现在你可以注册并了解 Personal Capital 的投资管理服务,完成电话问卷以及后续一次免费的投资推荐电话,就可以获取 $100 的 Visa Gift Card。
具体要求如下:
- 在活动链接注册 Personal Capital
- 链接至少 $250k 的投资或者银行账户
- 完成首次电话问卷
- 完成第二个投资推荐的电话(需要在 2022 年 10 月 31 之前完成,所以有需要尽快注册)
- VGC 将会在 2022 年 12 月 31 日之前发放
我们之前就介绍过 Personal Capital 提供免费的信用卡和银行账户管理服务,个人觉得还是很好用的。如果你不想参加这个活动,也推荐注册一个,通过我们的推荐链接注册,现在有 $20 的注册奖励
部分 term 信息如下
Offer available through Oct 31, 2022. If you schedule an appointment with a Personal Capital Advisor and participate in both an initial call and a second call in which you receive a recommendation and proposal for paid investment advisory services by Oct 31, 2022 (a “Recommendation”) , then you will receive receive a $100 Visa®* Gift Card (the “Gift Card”) . The Gift Card will be provided via email no later than Dec 31, 2022 through Thnks.com ("Thnks") , an independent third-party gifting platform. By participating in this promotion, you are agreeing to allow Personal Capital to share your email address with Thnks for Gift Card fulfillment purposes and agreeing that information collected from promotion participants may be used by PCAC or affiliates for marketing or solicitation of paid products or services.
The Gift Card is only available to prospective clients who receive a promotional offer. To qualify as a prospective client, you must: (1) have a minimum of $250,000 in investable assets, (2) not have redeemed a Personal Capital promotion in the previous 24 months, and (3) answer a suitability survey posed at the beginning of the initial call with a Personal Capital Advisor at which time the Advisor (at his or her sole discretion) will make a determination as to whether you qualify as a prospective client for paid advisory services offered by Personal Capital Advisors Corporation. Using an ad blocker may adversely affect our ability to determine your account eligibility in the program. This offer is not transferable and cannot be redeemed in any other manner. Final determination of eligibility is at Personal Capital’s sole discretion.