JBH Financial Referral Program Terms & Conditions
Eligibility
The JBH Financial Referral Program is open to all existing clients of JBH Financials who are in good standing with the company.
Referral Reward
Referrers may earn a reward of $50 for each successful referral. Reward eligibility is based on the referred client’s selected service package and final payment status, as determined by JBH Financial.
Referral Process
Participants must share their unique referral link or code provided by JBH Financials. The referred individual must use the referral link or code at the time of signing up for services with JBH Financial in order for the referral to be properly tracked.
Qualifying Referral
A referral is considered successful when the referred individual becomes a paying client of JBH Financials and either:
Pays upfront for services, or
Has their tax return funded and all applicable fees have been collected.
Reward Distribution
Referral rewards are issued on the 15th of the month following client funding. Payments will be distributed via ACH (direct deposit) or Zelle.
Limits
There is no limit to the number of referrals a participant may submit. However, JBH Financial reserves the right to cap rewards or adjust payouts at its discretion.
Program Modification or Termination
JBH Financial reserves the right to modify, suspend, or terminate the Referral Program at any time without prior notice. Any changes will take effect immediately upon being posted on the company’s website or communicated through official channels.
Fraudulent Activity
Any fraudulent behavior, abuse, or attempts to manipulate the referral system will result in immediate disqualification from the program and may lead to legal action.
Agreement
Participation in the Referral Program constitutes acceptance of these terms and conditions.
Updates
These terms and conditions are subject to change at any time at the discretion of JBH Financial, without prior notice.
