1 Available on Class A units only. Premium class units are not eligible for the management fee discount.
*The up to $200 Cash Reward Offer (the “Offer”) begins on September 17, 2018, at 12:01 am (ET) and continues until January 31, 2019, at 11:59 pm (ET) (the “Offer Period”). “Eligible Accounts” are Simplii FinancialTM No Fee Chequing Accounts opened during the Offer Period. “Eligible Customers” are customers who have no existing banking relationship with Simplii and open an Eligible Account as the primary account holder. Each Eligible Customer may receive up to a $200 cash reward if they complete one or more of the qualifying transactions set out in Parts 1 and 2 within the 3 months following the month the first Eligible Account was opened:
Part 1 - Receive $100
Set up a payroll or pension direct deposit into an Eligible Account and complete 2 payroll or pension direct deposit transactions to receive a $100 cash reward per Eligible Customer across all Eligible Accounts.
Part 2 - Receive up to a maximum of $100 by completing one or more of the following activities/transactions:
- Set up and complete one or more eligible Automatic Bill Payments and recurring online/mobile Pay Bills from an Eligible Account (a “Transaction”) and receive $25 per Transaction. Minimum transaction amount of $10 per Transaction. The following are eligible Automatic Bill Payments and recurring online/mobile Pay Bills:
- Utility bills
- Monthly payment lines, loans, mortgages, insurance, credit cards
- Membership fees
- Property tax
- Income tax
- Childcare fees
- Register the Simplii Financial bank card that is linked to an Eligible Account for Mobile Wallet through either Apple Pay®, Google PayTM or Samsung Pay® to receive $25. Cash reward is limited to $25 per Eligible Customer across all Eligible Accounts.
- Register for Interac e-Transfer® Autodeposit on Simplii Financial online banking or mobile app to receive $25. Cash reward is limited to $25 per Eligible Customer across all Eligible Accounts.
All qualifying Eligible Customers will receive the cash reward(s) into an Eligible Account that is active and in good standing, in the 4th month following the month the first Eligible Account was opened. In the event the Eligible Customer has more than one Eligible Account, the cash reward will be paid into the Eligible Account with the most recent transaction date.
The Offer is non-transferable and cannot be combined with any other offers. The recipient of this award is solely responsible for any tax consequences associated with their receipt of the cash. Offer open only to Canadian residents who have reached the age of majority.
Simplii Financial reserves the right to cancel or change the terms of the Offer at any time, for any reason, and to revoke the Offer for any customer who appears to be manipulating or abusing the Offer, or is engaged in any suspicious/fraudulent activity. The Offer is subject to the terms and conditions of the Products and Services Agreement.
“SIMPLII FINANCIAL” and the SIMPLII FINANCIAL DESIGNS are trademarks of CIBC.
Simplii Financial is a division of CIBC. Banking services are not available in Quebec.
® Interac e-Transfer is a registered trademark of Interac Inc. Used under licence.
Apple® is a trademark of Apple Inc., registered in the U.S. and other countries.
GoogleTM is a trademark of Google Inc.
Samsung® is a registered trademark of Samsung Electronics Co., Ltd.