Introduction

These terms and conditions ("Terms and Conditions") apply to the Kickstarter Offer ("Offer") run by Netwealth Investments Limited (ABN 85 090 569 109, AFSL No. 230975) ("Netwealth") as the operator of the Netwealth Wrap Service as well as the administrator and custodian of the Netwealth Superannuation Master Fund. The Offer aims to provide each eligible Account Holder with a $100 gift card upon meeting the criteria as outlined below. .

Definitions

• Account Holder or you: Refers to either a holder of an established Super Accelerator account or an established Wealth Accelerator account.

• Eligible Account Holder mean an Account Holders who meets the criteria set out in the “Eligibility criteria” section of these Terms and Conditions.

Other capitalised terms not defined herein have the meaning given to them in the Wealth Accelerator Guide or Super Accelerator Product Disclosure Statement which are available on https://www.netwealth.com.au/web/resources-and-tools/forms-and-documents/.

How the offer works

• An Eligible Account Holder will receive an invitation from Netwealth via email to participate in the Offer.

• The Offer will remain valid for a period of 30 days from the date on which the invitation to participate in the Offer is sent by Netwealth (“Offer Period”).

• If the Eligible Account Holder within the Offer Period:

  • makes an initial contribution of greater than $10,000 using the Super Accelerator; or

  • makes an initial investment of greater than $10,000 using the Wealth Accelerator; or

  • makes an in-specie transfer of assets of value greater than $10,000 held in an account with another platform/broker/financial services provider to Netwealth,

• The gift card will be a prepaid digital Mastercard selected by Netwealth at its absolute discretion.

Eligibility criteria

To be eligible for this Offer, you must:

• have been holding an active Super Accelerator account or Wealth Accelerator account with Netwealth for at least three (3) months;

• have a valid email address on file with Netwealth;

• have not nominated any financial advisers to act as your Adviser Representative;

• have not made any investment, contribution, deposit, rollover, or asset transfer into your Super Accelerator Account or Wealth Accelerator account;

• not have any pending rollover, asset transfers, or scheduled investments or contributions with Netwealth; and

• have never held a Super Accelerator account and/or Wealth Accelerator account prior to the opening of the current Super Accelerator account or Wealth Accelerator account.

General

• For the avoidance of doubt, the $10,000 threshold described in the ‘How the Offer works’ section of these Terms and Condition refers to the amount of a single contribution, investment or in-specie transfer.

• If an Eligible Account Holder holds both a Wealth Accelerator account and a Super Accelerator account, the Eligible Account Holder will only be entitled to receive one gift card subject to the requirements set out in the “How the Offer works” section of these Terms and Conditions.

• Netwealth reserves the right to modify, suspend or terminate the Offer at its sole discretion at any time.

• No gift card given to any Eligible Account Holder will be redeemable or reloadable for cash.

• By accepting any gift card given to you, you acknowledge and agree that:

  • you will be bound by the terms and conditions applied to the gift card; and

  • to the maximum extent permitted by law, Netwealth will not be liable for any losses or damages suffered or incurred by you (including any losses incurred or sustained in connection with a third-party claim) arising out of or in connection with your usage of the gift card.

• This Offer shall not be construed as any financial advice or recommendation to invest in any financial product. Any correspondence in relation to the Offer will be sent by Netwealth on the assumption that the Eligible Account Holders will consider all relevant disclosure documents and seek professional advice before making any investment decisions.

• These Terms and Conditions are governed by the law in force in Victoria.  Netwealth and each Eligible Account Holder who participates in the Offer will submit to the non-exclusive jurisdiction of the courts of Victoria.

Acknowledgement

By participating in this Offer, you acknowledge that you have read, understood, and agreed to be bound by these Terms and Conditions.

Contact information

For any queries or clarifications, please contact Netwealth on 1800 888 223 or via email contact@netwealth.com.au.