What is the Origin Incentive Referral Program and how does it work?
With the Origin Incentive Referral program, if you invest in the Origin IncomePlus Fund or QOZ Fund and refer another investor, we will consider your investment amounts in aggregate so that you’re potentially able to reduce a one-time upfront administrative fee such that the person you refer and you will both benefit.
The administrative fee-break thresholds are:
| Aggregate Commitment | Fee |
|---|---|
| $100,000 – $249,999 | 2.0% |
| $250,000 – $999,999 | 1.0% |
| $1,000,000 – $4,999,999 | 0.5% |
| $5,000,000 or more | 0.0% |
For example, if you invest $200,000 in the Fund, then your investment would be subject to the 2% admin fee rate. However, if you refer an investor who invests $100,000, then your aggregate investment amount would be treated as a $300,00 investment and you’d both receive the 1.0% fee.
The investments don’t have to be made at the same time period either. We will credit your administrative fee back at any time in the future when you do refer someone.