General:

  1. This 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 Investment’s website (“Eligible Clients”).

  2. Tangerine Investments will pay you a Bonus as outlined in the table below on all new purchases or sheltered transfers (“Contributions”) between September 1, 2017 and October 31, 2017 (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 December 31, 2017 to be eligible for the Bonus.

Transfer AmountBonusTransfer AmountBonus
$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. Locked-in Accounts are not eligible for the Bonus.

  2. RSP/TFSA transfers from another financial institution must be received by October 31, 2017. The other financial institution must deliver the transferred funds to Tangerine Investments within 60 days of the date we receive your funds transfer request form. 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 TFSA or RSP 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 January 15, 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 initiate transfers 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; if any

    4. Fourth, to your RIF Account


    If you have more than one of the same type of Eligible Account, the Bonus will be paid to the Eligible Account with the lower Account Number.
    For example, if you transfer $15,000 to a TFSA Account, and $15,000 to an RSP Account, the Bonus of $150 will be paid to the TFSA Account, since it is first in priority. However, if you transfer $7,000 to a TFSA Account and $8,000 to an RSP Account, the Bonus will be paid to you as $150 to your TFSA Account.

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

  6. 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 August 31, 2017.


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.

  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 Account holder 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’s posted on our website.