Qtrade Investor Cashback Offer - Terms and Conditions

The Offer:

New and existing clients (“Clients”) who fund a Qtrade Investor ("Qtrade") account (“Account”) with $50,000 (the “Minimum Amount”) or more in cash or securities will automatically qualify to receive a cash credit to their Account as set out below:

Transfers of investment accounts worth $25,000 or more to Qtrade also qualify for reimbursement of transfer out fees up to $150 per Account.

The Offer runs from Tuesday January 16 at 12:00AM ET to Wednesday February 28, 2018 at 11:59PM ET (the "Offer Period").

Transfer or add to an account ("New Funds")Receive cash credit ("Cashback")
$50,000 - $99,999$50
$100,000 - $249,999$100
$250,000 - $499,999$250
$500,000 - $999,999$500
$1 million and above$1,000

 

To Qualify:

  1. Successfully transfer in New Funds exceeding the Minimum Amount to a Qtrade Account by February 28, 2018;
  2. The New Funds may come from an investment or banking account at any Canadian financial institution other than from Qtrade Financial Group or any of  its subsidiaries;
  3. In order to receive the Cashback you must hold a Cash or Margin account with Qtrade;
  4. For new Accounts, you must meet Qtrade’s standard account opening requirements, as provided on its new account application form and related documents, and be approved by Qtrade, in its sole discretion, for opening an Account.

Conditions:

  • New Funds will be calculated by adding the total amount of funds credited across each Client’s Accounts during the Offer Period i.e. if you add New Funds to a Cash Account, a TFSA and an RRSP during the Offer Period the cumulative total will be considered for the purpose of this Offer.
  • From the beginning of the Offer Period to June 30, 2018 (inclusive), any withdrawals/transfers out by a Client will decrease the New Funds eligible for the Offer.
  • Cashback will be automatically credited to Canadian dollar Cash or Margin Accounts by July 31, 2018.
  • Offer is open to legal residents of Canada who have reached the age of majority in their respective province or territory of residence at the time of application.
  • This Offer is open only to the Account holder and is not transferrable.
  • Only one Cashback per Client, either for an individual or joint account, will be awarded. For corporate accounts only one Cashback will be awarded.
  • This Offer may not be combined with any other promotional offer and may be extended, changed or withdrawn at any time without notice.
  • Employees or contractors of Qtrade, its affiliated companies, and immediate family members of, and any persons domiciled with any such employees or contractors, are not eligible for this Offer.
  • If a Client is funding the Account by transferring from another financial institution, the transfer must be received by 11:59 p.m. ET, February 28, 2018 to qualify for the Offer.
  • Delivery Against Payment (“DAP”) accounts are not eligible.
  • The assets transferred in to your Account must be net new assets to Qtrade. These assets must not include any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to Qtrade.
  • Your Account must be in good standing throughout the Offer Period. Your Account must not be in a debit position. Your Account should not have any margin calls. No outstanding documentation or any other outstanding items should be pending on your Account.
  • You are solely responsible for any tax consequences arising from this Offer.
  • All dollar amounts mentioned are in Canadian dollars.
  • Qtrade reserves the right to suspend or withdraw this Offer at any time.

Disclaimer of Liability:

  • Qtrade assumes no responsibility for any failure of any website, for any problems or technical malfunction of any computer  systems, servers, access providers, computer equipment, software, failure of any email to be received by Qtrade on account of technical problems or traffic congestion on the Internet or at any website, or any combination thereof, including any  damage to  a Client or any other person’s computer, mobile device or other electronic device related to or resulting from this Offer. In the event that Qtrade’s website is compromised by a virus, non-authorized human intervention, tampering or other causes beyond the reasonable control of Qtrade which corrupts or impairs the administration, security, fairness or proper operation of the Offer, Qtrade reserves the right in its sole discretion to suspend, modify or terminate the Offer. 
  • In the event of any discrepancy or inconsistency between these terms and conditions and disclosures or other statements contained in any Offer related materials, including but not limited to the Qtrade website, these terms and conditions shall prevail.
  • All intellectual property, including but not limited to trade-marks, trade-names, logos, designs, promotional materials, web pages, source codes, drawings, illustrations, slogans and representations are owned by Qtrade and/or its affiliates. All rights are reserved. Unauthorized copying or use of any copyrighted material or intellectual property without the express written consent of its owner is strictly prohibited.