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Tangerine Existing Investment Client Offer Terms & Conditions

General:

  1. This Existing Investments Client Offer (“Offer”) is only available to existing Tangerine Investment Funds Limited (“Tangerine Investments”) Clients who: (1) receive the Offer directly from Tangerine Investments; and/or (2) receive a notification that they are eligible to participate in the Offer when they log in on the Tangerine Investments website (“Eligible Clients”).

  2. Tangerine Investments will pay you a Bonus as outlined in the table below (the “Bonus”) on all new purchases or sheltered transfers (“Contributions”) between June 5, 2018 and July 31, 2018 (the “Bonus Period”) to an Eligible Account at Tangerine Investments, up to a maximum Bonus amount of $150. Contributions must remain invested in the Eligible Account until September 15, 2018 to be eligible for the Bonus.

Transfer Amount Bonus Transfer Amount Bonus
$0.00-$999.99 $0 $8000.00-$8999.99 $80
$1000.00-$1999.99 $10 $9000.00-$9999.99 $90
$2000.00-$2999.99 $20 $10000.00-$10999.99 $100
$3000.00-$3999.99 $30 $11000.00-$11999.99 $110
$4000.00-$4999.99 $40 $12000.00-$12999.99 $120
$5000.00-$5999.99 $50 $13000.00-$13999.99 $130
$6000.00-$6999.99 $60 $14000.00-$14999.99 $140
$7000.00-$7999.99 $70 $15000.00+ $150

  1. Eligible Accounts are: a Tangerine Investment Fund Account (“Non-Registered Account”), Tangerine Tax-Free Investment Fund Account (“TFSA Account”), Tangerine RSP Investment Fund Account (“RSP Account”) and Tangerine RIF Investment Fund Account (“RIF Account”). Locked-In Accounts are not eligible for the Bonus.

  2. RSP/TFSA/RIF transfer request forms from another financial institution must be received by July 31, 2018. For RSP/TFSA/RIF transfers, the other financial institution must deliver the transferred funds to Tangerine Investments by September 12, 2018. If the funds are not delivered to Tangerine Investments within that period, the Bonus will not be paid. Please note that transferring a portion or all of your RSP, TFSA or RIF funds from another financial institution to Tangerine Investments may result in your current financial institution charging you a fee.

  3. The Bonus will be deposited directly to your Eligible Account by September 30, 2018 as additional units of the Tangerine Investment Fund you own. The Eligible Account must remain open until that day to receive the Bonus.

  4. If you make Contributions across multiple Eligible Accounts during the Bonus Period, we’ll pay the Bonus to you in the following order of priority:


    1. First, to your Non-Registered Account(s); if any

    2. Second, to your TFSA Account(s); if any

    3. Third, to your RSP Account(s); if any

    4. Fourth, to your RIF Account(s)


    If you contribute to more than one of the same type of Eligible Account, the Bonus will be paid to the Eligible Account with the lower Account Number.

  5. Contributions to new Eligible Accounts that are opened during the Bonus Period are eligible for the Bonus, as long as the Account holder was a Client of Tangerine Investments on June 5, 2018.

  6. All Bonus payments to TFSA, RSP or RIF Accounts will be considered sheltered transfers and will not impact Client contribution limits. All Canada Revenue Agency contributions rules apply.


Limitations

  1. If Tangerine Investments is unable to run the Offer as planned for any reason, including infection by computer virus, bugs, tampering, unauthorized intervention, fraud, technical failures, or any other causes beyond the reasonable control of Tangerine Investments which corrupt or affect the administration, security or proper conduct of this Offer, Tangerine Investments reserves the right at its sole discretion to, without advance notice, terminate or suspend the Offer, in whole or in part, or modify it in any way, which may result in no Bonus being paid to you.

  2. Limit one Offer per Client. Maximum Bonus amount is $150 per Client.

  3. Tangerine Investments reserves the right at its absolute discretion to vary, delete or add to any of these Terms and Conditions from time to time without prior notice. In the event of conflict, these Terms and Conditions will prevail over any of the contents of any brochure or other promotional materials advertising this Offer.

  4. Tangerine Investments reserves the right to withdraw the Offer in whole or in part, or to vary any of the Terms and Conditions herein at any time and from time to time without notice at its absolute discretion. Tangerine Investments reserves the right to end the Offer earlier or to extend the Bonus Period further at its absolute discretion.

  5. Tangerine Investments reserves the right, at its sole discretion, to suspend, disqualify, limit or revoke this Offer to any person that it finds or believes to be manipulating or otherwise abusing the process, fairness, or integrity of the Offer.

  6. You agree that you have read and understood these Terms and Conditions and agree to be bound by them. Any notice offered by us with respect to this Offer is deemed to be provided on the day it is posted on our website.