Syfe Referral Program

What is Syfe Referral Program?

As a Syfe client, you can now invite your friends to join Syfe. They get to try Syfe for free, and you get up to a $100 cash bonus.

How it works:

  1. Share your personal referral code with a friend. Your referral code can be found in the account settings of your Syfe dashboard. 
  2. Get your friend to sign up with Syfe using your referral code. See how you can apply a referral code here.
  3. Once your friend makes a successful first deposit with Syfe, your bonus will be credited to your account
  4. Your friend’s fee waiver will be applied automatically on their account for the duration and terms stated in the program

Reward:

Both you and your friend are entitled to receive benefits from this program if your friend signs up with an investment portfolio! The reward bonus is dependent on the amount of your friend’s first deposit with Syfe.

For Investment Portfolios (REIT+, Equity100, Global ARI or Core)

If your friend creates a Cash+ account, you will receive a fixed reward. Given that there are no management fees charged on Syfe Cash+ account, your friend would still be entitled for the fee waiver if they choose to open an investment portfolio later on.

For Cash+ Account

There’s no limit to how many friends you can refer. You will be credited for each eligible friend you refer. All rewards and benefits are strictly non-transferable. 

To participate, Clients must agree to these terms, which become part of Syfe’s Terms & Conditions.

Eligibility:

You (Client)

  • Has to be an existing Syfe client with a funded account
  • Maintains a minimum portfolio balance of $500 at the time of the referral

Your friend (Referred Client)

  • Has to be new customer who’s never signed up with Syfe
  • Must not use any other promo codes to stack at sign up. A referred client can only be referred once 
  • Must meet the minimum deposit requirement for the Client to be eligible for referral reward

Please note that once a client enters a valid referral or promo code, they will not be able to change it to another referral or promo code of their choice.

All Syfe employees are not eligible for this program.

Referral Program Terms

  • Referrals should only be used for personal and non-commercial purposes, unless approved by Syfe. Referral codes should not be published or distributed on commercial websites (such as coupon websites, Reddit, or Wikipedia) or on blogs, unless authorised by Syfe. Clients are prohibited from “spamming” anyone with referral invitations. This includes mass emailing, texting or messaging people you do not know or using automated systems or bots through any channel to distribute your referral code. Clients are prohibited from paying to advertise their referral codes.
  • Syfe reserves the right to any remedy, including cancellation of your account or reservations, if fraud, tampering, violations of these terms or Syfe’s Terms & Conditions, or if technical errors are suspected.
  • Syfe reserves the right to suspend accounts or remove the Incentives if we notice any activity that we believe is abusive, fraudulent, or in violation of the Syfe’s Terms & Conditions. Syfe also has the right to review and investigate all referral activities and to suspend accounts or modify referrals in our absolute sole discretion as deemed fair and appropriate.
  • In the event of full account withdrawals or termination initiated by the client, the reward incentives would not be transferable unless the Client has remained a minimum of S$500 in the account for a consecutive period of 90 days since the reward incentive has been applied
  • In the event of the Referred Client having missed the promo code field at signup, they have up to 14 days to enter the referral code directly through the “Account Settings” tab of their Syfe dashboard. Requests to tag any referral codes to a Syfe account 14 days after account creation will not be accepted.
  • In the event of when a Referred Client funds both an Investment Portfolio and Cash+ Portfolio, the Referral Incentives will be treated as follows:
    • If a Referred Client opens and funds a Syfe Core or Global ARI or Equity100 or REIT+ portfolio, and a Syfe Cash+ portfolio on the same business day, the referral incentive will be based on the last portfolio that was funded. I.e. if a Referred Client funds a Global ARI portfolio first and a Cash+ portfolio later on the same business day, the referral incentive for Syfe Cash+ will apply. The Client will receive $10 while the Referred Client will enjoy no Syfe management fees according to the terms and duration of the promotion.
    • If a Referred Client opens and funds a Syfe Global ARI or Equity100 or REIT+ portfolio, and a Syfe Cash+ portfolio on different days, the referral incentive will be based on the first deposit made. I.e. if a Referred Client funds a Global ARI portfolio on Day 1 and a Cash+ portfolio on Day 3, the referral incentive for the Syfe Global ARI portfolio will apply for the Client while the Referred Client enjoys no Syfe management fees according to the terms and duration of the promotion.

Other Terms and Conditions

  • All promotions and offers by Syfe are subjected to a set of terms and conditions
  • Syfe reserves the right to amend terms and conditions including changing the reward benefits of the promotion or offer, terminating the offer before stated validity date, changing the details of the promotion or offer or any other changes in order to protect the interests of the company or under circumstances of abuse.
  • Promo codes issued by Syfe are not valid for use together with promotions or offers. The promotion codes are strictly unstackable
  • 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. Eligible customers agree to the terms and conditions of Syfe’s Privacy Policy, which can be found at https://www.syfe.com/privacy-policy.

Disclaimer:

This material is provided to you for general information purpose only and does not constitute a recommendation, an offer or solicitation to purchase or sell the product mentioned. It does not make any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, 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.