1. Your acceptance

These Terms and Conditions contain information relevant to the Selfwealth TRADING Referral Program. For full Member Terms and Conditions please refer to Terms & Conditions.

(a) The Referral is a new Member of Selfwealth TRADING and is not currently listed on any active accounts.
(b) The Referrer’s account must be active at the time of providing the Referral up to the date the Reward becomes redeemable.
(c) The Referrer must have personal knowledge of the individual they are Referring.
(d) The Referrer must not be a person employed within the Financial Services Industry who derives their income either in part or solely from fees or commission payments from a Financial Services Provider.
(e) Free trades will be allocated to the Referrer upon approval of the Referred member’s trading account.
(f) Free trades are not transferrable
(g) The Referral free trades expire 1 month from the date allocated to the Referral Program.
(h) There is no maximum number of persons a Referrer can refer.

1.1 Tracking Your Referral(s)
You will be able to track the success and status of your referrals in your Selfwealth TRADING account.

1.2 Earning Your Referral Reward
For each successful Referral, you will receive the applicable Referral Reward promoted at the time of capturing the Referral. The applicable reward will also be reflected against the referral status within your Selfwealth TRADING account.

1.3 Additional Terms and Conditions
Selfwealth Pty Ltd reserves the right to modify, suspend or terminate the Referral Program at any time for any reason. Selfwealth Pty Ltd reserves the right to void any Referral Rewards in the event Selfwealth Pty Ltd decides that you have violated any of these Terms and Conditions or did not act in good faith.

By participating in the Selfwealth Pty Ltd Referral Program you acknowledge that you have read, understood and agree to the Terms and Conditions.

2. Referral Bonus Offer – $100 Cash Bonus + 10 Free Trades

2.1 Offer Summary

Refer a friend to Selfwealth and receive a $100 AUD cash bonus and 10 free trades (the “Offer”) when your friend opens and funds their account. This is an ongoing Offer and remains available until varied, suspended or withdrawn by Selfwealth.

2.2 Eligibility Criteria

To qualify for the Offer:

• The referrer must share their referral link in accordance with the Referral Program Terms ("Referring Customer").

• The Referring Customer must also be an existing and established customer of Selfwealth.

• The referred customer ("Referred Customer") must:

  • be a new customer of Selfwealth (and not have previously had any account with Selfwealth);

  • open a new Selfwealth account; 

  • Fund their account with a minimum of $2,000 AUD within 30 days of opening their account; and

  • Maintain that funding (i.e. not withdraw below $2,000 AUD) for at least 30 days.

2.3 Bonus Payment

• The $100 AUD cash bonus and 10 free trades will be credited to the Referring Customer's Selfwealth account within 30 days of the Referred Customer meeting all eligibility criteria.

• The Referred Customer will receive any applicable benefits (e.g. free trades) in accordance with the standard Referral Program (available here).

2.4 Limitations

• This is an ongoing offer with no fixed end date. Selfwealth reserves the right to vary, suspend or withdraw this offer at any time by updating these terms. 

• There is no fixed cap on the number of Referring Customers that can be eligible for the $100 cash bonus; however, Selfwealth reserves the right to monitor usage and impose limits where it identifies behaviour inconsistent with the intent of the offer, or identifies misuse or abuse.

• The free trades applied to your account must be used within 30 days of being applied to your account. 

• Selfwealth reserves the right to reject any entry it reasonably determines to be from a duplicative account, fraudulent, or otherwise not made in good faith.