Syfe Affiliated Partners | Welcome Promotion


Start your investment journey with Syfe today and enjoy up to 12 months of fee waivers and $200 cash credits when you apply the promo code from our affiliated partners.

Note:
‘Minimum First Deposit’ refers to the initial lump sum deposit made by a customer into their account. To qualify for rewards, the deposit must be made in a single transaction; subsequent deposits will not count toward the first deposit.
– To receive both fee waivers and cash credits, clients must make a minimum first deposit of S$2,000 separately for Managed Portfolios or Cash Management, and Brokerage.
– Fee waivers apply only to the first S$50,000 invested.

How to Redeem Your Rewards

  1. Download the Syfe app: [ios link] | [andriod link].
  2. Register for an account and complete the Know-Your-Customer (KYC) steps.
  3. Create a new portfolio.
  4. On the Homepage, tap the menu icon in the bottom-right corner.
  5. Select “Redeem Promo” and enter your affiliate promo code.
  6. Tap “Apply” to confirm.
  7. Make the minimum lump-sum deposit.
  8. Your rewards will be processed within 2-3 working days.

Promotion Eligibility

New-to-Syfe clients who have never opened an account and/or deposited funds before.


Terms & Conditions

The Syfe Affiliate Welcome Promotion (“Promotion”) is organised by Syfe Pte. Ltd. (“Syfe”). By participating in this Promotion, your corporation agrees to be bound by these Terms and Conditions, as well as the terms outlined in the client’s customer agreement, and to accept Syfe’s decisions regarding all matters related to the Promotion.

Eligibility:
To be eligible for the Promotion, the person must:

  • be a new-to-Syfe client, defined as either:
    (a) a client who has not yet registered for a Syfe account, or
    (b) a client who has registered but has not yet funded their account, and
  • meet the requirements set out below.


Qualifying Action:
To participate in the Promotion, eligible clients must:
(i) register for a Syfe account and complete the know-your-customer (KYC) process, then
(ii) register for the Promotion via applying the affiliate promo code, then
(iii) initiate a lump-sum deposit of S$2,000 or more into their portfolio of choice (“Qualifying Action”).

Please note that the ability to benefit from the promotion is contingent upon successful account opening and know-your-customer (KYC) process completion with Syfe. Clients must apply the promo code only after the know-your-customer (KYC) process has been completed. This Promotion cannot be used in conjunction with any other promotional offer, unless specified herein.

Qualifying Period:
Unless otherwise specified, new-to-Syfe clients have 30 days after the promo code application to meet the minimum lump-sum funding requirement to be eligible for the reward(s).

Grace Period:
Clients who have already funded their account but forgot to apply the promo code can request to have it applied by submitting a request to our customer service team at [email protected] within 14 calendar days from their initial funding date.

Promo Stackability:
This promotion cannot be combined with any other promotional codes unless explicitly stated otherwise.

Fee Waivers:
Fee waivers will take effect within 2-3 working days after the minimum required funds have been processed. Any funds invested before this will incur management fees. During the fee waiver period, all funds invested will be exempt from management fees, up to the specified cap of S$50,000. Any amount exceeding this cap will be subject to Syfe’s standard management fees.

To qualify for the fee waiver under this promotion, all newly deposited funds must remain invested for the entire fee waiver period. Any withdrawal or internal transfer of funds during this period, which results in the portfolio value falling below the initial deposit amount, will lead to an immediate suspension of the fee waiver. Additionally, any previously granted fee waivers will be revoked and clawed back.

Cash Credits:
Cash credits rewards are non-withdrawable and can only be used towards buying US securities within the platform. Cash credits are not transferable to Syfe Managed Portfolios, nor can ‘fees waived’ from Managed Portfolios can be transferred into Brokerage. The system would process the cash credits within 7 working days post-requirement completion. Please note that cash credits are credited in USD and will be subjected to FX fluctuations.

To qualify for the cash credits, all newly deposited funds must remain invested for 30 calendar days. Any withdrawal or internal transfer of funds during this period that causes the value to fall below the minimum deposit amount will result in the clawback of rewards.

Currency:
All currencies shown in these terms and conditions are in Singapore dollars.

Collection of Information:
By providing your information for this Promotion, clients understand and agree that Syfe will collect and use their personal information for the purpose of this Promotion, other marketing communications, as well as in accordance with Syfe’s Privacy Policy, available here. You may opt out of marketing communication at any time. Any questions regarding Syfe’s Privacy Policy or treatment of your personal information should be directed to [email protected].

Reservation of Rights:
Syfe reserves the right to amend, withdraw, or restrict the promotion at any time without notice. Syfe is the sole arbiter of these rules and any other issue arising under the promotion. If Syfe suspects fraudulent or abusive behaviour, gaming of the system, inappropriate, offensive, or derogatory language or information, or a violation of these terms, Syfe reserves the right to remove all promotions and take any other action it deems appropriate including, but not limited to, removing the Reward retail value from the client(s) account) or closing the client(s) account.

General:
In the event of any inconsistency between these Terms and Conditions and any advertising, promotional, publicity, and other materials relating to or in connection with this promotion, these Terms and Conditions shall prevail.

No content herein shall be considered an offer, solicitation, or recommendation for the purchase or sale of securities, futures, or other investment products. All types of investments are risky and investors may suffer losses. All information and data on the website are for reference only. Past performance does not guarantee future results. This promotion does not take into account your investment objectives, financial situation, or financial needs.

Disclaimers:
This content is intended solely to provide general information only and should not be viewed as financial advice, and also not meant to market any specific investment or offer or recommend the purchase or sale of any specific investment product or security. Syfe makes no representations and gives no warranties about the accuracy or suitability of any information provided. All forms of investments carry risks, including the risk of losing all of the invested amount. You should carefully consider whether any investment views and products/ services are appropriate in view of your personal investment experience, objectives, financial resources, and relevant circumstances. You may wish to seek financial advice through a financial advisor or the Syfe platform and independent legal, accounting, regulatory, or tax advice, where appropriate and/or necessary.

This content is directed at and restricted (as applicable and as appropriate) to individuals resident in or entities having a place of business or operations in Singapore. Syfe makes no representation that the material and information contained herein are appropriate or available for use in other locations/ jurisdictions.

No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of you acting based on this information.

Syfe Pte Ltd. is a digital investment platform licensed by the Monetary Authority of Singapore. Full disclaimers and terms & conditions are available at www.syfe.com.