AI Financial is offering a single Investment Award (as described below) to any qualifying new or existing AI Financial client who is a Canadian resident of age of majority in their province or territory by Feb 1, 2023. This offer begins on December 1, 2022 and ends on February 1, 2023.
Investment Award Details:
To qualify for the Investment Award, a client must:
a. If a client has account1 with AI Financial, a New Account is not a must.
2. Contribute or transfer into the New Account $5,000 or more in cash from another Canadian financial institution(s) to the new account(s) or existing (“Qualifying Assets”) by May 1, 2023, noting:
a. All clients must sign by no later than Feb 1, 2023 to participate in the promotion.
b. Qualifying Assets only accept Canadian Dollar.
c. Where a client opens multiple New Accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into the New Accounts.
d. For new RRSP and TFSA room, the assets settled before March 1, 2023 are considered eligible assets.
e. For transfer RRSP and TFSA, the assets settled before May 1, 2023 are considered eligible assets.
3. Accept Deferred Sales Charge(DSC) as sales charge.
For existing clients, the award for Qualifying Assets of:
For new clients (who have no account with AI Financial before promotion period), the award for Qualifying Assets of:
1Refers to the account opened in Insurance or Funds company under client’s name, managed by AI Financial.
Terms of Award Payment:
The e-gift card award will be sent to clients’ email one month after the Qualifying Assets settled.
The iPad and iPhone award will be sent to clients’ address two months after the Qualifying Assets settled.