Referral Program – Disclosures

Terms and Conditions for Referree

This offer is valid only for new individual accounts with “Vested” (Vested refers to accounts of Vested Finance IA or VF Securities BD). The referring friend who sent you this invitation is a Vested client and has done so through the Vested Referral program. This invitation does NOT constitute a statement of your friend’s experience with, or endorsement of, Vested. Subject to satisfying the terms and conditions of the promotion, Vested will credit up to $10 worth of Vested Points into your Vested account as well as your referring friend’s account. Your referring friend may be eligible to receive up to $10 worth of Vested Points for every additional “Qualifying New Account” they refer, and may be eligible to receive additional Vested Points for every “Qualified Deposit Activity”. The Vested Points credited to your account can be redeemed for rewards as may be offered by Vested in the form of cash, stocks or Vested services. You can view the disclosure for our Rewards program here. here

To participate in this bonus offer you must (1) complete the account opening process of a Qualifying New Funded Account, (2) be KYC-approved, and (3) fund your account with your own funds.

A Qualifying New Funded Account is a new individual Vested account opened using the special designated link or code from a referral invitation that is funded by your own funds. To be eligible for the Referral Program, you need to deposit a minimum of $50 to your account for the first time. Vested is not responsible for incorrect entry or other failure on your part to meet standards for qualifying for the bonus. You also acknowledge and accept that the individual who referred you to Vested will be notified when you open a Vested account. This promotion is not valid with any other offers and is non-transferable. Offer available to Indian Residents only. Vested reserves the right to terminate this offer at any time and to refuse or recover any promotion award if Vested determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Advisory Agreement have been violated. Vested Finance is an SEC registered investment adviser. You may view Vested’s ADV at https://app.vested.co.in/brochure.

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