Referral Program – Disclosures

Terms and Conditions for Referrer

Through the Vested Referral program you may invite friends to sign-up for a “Vested” account (Vested refers to accounts of Vested Finance IA or VF Securities BD) by sending them an invitation via the Vested interface, and your efforts in referring clients to Vested will be limited to this activity.

This program intends for you to invite others to open a Vested account by utilizing the referral link and sharing tools we provide. Whenever and wherever you refer a friend under the Program, any additional statements you make, of which are not provided by Vested, about our investment advisory services, must be consistent with the content and materials we provide you and/or your friends and truthful, accurate, factually supported, not misleading. Any modification or efforts to bypass, manipulate, obscure, or otherwise modify the delivery and accurate presentation of the referral link, sharing tools, content, disclosures, or other materials and instructions we provide will be considered a violation of these terms.

To the extent you decide to post your referral link on any third-party website or platform, such as a social media website, you must also comply with that third party’s terms of use. You should also be aware that by engaging in any such activity on a third-party site (1) you will be at your own risk, subjecting yourself to those third-party sites’ privacy, security, and consumer practices and policies, which Vested does not endorse or control, and (2) that those third-party sites may be able to tell, based on your activity, that you have a Vested account. You also acknowledge and accept that the friends you refer will be able to tell that you have a Vested account.

You must not hold yourself out as an employee or representative of Vested. Additionally, Referrers are prohibited from having any involvement with the referred account once the referral is complete. In particular, the referrer must agree not to:

  • Assist with the preparation of the referred client’s Vested account.
  • Train clients to use the Vested platform.
  • Act as a point of contact between Vested and the referred client.
  • Maintain any relationship with the referred client regarding the referred client’s Vested account, including trading in the referred client’s account.
  • Distribute advertising materials about Vested without Vested’s prior approval.
  • Gather or provide Vested with client applications or supporting materials.
  • Refer their own accounts.

To participate in the Referral Program offer you must complete the account opening process. A “Qualifying New Funded Account” is a new individual Vested account opened by your Vested referee friend using the special designated link or code from your invitation that is funded by the referee’s own funds. To be eligible for the Referral Program, the referred account should deposit a minimum of $50 to their account. Vested is not responsible for incorrect entry or other failures on the part of your referees to meet the standards of a “Qualifying New Account”. You cannot earn Vested Points for referring individuals who already currently have a Vested account or for individuals who have been referred by someone else. Accounts opened with the same PAN number or the same mobile number are not Qualifying New Accounts. If two or more individuals invite the same individual to open a “Qualifying New Account”, Vested will credit Vested Points to the person whose referral link was used to complete the signup process.

For each “Qualifying New Funded Account” Vested will credit your account with up to $10 worth of rewards in the form of Vested Points. Furthermore, Vested will also credit up to $10 worth of rewards in the form of Vested Points into the referee’s Vested account. The Vested Points credited to your account can be redeemed for rewards offered by Vested in the form of cash, stocks, or Vested services (as may be made available by Vested). You can view the disclosure for our Rewards program here. The maximum amount of rewards able to be earned in a year for referring new accounts is $1,500.

Your Advisory Agreement with Vested governs our investment advisory relationship with you and these terms and conditions here do not in any way amend, supersede, change or replace your Advisory Agreement. This promotion is not valid with any other offers and is non-transferrable. Any controversy or claim arising out of or relating to these terms and agreements, or the breach thereof, shall be settled and subject to final and binding arbitration administered by the American Arbitration Association pursuant to its rules then in effect, and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. Arbitration must be commenced by service of a written demand for arbitration or a written notice of intention to arbitrate upon the other party. Any such arbitration shall be held in the city and state where Vested’s principal office is located at the time such arbitration is commenced. The parties agree that there shall be no right or authority for any claims to be arbitrated on a class action basis, and you expressly waive any right to bring a class action lawsuit or arbitration against Vested

Vested reserves the right to terminate this offer at any time, to alter or limit the type or amount of bonuses you are eligible to receive, 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 reserves the right to suspend, cancel, terminate or modify this program and/or these terms and conditions at any time in its sole discretion. You are deemed to be aware of and bound by such changes by your continued access to or participation in the program. We will indicate that changes have been made by presenting these terms and conditions at the time of your making a referral anytime after an update to these terms and conditions. This offer is valid only for new individual accounts with Vested. Please send invites only to people who will be glad to receive them. To qualify for the bonus, referred friends must open a KYC-approved Vested account and fund their account with their own funds.

Your participation in the Vested Referral program is subject to your agreement to the following terms. If you do not accept any such changes, your sole and exclusive remedy is to cease participation in the program.

In referring friends to open a Vested account, you are acting on behalf of Vested and under the supervision and control of Vested and hereby agree to perform duties under these terms and agreements in a manner consistent with the instructions of Vested. You agree to limit the information you provide in connection with the referral to the referral web page and content provided by Vested. You agree that your participation in the Vested Referral program will conform to the terms contained herein as well as the provisions of the Investment Advisers Act of 1940, 15 U.S.C. § 80b-1, and the rules thereunder.

You hereby represent that: (1) you are not subject to any statutory disqualification set forth in Sections 203(e) and 203(f) of the Investment Advisers Act (or any amended or replacement regulatory provision(s)); (2) you are not currently the subject of any investigation or proceeding which could result in statutory disqualification; and (3) you do not have a “place of business” at which you regularly provide investment advisory services, solicit, meet with, or otherwise communicate with clients, or any other location that is held out to the general public as a location at which you provide investment advisory services, solicit, meet with, or otherwise communicate with clients in any U.S. state. If you cannot accurately make the preceding representations, you may not participate in the Vested Referral program. If you are currently participating in the Vested Referral program and the preceding representations become inaccurate, you agree to immediately inform Vested at help@vestedfinance.co.

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