Terms and Conditions
Solium Financial, Inc. is offering new and existing clients a choice of an iPad mini or $250 cash when opening and funding a new account. OPEN A NEW TRADING ACCOUNT – To get $250 cash, you must:
  • Submit an application for a new TFSA*, registered or cash account by 11:59 p.m. ET, August 29th, 2014. The account must be open and funded with a minimum of CAD $50,000 in net new assets within 60 days of submitting the application. Net new assets means net assets that were never deposited with or transferred to Solium Financial before or were not withdrawn or transferred out from Solium Financial by you prior to the funding of your account.
  • New accounts cannot be funded by using funds from another Solium Financial account. The assets deposited into the qualifying account must be net new assets.
  • Within 60 days of submitting the new account application, execute one commissionable trade to be awarded the cash credit of up to CAD $250.
  • The cash credit will be deposited into the client’s Cash account. In the event the client wants the cash credit to be deposited into their Registered account, the client must provide Solium Financial with written or oral directions instructing Solium Financial to deposit the cash credit into their Registered account. Solium Financial will not deposit the cash credit into the Registered account until it receives the confirmation.
  • Maintain net new assets of CAD $50,000 (based on the calculation of all withdrawals and deposits in your account) from the day the account has been funded with the minimum net new assets, until six months after that date to be eligible for the promotion. If the net new assets fall below CAD $50,000 between the day the account was funded with the minimum net new assets and the end of the six-month period (due to withdrawals on the qualifying account), the client will no longer qualify for the promotion. Furthermore, Solium Financial will debit the client’s account with the amount of the cash awarded. If the net new assets fall below $50,000 due to market fluctuations, the client will still be eligible for the promotion.
  • The cash credit will be issued into the client’s account within 30 days of the account becoming eligible for the offer.
  • Client can contact Solium Financial at 1.888.680.7634 or by email at support@soliumfinancial.com.
REFER A FRIEND – To get $125 cash, you must:
  • To receive your cash credit from the friend referral, your friend will type your name (the “Referral”) in the “How you  heard about us?” line.
  • Submit an application for a new TFSA*, registered or cash account by 11:59 p.m. ET, August 29th, 2014. The account must be open and funded with a minimum of CAD $25,000 in net new assets within 60 days of submitting the application. Net new assets means net assets that were never deposited with or transferred to Solium Financial before or were not withdrawn or transferred out from Solium Financial by the account holder prior to the funding of the new account.
  • New accounts cannot be funded by using funds from another Solium Financial account. The assets deposited into the qualifying account must be net new assets.
  • The cash credit of CAD $125 will be awarded to the Referral’s account within 30 days of the account becoming eligible for the offer.
  • The cash credit will be deposited into the Referral’s cash account. In the event the Referral wants the cash credit to be deposited into their Registered account, the Referral must provide Solium Financial with written or oral directions instructing Solium Financial to deposit the cash credit into their Registered account. Solium Financial will not deposit the cash credit into the Registered account until it receives the confirmation.
  • Maintain net new assets of CAD $25,000 (based on the calculation of all withdrawals and deposits in the account) from the day the account has been funded with the minimum net new assets, until six months after that date to be eligible for the promotion. If the net new assets fall below CAD $25,000 between the day the account was funded with the minimum net new assets and the end of the six-month period (due to withdrawals on the qualifying account), the Referral will no longer qualify for the promotion. Furthermore, Solium Financial will debit the Referral’s account with the amount of the cash awarded. If the net new assets fall below $25,000 due to market fluctuations, the Referral’s account will still be eligible for the promotion.
  • Client can contact Solium Financial at 1.888.680.7634 or by email at support@soliumfinancial.com.
FREE TO TRANSFER – To get up to $150, you must: Solium Financial will pay the transfer-out fees of up to CAD $150 when the client moves a minimum of CAD $15,000 to Solium Financial from another Canadian broker. Payment of the transfer-out fee is capped at $150, and is limited to one account per client. * TFSA account balances are subject to Government of Canada regulations stipulating maximum annual contribution levels. Please check your TFSA contribution room in order to determine your allowable amounts. General terms and conditions:
  • Amounts quoted are in Canadian dollars (CAD).
  • If the client is funding their account by transferring from another broker, the transfer must be initiated by 11:59 p.m. ET, August 29th, 2014 and must be completed within 60 days of initiation to qualify for the offer.
  • New accounts cannot be funded by using funds from another Solium Financial account. The assets deposited into the qualifying account must be net new assets.
  • This offer, terms and conditions are subject to change and/or cancellation without notice, including the promotion period.
  • This offer cannot be combined or used in conjunction with any other Solium Financial offer except free to transfer
  • This promotion is subject to all applicable federal, provincial, municipal laws and regulations.