$1500 offer: Offer is limited to one per client household and is valid for new clients of Forme Financial, who open and fund an eligible new account by 12/31/2022. Account and funding eligibility requirements are explained below.
To qualify for cash reward, contact a Pro Forme™️ Advisor to be enrolled in the offer. Then open a new eligible Forme Financial Wealth Management account by 12/31/2022. Accounts must be funded in cash or securities with a minimum combined value of $500,000 and enrolled in e-delivery of statements by 12/31/2022. Eligible account(s) must maintain a combined value of at least $500,000 through 12/31/2023. Cash reward will be credited within 15 days of these requirements being met.
The total funding for purposes of determining the combined value for purposes of this promotion is defined as the total amount of eligible cash or securities received into the client household account(s) minus withdrawals and transfers for securities out of the account(s) as of 12/31/2022, “net invested value.” Distributions, interest, and dividends from investments will not be counted.
If multiple accounts are opened and funded by the customer during the promotion period, the cash reward will be allocated on a pro-rata basis based on the net invested value on 12/31/2022. If eligible and non-eligible accounts are opened and funded during the promotional period within the same household, for purposes of this offer only, only the net invested value of the eligible accounts may be aggregated for cash reward qualifications only. Forme Financial reserves the right to change or cancel this offer at any time. All accounts are subject to approval and applicable terms and fees. Account must be open and in good standing at the time the cash reward is credited to receive the promotional offer.
Offer is only valid for certain account types. Accounts not eligible for this promotion include, but are not limited to, corporate and other business/entity accounts, irrevocable trust accounts, retirement plan accounts (e.g. 401(k), money purchase pension plan, profit sharing plan, and other ERISA plan accounts), estate accounts, UGMA/UTMA accounts and 529 college savings plan accounts. For questions regarding eligibility, please speak to a Pro Forme™️ Advisor.
For purposes of custodian and tax reporting, the cash reward will constitute a return of investment advisor fees paid, per the terms of the Forme Financial Wealth Management Agreement. Client is responsible for any applicable taxes. Forme Financial does not provide tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.
Investment advisory services offered through Forme Financial™️, an SEC-registered investment adviser.