To celebrate the launch of our latest portfolio offering, Syfe is offering management fee rebates to all eligible clients!
This promotion is available for both new and existing Syfe clients. To enjoy the fee rebates, simply enter the promo code, create and fund your Downside Protected Portfolio by 30th September 2024.
Eligibility:
- New and existing Syfe clients
- Clients who create a new Downside Protected portfolio and transfer fresh funds into the portfolio by 30th September 2024, 2359 SGT
- Promotion is capped at 1-time usage per client
- Promotion can only be applied to Downside Protected portfolio
- Promo code can be used in conjunction with another active promo code
Note: Promo code must be applied before topping up to be eligible
How It Works:
- Download the Syfe app and register for an account (if you are a new user)
- Create a new Downside Protected portfolio
- Tap on the menu icon in the bottom-right corner of the Home Screen
- Select “Redeem Promo” and enter the promo code
- Fund your Downside Protected portfolio
- Fee rebates will be credited at the start of every new month
General Terms and Conditions:
- All promotions by Syfe are subjected to a set of terms and conditions.
- By participating in this promotion, customers consent to Syfe’s collection and use of customers’ personal data and any disclosures of customers’ personal data by/to third parties for the purpose of this promotion and/or giveaway.
- Syfe reserves the right to amend terms and conditions including changing the reward benefits of the promotion, terminating the offer before the stated validity date, changing the details of the promotion or giveaway, or any other changes in order to protect the interests of the company or under circumstances of abuse.
- Eligible customers consent to Syfe’s collection and use of customer’s personal data and any disclosures of customer’s personal data by/to third parties for the purpose of this promotion or giveaway. Eligible customers agree to the terms and conditions of Syfe’s Privacy Policy, which can be found at https://www.syfe.com/privacy-policy.
Fee Rebates Terms and Conditions:
- This promotion may be used alongside other offers or promotions.
- The promotion applies only to fresh fund deposits.
- To be eligible for the fee rebates, clients must meet the Minimum Consolidated Fresh Funds Deposit as stated in the table above by 30 September 2024, 23:59 SGT.
- The fee rebate promotion requires the activation of a promo code. Clients will be entitled to fee rebates based on the deposits made to their portfolio.
- Fee rebates will start from the first day the deposit is made, for clients who meet the eligibility criteria by 30 September 2024. (September rebates will be credited after 30 September.)
- Syfe management fees will be rebated on a monthly basis and will be reflected in the client’s account by the 7th business day of the new month.
- To enjoy the full rebate, clients must remain invested in the portfolio throughout the fee rebate period. If the total fresh funds invested in Protected Portfolios drop below the client’s original qualifying tier, the fee rebates will end immediately.
- In the event that a client withdraws all funds from their Downside Protected portfolio, reducing the balance to S$0, the portfolio will become dormant and will immediately be disqualified from receiving any further fee rebates.
Definitions:
Minimum Consolidated Fresh Funds Deposit = New funds to Protected Portfolio – Withdrawal from Protected Portfolios – Transfer out from Protected Portfolios to other Managed Portfolios / Cash Management / Brokerage
