Corporate Partner Page
Checkers Retirement Referral Workspace.
A private relationship page for Checkers retirement, provident fund and pension fund referral opportunities. Current starter partner: Chantel Lewis.
Partner Role
Identify staff who are retiring, exiting, retrenched or in need of pension/provident fund guidance. Confirm consent first, then submit the lead through the partner dashboard.
No ID documents, payslips or fund statements should be uploaded through this starter page. The adviser/admin process can request those later from the client directly.
Current Partner
Chantel Lewis
HR / Referral Partner
Email: Chantel.lewis1314@gmail.com
Phone: 061 402 3102
What the Dashboard Will Show
LeadsSubmitted
StatusProgress
CommissionDue/Paid
FeedbackUpdates