Referral Program

Terms & Limitations

Last updated: 26th Apr 2023

To refer colleagues, friends or family under this program you must be a current client of The Phillips Group and remain in good standing on the same or higher Plan/service throughout the referral process.

  1. To make a referral under this program, simply ask your referral to mention your name at any point during the enrollment/onboarding process. Your referral must mention you by name at some point during the enrollment/onboarding process for you to receive credit.

  2. Referral credits will only be issued to one person per referral. If there is any doubt as to who the referring person was, The Phillips Group will, at its discretion, select the referring person who will receive the credit.

  3. Referral credits are granted on the account referred, regardless of the number of entities associated with the account. (e.g., If you refer one business with two partners, you will be issued at most one credit.)

  4. One credit will be issued after the referral has been an active, paying client in good standing for 3 months. A second, final credit will be issued after the referral has been an active, paying client in good standing for 12 months.

  5. Referral credits are issued as non-transferable credits to your account with The Phillips Group. You can receive account credits up to the actual amount you pay each year. Credits do not expire and can “roll over” from year to year, however, credits hold no cash value and are non-refundable.

  6. The Phillips Group may suspend, change, or cancel this program at any time, without notice. The Phillips Group reserves the right to suspend or terminate any client's participation in the Referral Program for confirmed or suspected fraud, abuse, misuse, harassment, or other inappropriate or suspicious activity.

Referring clients to The Phillips Group under this Referral Program constitutes acceptance of the terms and limitations stated herein, which may change from time to time without notice. As with all services by The Phillips Group, our Privacy Policy and Terms of Service apply.