invoice date.

Activation bonus
  • First payment = double commission
    bonus capped at US$10 per new account
  • Gold example, a US$20 purchase
    US$4 + US$4 = US$8
  • Silver example, a US$50 purchase
    US$7.50 + US$7.50 = US$15

Paid only once, after 30 days with no refund or chargeback.

Never commissions
  • Courtesy or coupon credits
    nobody paid for them
  • Maintenance charges
    they already commissioned when bought
  • Taxes and refunds
    deducted from the base

Your professional services are 100% yours and do not go through COX.

Benefits by Level

Benefit Learning Ready Silver Gold
Training, certification and sales material
Partner portal: portfolio, commissions, coupons
Demo account
COX referrals in your territoryBased on capacityPriorityHigh priority
Distributors of your ownEvaluationYesYes
Territory: country or sectorEvaluationYesYes

Partner Commitments

Commitment Learning Ready Silver Gold
Webinars of your own2 / year4 / year6 / year8 / year
In-person events or talks1 / year2 / year4 / year6 / year
Content on social media or email1 / month2 / month3 / month4 / month
Annual marketing plan
Contact every sign-up within 3 days
Call after 90 days without a recharge
Register clients with your code or coupon

If a Review Is Not Met

Level requirements (certified resources, retention)
  • 1st review not met
    Grace quarter: same level and rate, 90-day plan
  • 2nd review in a row
    Down one level (never more than one), 30 days' notice
  • Met again
    Moves up again at that same review
Commitments (plan, activities, portfolio management)
  • 1st: Observation and 60-day plan
    2nd: Promotion blocked
  • 3rd: Down one level and referrals suspended
    4th: Territory and override under review
  • The ladder starts over
    with a review that is met

Commissions already accrued or settled, and the attribution of your clients, are never touched. Only the percentage going forward changes.

How Retention Is Counted

Your clients who are still active, divided by the clients you brought in over the last 12 months that have at least 90 days since their first payment. Active means a current plan, credits available or a purchase in the last 90 days. Example: 25 eligible, 19 active, retention 76%.

Your level is reviewed every quarter over the last 12 months. Moving up applies when you meet the requirements; moving down comes with 30 days' notice.

Frequently Asked Questions

No. Membership is free at every level. The level only changes the percentage of commission you earn on what your clients pay.

Your client types your partner code when signing up for COX, or uses one of your coupons. A client who signed up without your code can be assigned to you by COX, going forward.

No. In the partner portal you see your portfolio, how much each client buys, your commissions and your settlements. Whom your client evaluated is your client's data, not the sales channel's.

Nothing happens to what is already accrued or settled, and your clients stay yours. Only the percentage of the commissions that come after the change is different.

Every quarter, over the last 12 months. A level never goes down more than one step at a time, and a move down always comes with 30 days' notice.

Become a COX Partner

Tell us about your firm and the clients you advise, and we will walk you through the program.

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