The published program terms never tie credit to a name. They tie it to a company and to dated records: a verified application from the company is what triggers credit, which then goes to the first valid introduction of it as a new company inside the 90-day window, and attribution is decided from written introduction evidence, existing applications and preexisting relationships. A company that is already in review has applied. A rename after that point adds no introduction, no application and no second company. Whatever duplicate review concludes, it concludes about the same legal person.
The hard cases only look like renames: a merger into a sister company, or a business moved into a new entity. Those change who holds the records, and SourceX decides their credit consequences in review.
What carries across a mid-review rename, and what has to be matched
| Item | After a name-only change | Basis |
|---|---|---|
| The legal person | Same entity, same registration number | Public registry entry |
| Rights and obligations | Unaffected by the change of name in the UK; other countries apply their own company statutes | Companies Act 2006, section 81 |
| U.S. tax identity | The name change is reported to the IRS; a new EIN is needed only in some situations | IRS business name change page |
| The introduction and its date | Unchanged; the 90 days run from the recorded introduction | Terms section 2; partner agreement Schedule A |
| The first-transaction floor and Repeat Window | The USD 50,000 floor applies once per company and does not repeat on a renewal; further qualifying transactions within 12 months pay 15%, with no cap | Terms section 4 |
| Company name and domain in SourceX's records | Change, so old and new must be linked | Partner agreement section 3.3 |
| Who authorizes the licensing discussion | The CEO, or a new CEO if control changed along with the name | SourceX program rule |
Under the UK statute a change of name takes effect on the date the new certificate of incorporation is issued, and it does not affect the company's rights or obligations or invalidate proceedings by or against it. That is the legal basis for treating the renamed company as the one you introduced. In the U.S. the IRS asks a corporation to report a name change on its return or in writing, and notes that some name changes come with a new EIN or a final return. When that happens, the rename was not only a rename; treat it as one of the harder cases below.
Put the rename on the review's own timeline
Date a rename from the registry, not the launch announcement, and keep the order visible: what happened before the application and what happened after.
| Event | Date to record | Why it matters |
|---|---|---|
| Your introduction | The date in your referral record | Starts the 90-day window |
| Verified application | The date SourceX shows or your contact confirms | The credit event under section 2 |
| Decision to rename | The date the CEO tells you, without asking for minutes | Explains why names will diverge |
| Registry effective date | The date on the public registry entry | The first day the new name is the legal name |
| Domain and email switch | The first message you see from the new domain | When SourceX's records start showing a different domain |
| Public notice | A link to an announcement naming both names | Independent proof that both names are one company |
A rename between your introduction and the application is a different problem, covered by the rebrand evidence worksheet. A rename during review leaves the credit event intact but scatters the company's identity across two names and two domains inside one open file.
The entity continuity evidence log
The log is nine lines, kept per company, built only from your own records, public registries and what the CEO tells you. The last column says who can settle each line, so nobody mistakes a partner's note for a decision.
| Line | What you record | Where it comes from | Who settles it |
|---|---|---|---|
| 1. Introduced as | Legal name, domain and date exactly as your record shows them | Your referral record | Your record |
| 2. Applied as | Name on the verified application and its date | SourceX status or your contact | SourceX's record |
| 3. Now called | New legal name and the registry effective date | Public registry | Registry |
| 4. Fixed identifier | The company number, state file number or LEI that did not change | Public registry | Registry |
| 5. Change type | Name only, merger, new entity, or parent only | Registry entry and public notice | You classify; SourceX confirms |
| 6. Domains | Old and new web and email domains | Company website and correspondence | Your record |
| 7. CEO's line | One sentence from the CEO that this is the same company and the review should continue | Email from the CEO | Your record |
| 8. Group context | Parent and sister companies, and any earlier contact with SourceX you know of | Public records and the CEO | SourceX, in duplicate review |
| 9. Sent to SourceX | Date, reference code and the lines you sent | Your sent mail | Your record |
Never put board minutes, incorporation papers beyond the public registry entry, tax identification numbers, contracts, bank details or any of the records the company might license into the log. The partner agreement gives partners no authority to share a supplier's records, and the legal entity lookup guide shows how to fill lines 3 and 4 from public sources alone.
Four rename timelines and the clause that settles each (Illustrative)
Illustrative. Generic companies, invented dates, no outcome implied.
Case A: name only, UK company. A 190-person claims handler is introduced on day 0 and submits a verified application on day 30. On day 75 the registry issues its new certificate of incorporation; the company number does not change. The review continues on day 120 under the new name. Settled by terms section 2, which credits the company, and section 81 of the Companies Act, which keeps it the same company. Action: send lines 1 to 7 of the log once the registry shows the new name.
Case B: name and domain, U.S. corporation. A 260-person home-health billing company renames on day 55 and moves its email to a new domain on day 60. SourceX's file now holds an application from one domain and correspondence from another. The partner agreement requires introduction records to identify the company and its domain, so line 6 carries the weight. Settled by section 3.3 of the agreement and terms section 2. If the company also received a new EIN, treat it as Case C or D instead.
Case C: merger during review. A 140-person subsidiary in review merges on day 90 into its 400-person sister company, which survives under its own name; both are Delaware corporations. Under Delaware's merger statute, the merged company's rights and property vest in the survivor, so the records and the right to license them now sit with a different legal person whose CEO decides. Whether credit carries to the survivor, particularly if the sister had its own earlier contact with SourceX or another partner introduced it, is not settled in the terms; SourceX decides it in duplicate review. What is settled: a parent and its subsidiaries count as one referred company, so the USD 50,000 floor applies once across them.
Case D: parent renamed, operating company untouched. A holding company renames itself after its best-known brand. The operating company that employs the staff and holds the records keeps its legal name and number. Your introduction named the operating company, so nothing needs matching beyond a note on line 8. The group attribution guide covers groups introduced in pieces.
One company across both names (Illustrative)
A rename splits the paperwork, not the arithmetic. In this Illustrative case SourceX pays the company's first qualifying transaction in two installments, one before the rename and one after, then a renewal. The reward on the first qualifying transaction is the greater of $50,000 plus 5% and 15% of Actual Supplier Payout, with no cap; the renewal, first agreed within 12 months of the first Closing, pays 15% of its own Actual Supplier Payout.
| Event (Illustrative) | Name on the paperwork | Cumulative Actual Supplier Payout | Cumulative reward | Added this time |
|---|---|---|---|---|
| First installment | Old name | $160,000 | $58,000 | $58,000 |
| Second installment | New name | $440,000 | $72,000 | $14,000 |
| Renewal (Repeat Window) | New name | $560,000 | $90,000 | $18,000 |
On the first transaction's $440,000, USD 50,000 plus 5% ($72,000) beats 15% ($66,000): the USD 50,000 element arrives with the first installment that meets every condition and the 5% element follows each payment. The renewal's $120,000 pays 15% ($18,000) with no floor, because the floor applies once per referred company. Had the rename been treated as a new company, the renewal would appear to earn a second floor, which is exactly the misreading the continuity log prevents.
Fit and authority after the rename
A new name changes none of the fit tests. Under either name the company still needs to have peaked at 50+ full-time employees, contractors excluded, and still needs an operating history it can document, rights to license its records and a CEO who authorizes the discussion. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 70% of the data is in English.
Authority is the exception worth watching. A rename that arrives with a change of control, a sale or a merger may bring a new CEO, and the CEO of the company that now holds the records decides whether the discussion continues. What stays unknown until SourceX finishes its review: whether the records match current demand, whether customer contracts limit reuse, and, in Cases C and D, which entity holds the rights. If the company was acquired outright, read whether referral credit survives an acquisition and the guide to entity rationalization after acquisitions.
The smallest message that lets SourceX match the names
SourceX keeps the records it needs to explain an attribution decision, and partners see their own referral through stages or reference codes. Your job is to make matching easy, not to argue a case nobody has opened. When the registry shows the new name, send one short message:
- The reference code or the name your record shows.
- Old legal name, new legal name and the registry effective date, with the registry link.
- The fixed identifier from line 4.
- Old and new domains.
- The CEO's one-line confirmation, quoted.
Hold lines 8 and 9 unless SourceX asks. If your portal later shows a status you cannot reconcile with the log, the partner agreement lets you request an explanation or dispute a decision by writing to hello@sourcex.si with your evidence. If another partner's introduction is involved, see what happens when two partners introduce the same company.
Where a continuity log runs out
- It proves identity, not priority. The log shows two names are one company. It does not show that yours was the first valid introduction; duplicate review decides that from dated records.
- It cannot settle Cases C and D on credit. Mergers, new entities and a parent's or sister company's earlier contact with SourceX are decided by SourceX in duplicate review. Do not tell anyone a rule the terms do not state.
- It cannot see supplier paperwork. SourceX need not show partners supplier or Acquisition Partner contracts, so which name appears on the company's licensing documents is not yours to check.
- It does not reopen a closed window. If the application landed after day 90, a rename changes nothing about that.
Next step
Refer a company. No cap on rewards. Default reward on a company's first qualifying transaction: the greater of $50,000 plus 5% and 15% of Actual Supplier Payout, with no cap; further qualifying transactions first agreed within 12 months of the first Closing pay 15%. Eligibility and payment conditions apply, including the USD 100,000 Minimum Transaction, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
If a company in your network is about to rename, introduce it under its current legal name with its domain in the record: register for a partner link, confirm the company against who qualifies and keep the program terms open while you build its continuity log.