Ask Elliott #14: Disclose a Referral Fee?

Elliott will answer any questions that you may have about the laws, rules or code of ethics. He never will divulge specifics of your name or company. Some questions will be posted here. Email your questions to askelliott@caplanschool.com.

A storage company stopped in this past week with a referral program for every client that we refer them they will send us $25. Seems like we would need to disclose that to the referral?

We are participating in a community day soon. What are the restrictions around raffles or giveaways? In that setting can we raffle off prizes? JB

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