Flex Rewards Offer
Earn up to 75,000 Flex Reward points.
How the program works
Meet with your advisor, transfer in new assets, and be rewarded!
Important Details
Offer
- Bonus points will be 75 points per $100 of assets transferred or deposited. The maximum bonus available is 75,000 points.
- Offer open from October 15 to December 31, 2024.
- Available to new and existing credit union credit card holders, whose card has been issued by Collabria®, subject to the eligibility criteria.
Eligibility Criteria
New Assets (registered and non-registered cash, investments, or a combination) must be transferred into a new or existing investment account at Aviso Wealth (the “Qualifying Account”) from an investment firm account outside of CU Financial Management, Aviso Wealth, or Qtrade Direct Investing.
Qualifying Accounts Include:
- (a) Registered Retirement Savings Plans (RRSPs), (b) Spousal RRSPs, © Locked-in RRSPs, (d) Registered Retirement Income Funds (RRIFs), (e) Spousal RRIFs, (f) Life Income Funds (LIFs), (g) Tax-Free Savings Accounts (TFSAs), (h) Non-registered Accounts, (i) Registered Education Savings Plans (RESPs), (j) Registered Disability Savings Plans (RDSPs).
- New contributions to existing RRSPs and TFSAs qualify if transferred from an outside investment firm.
- Qualifying Investments must have a minimum market value of $25,000 per type of Qualifying Account held at Aviso Wealth, as determined by the valuation method set forth herein.
- Non-Qualifying Investments include cash, money market funds, premium savings accounts, GICs, options, personal mortgages, fixed-income securities with a duration of less than six months, shares of CCPCs, units of limited partnerships, or securities that are not listed on a recognized exchange or quoted on a recognized quotation or trade reporting system or other market recognized by CU Financial Management in its sole discretion (collectively, “Non Qualifying Investments”).
- The credit card application is subject to approval by Collabria Financial Services, Inc. ‘New’ credit card accounts are defined as credit cards which have been applied for between October 15, 2024 – December 31, 2024.
- Flex Rewards Points will be applied to eligible accounts after new assets have been transferred into a new or existing investment account at Aviso Wealth given that the account remains open and in Good Standing at the time the Flex Rewards Points are applied to the account. “Good standing” is defined as no more than two (2) consecutive credit card account statement periods being overdue, closed, charged off or in credit revoked status. If the eligible account is closed or switched before the Flex Rewards Points have been applied, the offer will no longer apply to the account.
- The Primary Investment Account Holder’s name must match the Primary Credit Card Holder’s account name.
Important Dates
- Transfer of New Assets: between October 15, 2024, at 9:00 a.m. Atlantic time and no later than December 31, 2024, at 4:00 p.m. Atlantic time.
- New Assets must be received into a Qualifying Account by March 31, 2025, at 4:00 p.m. Atlantic time and remain in the Qualifying Account until June 30, 2025.
- Flex Rewards points will be added to the primary credit card account within two statement cycles after June 30, 2025.
® The Collabria Card is issued by Collabria Financial Services Inc. pursuant to a license. All other trademarks are the Property of their respective owner(s). The Flex Rewards program is operated by Collabria, in conjunction with its provision of credit card accounts. For more details visit reward-headquarters.com/groupCollabriaNational/home. Collabria Financial Services Inc. (“Collabria”) is an independent entity from your credit union with no ownership interest in the other. If you choose to obtain Collabria credit card services through a referral from your credit union, it will receive compensation from Collabria.