Invite friends to Finax via the mobile app

Most of you, intelligent investors, favor the Finax mobile application, in which you monitor the development of your investments and financially educate yourselves by "consuming" our blogs, videos, webinars, and podcasts.

We seek to make your investment even simpler, more pleasant, and more efficient. In the coming months, therefore, we plan to further develop the application so that it offers all the features of the account overview at our website www.finax.eu.

On top of that, we also want to make investing cheaper for you, hence the first step was to develop the function of favorite invitations sending in the application. Thanks to the invitations, many of our clients attracted their friends to investing and reduced their fees at the same time.

Referral discounts were among the reasons why the actual portfolio management fee paid by our clients in October was 0.86% p.a. + VAT. We can even find several clients who invest completely for free thanks to invitations.

Until now, it was possible to send invitations via email or by sharing a unique invitation link on social networks or in messages, and only after logging into the account on the Finax website.

The novelty of the mobile application allows for a convenient sending of invitations on your behalf via your preferred type of messaging, be it SMS, email, iMessage, WhatsApp, Messenger, or others.

Simple sending of invitations from the application

Sending invitations thus acquires a different, substantially simpler dimension. Today, it will take you 30 seconds to invite a friend, which is definitely worth it to save money and help people around you.

You can find the Invite Friends function in the Menu section at the bottom bar of the application. The invitation is right the first item on the Menu.

To send an invitation, you will first select the account to which you wish your discount to be credited, select the language of the invitation, and when sending, choose the application through which you want to send the invitation to your friend. You can customize the text of the message to your liking when sending it from the mobile application.

The friend will receive a message with your referral link. If he/she registers in Finax through this link, your contracts will be paired. Once the person you invited activates their first account by making their first deposit, you will both receive a referral discount.

What discounts will I get for activated invites?

A discount is a certain amount of assets managed at no charge to your account and the invitee's account. You can invite your friends and family to Finax to help them profitably build their financial assets. For each invitation executed, you will receive a discount of 1,000 euros managed for 3 years without a fee. The same discount will also be given to your invited acquaintance.

You can also give your discount to a friend. In this case, he/she will receive a discount of up to 2000 euros managed free of charge for 3 years.

Contract pairing and discount crediting are automated, making it necessary that your friend completes the entire registration, including signing the contract, via your referral link to receive a discount.

Referral discounts can be combined with one another, as well as with other discounts, e.g. for the transfer of investment, as well. The more people you invite to Finax, the more cheaply you will invest. Standard discounts are valid for 5 years or until the invited friend’s first withdrawal.

Please note that sending invitations from the application is not yet available to all clients of agents. Several of our mediators do not have the sending of invitations activated at all.

Options of sending invitations to Finax

You can still send invitations by logging into your accounts overview at the website www.finax.eu.

With the new application feature, you now have three ways of sending invitations:

• via the Finax mobile application,
• referral link in the accounts overview at www.finax.eu,
• by email after logging into the accounts overview.

Referral link

Log into your account on the Finax website. In the top blue bar, you will find the Invite Friends section on the right.

On the right side of the Invite Friends page, you can copy and send your reference link to friends or share it directly to social networks.

Select the Finax account to which you want to credit the discount after activating it, pick the desired image, and then choose the social network where you want to place the invitation post.

The second option is copying your link and sending it in a message according to your preferences with your own statements, e.g. by email.

Sending invitations via the reference link is unavailable to the clients of agents.

Email invitation

You can also send an invitation with predefined text from the online accounts overview on the Finax website. This invitation is fixed to the invited person’s email address. To receive discounts, the invited person must register with the email address to which the invitation was sent.

The procedure is simple. Choose the account to which you wish your discount to be credited after activating the invitation, enter your friend's email address, and send the invitation.

The invitation is valid for 30 days. If your friend registers with the email address to which the invitation was sent and activates the account within this period, your contracts will be paired, and you will both receive a referral discount. After the 30-day period expires, the invitation can be resent.

Help your friends attain a better future. Tell them about Intelligent Investing and show them how to build wealth effectively. We will reward you for it. Get extra benefits for you and your friends.

Thank you for helping us fulfill the vision of fair and transparent financial services, a more educated and financially secure Slovakia.