🔒 PROTOTYPE DEMO · Module 05 · Introducer record — try the Introduced clients tab and the Add link picker.
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Aldgate Partners

Active
Cayman Islands 3 introduced clients Introducer since 04 Jan 2026
Essentials
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Note
June 2026
Email · Introduction — Meridian Funds SPC
Jun 9, 2026 · 9:14 AM
Eleanor Whitfield <e.whitfield@aldgatepartners.ky> → Andy Yu
Hi Andy — introducing Meridian Funds SPC, a Cayman segregated portfolio company looking for ongoing compliance support ahead of a Q3 launch. I've copied their COO. Happy for you to take it from here; usual commission terms apply on first-year fees. Best, Eleanor.
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Meeting · Quarterly referral review
Jun 6, 2026 · 10:00 AM
45 min · Andy Yu, Lawrence Tan + 2 Aldgate Partners staff
Reviewed the three live introductions and the Q2 commission run. 2 decisions taken, 4 action items — all closed. View minutes →
Call · Commission schedule logged via Assistant
Jun 3, 2026 · 4:30 PM
Confirmed the Q2 commission run with Eleanor by phone — 15% of first-year fees on all three introductions. Follow-up reminder set for 17 Jun.
Note
Jun 2, 2026 · 11:20 AM
Q2 commission statement issued — covers Sterling Capital and Harbour Trust. Meridian invoices from Q3.
Andy Yu created this introducer record · commission agreement signed
Jan 4, 2026 · 2:05 PM
Introducer Details
Identity
Legal name
Aldgate Partners
Country
Cayman Islands
Company number
CI-418772
Registered address
PO Box 1284, Grand Cayman KY1-1108
Lifecycle
Active
Introducer since
04 Jan 2026 · 5 months
Commission
Commission %
15% of first-year fees
About
click to edit

Cayman-based corporate services firm that refers CFD and fund clients to JY Global. Introductions are commission-bearing on first-year fees; the firm holds no mandate to act and is not itself an engagement client. Primary contact Eleanor Whitfield.

Files dropped into Ask AI land here under Unfiled. Files attached to a key date stay on that key date and are read-only here. Restricted files are stored and downloadable by staff, but are never parsed, indexed or readable by the assistant — and every download is logged.
2 contacts
EW
Eleanor Whitfield Director
e.whitfield@aldgatepartners.ky · +1 345 5xx xxxx · GMT-5
MB
Marcus Bell Business development
m.bell@aldgatepartners.ky · +1 345 5xx xxxx · GMT-5
3 introduced clients
SC
Sterling Capital Ltd Client
Cayman · linked 12 Mar 2026
HT
Harbour Trust Company Client
Cayman · linked 28 Jan 2026
MF
Meridian Funds SPC Client
Cayman · linked 09 Jun 2026
AI brief

Three live introductions, all active CRM · Aldgate Partners. Newest is Meridian Funds SPC, introduced 9 Jun and now in onboarding Activity · 9 Jun. Q2 commission statement issued 2 Jun at 15% of first-year fees CRM · Files.

Generated 07:02 · from approved registry facts + linked work
Introduced clients
Sterling Capital Ltd12 Mar
Harbour Trust Company28 Jan
Meridian Funds SPC09 Jun
The same links appear on each client as Introduced by — one relationship, visible from both ends
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Aldgate Partners
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