Free Finax account - how to get it?
Fees significantly affect the outcome of your investment. If you want your Intelligent Investing costs to be as low as possible or even zero, then this article offers you instructions on how to get your account completely for free.
1. Discount for a friend referral
Do you like our services and are you willing to share this information with your acquaintances? Recommend our services to your friends and get up to 10 000 euros managed for free both for you and your friend. For each recommendation you will get a discount from the date of your friend's deposit for the period of 5 years.
The discount rates are divided into three categories.
Free assets management value
Example: You invite four acquaintances to Finax. Three of them will save monthly in small amounts and one will invest € 30,000 on a one-off basis. That's why we'll manage a total of € 3,500 free of charge for you, and each of your acquaintances will get 500 € managed for free or 2 000 €, respectively.
You can easily invite your acquaintances through the "Invite friends" section directly after logging into your online account overview.
2. Discount for a transferred investment
Transfer your investment to Finax and we will reward you.
If you are currently investing through another securities broker, or if you own mutual funds, or you have closed an unit-linked life insurance and you decide to transfer these investments to us, we will manage 10% of the amount of the transferred investment for free during next five years as a reward.
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You can document the transfer of the investment from another institution by an account statement or confirmation that shows the termination of the contractual relationship and the amount withdrawn. Termination of the investment must not be older than 30 days prior to the deposit of funds to your Finax account.
Example: You own units in the value of EUR 5,000 with a Slovak manager. You sell them. After that you decide to deposit the 5,000 euros with us. We will manage 10% (€ 500) for free for the next five years or until your first withdrawal.
You can combine all discounts.