Referring a Eureka Report or Intelligent Investor member
No. You (as the "Referrer") will receive the $100 referral credit only if you have an active account for one of our eligible products or services and refer your family or friend to an eligible product or service.
No, you can only refer someone who is not an existing member of InvestSMART or one of InvestSMART Group's services. Referal benefits cannot be applied retrospectively.
Your friend or family member needs to use your Personalised Referral Code when joining an InvestSMART Group service. You can find this Code in your My Account > Refer Friends.
Your friend or family needs to either pay for their subscription or fund their investment account within 90 days from the day that the referral code is generated.
No, there is no limit to how many friends and family you refer. But you will only receive the $100 referral reward once per friend (even if they purchase more than one InvestSMART product).
The referral reward will be applied as a default to your subscription account. This means that if you have a subscription to either Eureka Report or Intelligent Investor, you will receive $100 credit to your subscription account to use at your next renewal.
If you do not have a subscription to either Eureka Report or Intelligent Investor, then you will have $100 deposited into your PMA account.
The credit amount will be applied within three months after your referee has either paid for their annual subscription or funded their investment account.